Insights

The topic of industry disruption is rife with misconceptions. To help business leaders better understand the landscape, this index measures an industry’s current level of disruption as well as its susceptibility to future disruption. It positions 20 industry sectors — and 98 segments within those...

Annual P/E ratios for disruptive companies are far higher than historical levels, leading analysts to believe their shares were overpriced. Yet the extraordinary performance of disruptive companies in the market suggests that their shares were persistently underpriced. The stacks of M&A literature are littered with warnings...

“Get big fast” has been a start-up mantra since the 1990s. Many VCs try to grow their companies quickly in order to raise as much capital as possible; having a cash hoard, the thinking goes, gives a start-up greater flexibility and more power to fend...

If $50/barrel oil becomes the new normal, countries with large populations, low reserves, and an overdependence on oil could become severely stressed. Chart shows population (log scale) and years to deplete oil reserves and sovereign wealth funds. Deficit is calculated using $50/barrel against a country's...