Chaos and Covid-19: Applying “Covid Lenses” for investment analyses

Former advisers to Gazprom, Vodafone and the World Bank, Quentin Anderson and Dr Peter Stanbury look at the investment implications of Covid -19, through their  perspective as Political Economists, and devise a three step investment process. Introduction A recent article by members of the Private Equity practice at Bain Consulting Read more…

We need to look at Covid -19, from its perspective as an environmental disaster, to avoid another Pandemic

Former advisers to Syngenta and the World Bank, Quentin Anderson and Dr Peter Stanbury look at the environmental implications of Covid -19 for the Globe. It is rare that a mathematical theory makes it into the awareness of the general public. One exception, a number of years ago, was Chaos Read more…

Management Consultants. Contagion; Where does Coronomics leave the Private Equity Sector post Covid-19?

The opportunity As a healthcare crisis Covid-19 is unprecedented in its global sweep and impact. As an economic event it presents us with a huge raft of what Donald Rumsfeld once called ‘unknown unknowns’, as questions are raised about everything from future consumer behaviours to the viability of international supply Read more…

Chaos and Covid-19: investor lessons from a pandemic

Covid-19 has changed the world. What is has also changed is how investors need to approach valuations of potential investments. Dr Peter Stanbury and Quentin Anderson examine how the investment world has changed. Introduction A recent article by members of the Private Equity Practice at Bain Consulting published an assessment Read more…

Living with the Covid -19 bioterror…How will businesses have to adapt?

As the globe and their economies continue in lockdown how will businesses large and small have to adapt? The combination of scalable and agile capabilities is what will define all businesses going forward. Businesses that use cloud are already surviving better than those who don’t through the pandemic crisis. Artificial Read more…

‘The world has been put in a great lockdown,’ the IMF’s chief economist, Gita Gopinath, told reporters. ‘This is a crisis like no other.”

Last week, we at DVC published a paper which looked at the Covid-19 Pandemic through the scope of the Rumsfeldian Knowledge Matrix to predict the global economic, socio-political, scientific and technological impacts of the virus. We at DVC, have been helping clients with what then-US Secretary of Defense, Donald Rumsfeld once Read more…

It turns out Don Rumsfeld was right!

Applying the Rumsfeldian Knowledge Matrix to predict the economic, socio-political, scientific and technological impacts of the Coronavirus. When asked what sort of thing was most likely to blow governments off course, Harold MacMillan, then British Prime Minister famously replied, “events, dear boy, events”.  This line is particularly apposite as governments Read more…