Marakon

12/04/2022

Companies are facing the prospect of being taxed on greenhouse gas (GHG) emissions, which could reduce profitability and, ultimately, shareholder value. In this Commentary, Yassir Ahmed discusses how investors and management teams must understand GHG emissions exposure, the strategic implications, and alternative decarbonization pathways. Read more from his Commentary here:

With companies facing the prospect of being taxed on GHG emissions Yassir Ahmed discusses strategies to understand GHG emissiosn exposure and implications.

18/02/2022

As businesses release a wave of plans, investors and executives will look beyond the headlines to determine whether a ‘good’ plan on paper is actually the ‘right’ one for the particular enterprise. In this , Neal Kissel, Arushi Chopra, and Jake Brewer provide insight into how executives can make this evaluation to guide their decisions around which companies to invest in, and whom to partner with.

In this Marakon Commentary, we provide insight into how these executives can use such evaluations to guide their decisions around which companies to invest in, and whom to partner with.

10/02/2022

In this Marakon Commentary, Neal Kissel, Arushi Chopra, and Jake Brewer present the global outlook in light of recent financial, scientific, geopolitical, and economic developments, as well as key risks to monitor that could destabilize the global recovery. https://bit.ly/3uCVLjL

As we enter 2022, the global economic engine is overheating with inflation higher and more broad-based than anticipated, worrying investors and Central Banks alike.

02/12/2021

The transition to net zero has passed the inflection point: the focus has shifted from pledges to plans. In this commentary, Arushi Chopra and Gary Lawson share a three-step approach on how companies can define and prepare to deliver a clear net-zero pathway, and how this can help them build lasting competitive advantage.

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09/11/2021

In this article originally published in Environment Analyst, Christine Delivanis discusses the unique challenges and opportunities for the food and agriculture industry as climate ambitions linked to net zero begin to require technically and financially viable implementation plans.

In this article originally published in Environment Analyst, Christine Delivanis discusses the unique challenges and opportunities for the food and farming industry as climate plans progress to implementation, and taking the steps required to achieve measurable improvement on ghg emissions.

08/11/2021

As global leaders gather in Glasgow at to try and secure global by 2050, Arushi Chopra recaps the progress made since Paris, simplifies what’s on the agenda at COP, and at a high-level, shares what all this might mean for business.

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15/10/2021

Are Ready-to-Drink (RTD) beverages a fad, or is there a path forward for this category? In this article, Miguel Maal and Lisa Q. Dane explore the path charted by such as , the key learnings and what could lie ahead for the category.

In this article we explore the path charted by RTDs, the key learnings and what could lie ahead for the category.

30/09/2021

In this Marakon Commentary, Charlie Johnson and Christine Delivanis discuss how portfolio shaping is becoming the ultimate strategy lever as financial value and societal value converge in a more sustainability-focused world. This commentary has also been published in Global Banking And Finance Review, Environment Analyst, and Investment Week. https://bit.ly/3CZLO0N

Until very recently, the market and society more generally were less aware of the broader positive and negative externalities businesses can create as a result of their activities.

15/01/2020

60-75% of performance differences between companies can be explained by high-level portfolio choices about a firm’s strategic resources. Find out more in our recent report about why is hard to do well and the actions management can take to increase the odds they will be among the 10% of companies that consistently outperform in the next decade. Bit.ly/2MnnOgJ

20/11/2019

When faced with many strategic choices, how should consumer and packaged goods (CPG) leaders best respond to changing market dynamics? Deciding the right course of action relies on six distinct but interrelated capabilities and behaviors. Bit.ly/2Np8dwi