Interviewed by David Young

In this episode of our Building Competitive Advantage in a Sustainable World podcast, David Young — a BCG Henderson Institute Fellow researching Sustainable Business Model Innovation — interviews Schneider Electric’s Chief Strategy & Sustainability Officer, Olivier Blum.

Schneider Electric was recently named the world’s most sustainable company by Corporate Knights, a leading global sustainable business publication. David and Olivier discuss how the company achieved this, by transitioning from having Corporate Social Responsibility initiatives that were separate from the business to making sustainability a core source of business advantage.

Olivier has a unique perspective on this transformation…

Inspiring the Next Game

Interview by Massimo Russo

When building an ecosystem that relies on shared data, attracting partners is critical.

In this episode of the Inspiring the Next Game podcast, we hear from Lane Arthur, Vice President of Data, Applications, and Analytics at John Deere on their journey to build a precision agriculture platform that attracts both farmers and service providers.

You can listen to the conversation on the link below, or on Apple Podcasts and Spotify.

Previous episodes

Quick take

By Philipp Carlsson-Szlezak and Paul Swartz

Are equity prices too high and a painful comeuppance in the offing? The risk of rising interest rates is a dominant market fear, as demonstrated earlier this year when rates spiked and equity markets shuttered. Yet, as rates stabilized equity markets notched new highs — so should we fear rising rates or not? We use two key visuals to illustrate the long-term dynamics of bond-equity correlations and why rate levels and their speed of change are two very different threats to equities.

Read more

About the authors

Philipp Carlsson-Szlezak is a partner and managing director in…

Thinkers & Ideas

Interviewed by Martin Reeves

Dambisa Moyo is an economist and best-selling author who focuses on macroeconomics and global affairs. She currently serves on the boards of Chevron Corporation and the 3M Company. Previously, she was a board member of Barclays, Barrick Gold, and Seagate Technology, and worked at Goldman Sachs and at the World Bank.

Her new book, How Boards Work: And How They Can Work Better in a Chaotic World, builds on her experience as a board member of global companies. …

Quick take

By Philipp Carlsson-Szlezak and Paul Swartz

Inflation continues to be top of mind for executives in the U.S. One sentiment we often hear is that because input prices are rising, inflation must be on the way. However, the link between producer price inflation (PPI) and consumer price inflation (CPI) is weak. In this Quick Take we take three angles and use a key visual to illustrate why this is the case. Lacking pricing power, firms are more likely to absorb the pressures in margins or offset them with greater productivity than pass them through to consumer. …

By Philipp Carlsson-Szlezak and Paul Swartz

Investors in value stocks have had a tough run for many years relative to growth investors, a dual punch of discount rates shifting lower and growthy firms beating expectations. Now murmurs of a turning point are in the wind, thanks to the continuing inflation debate. The expectation that many hold today about inflation (and rates) moving higher would hurt growth stocks more than value stocks, while the latter should have an easier time beating their own subdued expectations in the post-pandemic economy.

While the value/growth debate is about much more than just inflation and…

By Philipp Carlsson-Szlezak and Paul Swartz

Fiscal stimulus helped save the economy in 2020 — today more stimulus is seen as an economic risk because it may overheat the economy or stifle the labor market. These twin concerns are legitimate but survey data sheds light, even if imperfectly, on the more nuanced nature of those challenges.

Read more

About the authors

Philipp Carlsson-Szlezak is a partner and managing director in BCG’s New York office and chief economist of BCG. He can be reached at

Paul Swartz is a director and senior economist in the BCG Henderson Institute, based in BCG’s New York office. He can be reached at


Interviewed by Martin Reeves

In the absence of excessive regulation or anti-competitive practices, industries are observed to evolve toward an optimal market structure called the Rule of Three. This entails that a market with three full-line generalist firms that are volume-driven and with numerous successful small specialists that are margin-driven. …

By Rich Lesser and Martin Reeves

Companies often look to the decade ahead to ground their strategies in long-term shifts. After the Covid-19 crisis forced leaders to shift their attention to navigating critical short-term issues, many are now refocusing on the longer-term agenda for their businesses. In contrast to the global financial crisis, which seemingly slowed the long-term change agenda, Covid-19 has done exactly the opposite: long-term imperatives have been accelerated by the pandemic.

Two years ago, we laid out an agenda for business leaders to win the ’20s, which examined the ongoing forces reshaping business and identified five broad…

Interviewed by Martin Reeves

The Covid-19 crisis illuminated the value of resilience in business, as some companies were better able than others to absorb the shock and take advantage of lasting changes. As the acute portion of the crisis fades, many leaders have articulated a desire to build resilience into their companies. However, there is not yet a well-codified playbook for measuring and managing resilience systematically.

Martin Reeves, Chairman of the BCG Henderson Institute, was recently joined by Kristin Peck, Chief Executive Officer of Zoetis, and Don Allan, President and CFO of Stanley Black and Decker, for a conversation at…

BCG Henderson Institute

The Boston Consulting Group's strategy think tank, dedicated to sharing ideas and inspiration that help forward thinking leaders shape their next game.

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