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 published an assessment of the Covid-19 outbreak on the PE sector. As well as looking at the impacts so far — for example on returns and exits — the piece also speculated about the future. …


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 Theory. However sceptical some might have been at the idea that ‘a butterfly flapping its wings in China can cause a hurricane in Texas’, the current Coronavirus outbreak clearly demonstrates the notion that apparently small events in one place can cause much larger ones elsewhere.

Although we don’t know for…


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 chains. We at DVC have been helping clients deal with ‘unknown unknowns’ since 1995, and believe therefore that we are in a unique position to advise the Private Equity industry in navigating the post-Coronavirus world.

In the short- to medium-term, the turmoil will have some negative impacts on the PE…


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 of the Covid-19 outbreak on the PE sector. As well as looking at the impacts so far — for example on returns and exits — the piece also speculated about the future. …


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 Intelligence and automation will become even more important, as manual interventions continue to be affected by social distancing, and the importance of limiting transmission risks persist.

Resilience will be at the forefront of every business strategy, along with flexibility

Supply chains will have to reconfigure themselves in real time. Coopetition…


Last week, we at DVC Consultants 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 famously called ‘unknown unknowns’ — the things we didn’t know we didn’t know — since 1995. …


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 around the world face the Pandemic, Covid -19.

We at DVC, have been helping clients with what then-US Secretary of Defense, Donald Rumsfeld once famously called ‘unknown unknowns’ — the things we didn’t know we didn’t know — since 1995. …


DVC Consultants: Exploring unknown unknowns since 1995

Although the-then US Secretary of Defense was mocked at the time for his comments, we believe that he was quite right to observe that ‘There are known knowns; … We also know there are known unknowns; … But there are also unknown unknowns — the ones we don’t know we don’t know. …it is the latter category that tends to be the difficult ones.’

DVC exists to help companies to understand and respond effectively to the ‘unknown unknowns’ that might affect their business. In order to future-proof and support the long-term strategy for…


DVC Consultants: Exploring unknown unknowns since 1995

Although the-then US Secretary of Defense was mocked at the time for his comments, we believe that he was quite right to observe that ‘There are known knowns; … We also know there are known unknowns; … But there are also unknown unknowns — the ones we don’t know we don’t know. …it is the latter category that tends to be the difficult ones.’

DVC exists to help companies to understand and respond effectively to the ‘unknown unknowns’ that might affect their business. In order to future-proof and support the long-term strategy for…


We are often asked at DVC what exactly a transformative consultant does for its clients? What is it you offer to Corporates, Governments, Management Teams and NGOs? Well, amongst other consultancy services, put very simply, we help clients manage for the unknown unknowns.

So, What are unknown unknowns? Definition and examples.

Unknown unknowns are future outcomes, events, circumstances, or consequences that we cannot predict. We cannot plan for them either. We don’t even know when and where to search for them.

Unknown unknowns is a common term in strategic planning and project management. Project management involves planning, organizing, and managing…

DVC Consultants

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