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All Insights Articles

  • The Key Information Hiding Behind ‘Consensus’ Target Stock Prices‌

    Ordinary investors generally can only see an average of analysts’ target prices for a given stock. In a new study, Yale SOM’s Thomas Steffen and Frank Zhang find that when the degree of variation within that “consensus” figure is large, it’s a bad sign for future returns. ‌

    A target surrounded by darts
  • Why CEOs Are Reaching Out to the New President

    Yale SOM’s Jeffrey Sonnenfeld writes that business leaders are engaging with the new administration because they want to collaborate on areas of shared interest—and steer Trump away from ill-advised policies.

    The U.S. Capitol, decorated for Inauguration Day
  • The Lessons for CEOs in the Turmoil at the Washington Post and the Los Angeles Times

    As they ended political endorsements at their respective newspapers, writes Yale SOM leadership expert Jeffrey Sonnenfeld , Jeff Bezos and Patrick Soon-Shiong provided a master class in how not to announce and explain a sudden change in direction.

    Jeff Bezos in front of a screen with the Washington Post logo
  • In Defense Of Dual-Class Shares

    The two-tiered structures, which offer more voting power to some shareholders, are frequently maligned. But Yale SOM leadership and corporate governance expert Jeffrey Sonnenfeld writes that they endow companies with a host of advantages, including a better return to investors.‌

    An illustration of a pie chart with a hand putting a fork into each segment
  • Finding Returns with a Demographic Lens on Commercial Real Estate ‌

    Dave Liu ’08, managing director at the investment management firm Harrison Street, says that investing in buildings that meet people’s needs in each phase of life provides resilience during economic downturns.‌

    A black and white photo of steel beams in a building under construction
  • Small Changes, Big Results: Research-Backed Tips for Living a Good Life in 2025‌‌

    We asked Yale SOM faculty for their best tips on living happily, healthily, and productively in the new year.‌

    Ripples on water in the sun
  • How Jimmy Carter Lost His Job and Found His Mission: A Personal Remembrance

    Drawing on a decades-long relationship with Carter, Yale SOM leadership expert Jeffrey Sonnenfeld reflects on the vast achievements and sometimes bewildering contradictions in his post-presidency.

    Jimmy Carter in Port-au-Prince, Haiti
  • A Cheap Way to Change Lives‌‌

    Yale SOM’s Dr. Howard Forman explains how the state of Connecticut is buying back the medical debt of thousands of low-income residents at cents on the dollar.

    A hospital bill
  • Making Impact Investing Work for System Resilience—and Investor Profits‌

    To confront interconnected environmental and social crises, impact investors will need to factor resilience-building into their expected returns, especially in the most vulnerable parts of the world.

    Kisenyi Bus Terminal in Kampala, Uganda
  • What Will the Return of Trump Mean for Connecticut’s Economy?

    Professor Jeffrey Sonnenfeld and co-author Steven Tian write that the president-elect’s policies could have disruptive effects on some of the state’s most important industries, for better and for worse.

    The General Dynamics Electric Boat shipyard in Groton, Connecticut.