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John Lovallo

The Constructionist Investor

Will there be a different activist playbook in 2017? Is activist investing at an inflection point? Are the days of Bill Ackman, Dan Loeb, Jeff...

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Public Affairs

John Lovallo

Global Uncertainty Will Drive More Activist Activity: Ten Reasons

If the years since the 2007 financial crisis have taught us anything, it’s that we are in the midst of a new era in activist investment. The...

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Public Affairs

John Lovallo

Greece, Puerto Rico May Lead to Greater Scrutiny of Emerging Markets

By now, most financial analysts agree that the global ripple effect of debt problems in Greece and Puerto Rico will likely be minimal. The...

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