Insights

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Biden proposal would shake up US consumer credit-reporting industry

Financial Services

Erin Caddell
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Politicians are often rightfully accused of speaking in generalities, or of not being consistent in the plans they put forth. But in at least one narrow aspect of financial services policy, US Democratic presidential candidate Joe Biden is neither. On three separate occasions in recent months, Biden’s campaign has pledged to establish a government-financed and -operated…

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Not dead, just hibernating: Bond-rating reform could be revived after November

General Policy

Erin Caddell
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The once-vigorous debate around the bond-ratings agencies has faded along with memories of the Global Financial Crisis of 2007-08. In the crisis’ aftermath, many critics focused on the role the giant credit rating agencies (CRAs) Standard & Poor’s (a unit of S&P Global, ticker SPGI) and Moody’s (ticker MCO) played in failing to anticipate the rapid deterioration…

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US policy update: The Biden/Harris ticket and what it means for the US election

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the tenth conversation in the series, which unpacked yesterday’s long-awaited announcement that US…

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US policy update: Biden’s economic nationalism and the Democratic party’s “unity” agenda

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the ninth conversation in the series, which unpacked two key policy developments - Joe Biden’s…

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An "On the ground" view of managing covid-19 with UNC Health

General Policy

Erin Caddell
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Director Erin Caddell sits down with Alex Collins, Strategy Consultant at UNC Health Care (North Carolina’s largest health system), for a perspective on the impact of covid-19 on public health practices in North Carolina, and an outlook for recovery in the state given the recent uptick in cases there and in a number of other US states.

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US policy update: The US presidential race and what to expect for financial services

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the seventh conversation in the series, which explored the impact of the widespread US protests…

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What can covid-19 teach us about strengthening the US education system?

General Policy

Erin Caddell
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A conversation with from a recent digital event with Frederick M. Hess, resident scholar and director of Education Policy Studies at the American Enterprise Institute exploring the challenges faced by the US education system and potential measures to mitigate them.

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US policy update: What to make of US protests and the record May jobs report?

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the seventh conversation in the series, which explored the impact of the widespread US protests…

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US policy update: prospects for further US stimulus and the race for the Senate

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the sixth conversation in the series, which explored the prospect of further US stimulus and the…

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US hospital policy and Certificate of Need laws in the wake of covid-19 with Mercatus Center

General Policy

Erin Caddell
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Global Counsel Director Erin Caddell is joined by Christopher Koopman and Chris Myers from the Mercatus Center at George Mason University. They explore the history of Certificate of Need laws in the US and how they have affected the larger discussion surrounding healthcare capacity in the US in the wake of the covid-19 outbreak.

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US policy update: Trump’s exit strategy, the elections and the future of US healthcare

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the fifth conversation in the series, which explored Trump’s exit strategy and the implications for…

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Can the covid-19 crisis reverse the decline of the American hospital?

General Policy

Erin Caddell
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The US healthcare sector, and hospitals in particular, face a reckoning amidst the covid-19 crisis. The strains on the industry, encapsulated by indelible images of overwhelmed emergency rooms and frontline workers, has highlighted a years-long decline in hospital capacity in the US. The outbreak has also cast a new spotlight on a regulatory practice known as Certificate…

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US policy update: US business support measures and election update

General Policy

Joe Palombo
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the fourth conversation in the series, which began by analysing the $2.2tr stimulus package signed…

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Seven lockdowns

General Policy

Benjamin Wegg-Prosser
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Along with many of our clients, family and friends, GC staff have found themselves under varying levels of quarantine this week, in some cases far from home. Here some of the team consider the covid-19 politics and policies playing out around them.

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Will CFIUS stand by as US trophy assets come up for sale?

Financial Services

Erin Caddell
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Like many government institutions, the Committee on Foreign Investment in the United States (CFIUS) normally goes about its business in relative obscurity, tasked in its case with reviewing proposed investments by foreign entities in US assets important to national security. Chaired by the US Treasury Department, CFIUS is comprised of representatives of other federal…

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Maybe drug prices should be high: covid-19 scrambles the DC debate over Big Pharma

General Policy

Erin Caddell
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President Trump and his two remaining rivals for the White House do not agree on much. But even these bitter political opponents concur that US drug prices are just too darn high.

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US policy update: the Biden bounce and the UK-US FTA

General Policy

Daniel Capparelli
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This US election cycle, GC team members in the Washington, DC and London offices are holding a series of conversations on the elections and wider US policy issues, and how each might impact investors and companies on both sides of the Atlantic. Below is a brief extract from the third conversation in the series, which begins by looking at Super Tuesday and what the results…

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General Politics

What industries might benefit from a Sanders presidency?

General Politics

Erin Caddell
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US Senator Bernie Sanders’ emergence a strong prospect to win the Democratic presidential race has led to intense hand-wringing of the political class in recent weeks. Republicans claim to be aghast that Democrats would nominate a self-proclaimed socialist. Mainstream Democrats are concerned Sanders is too liberal to beat Trump. Wall Street firms are busy making a list of…

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