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Capital Allocation
Firm
Author
Type
Looking Back at M&A in 2025: Behind the Great Rebound
Bain & Company
Article
16 Pages
Capital Allocation
Morgan Stanley
Michael Mauboussin, Dan Callahan
Research
88 Pages
Global economic profit bounces back to an all-time high
McKinsey & Company
Marc de Jong, Peter Stumpner
Research
7 Pages
Dividends and Buybacks – Inertia and Me-tooism!
Aswath Damodaran
Research
23 Pages
Buybacks for US, Dividends for EU
Verdad
Chris Satterthwaite
Research
4 Pages
Which One Is It?
Morgan Stanley
Michael Mauboussin
Research
20 Pages
Why capital allocation matters for companies and investors
T. Rowe Price
David Giroux
Research
6 Pages
Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals
Morgan Stanley
Michael Mauboussin, Dan Callahan
Research
32 Pages
The Difference of Dividends
WisdomTree
Alejandro Saltiel, Matt Wagner
Research
6 Pages
Capital Allocation: Results, Analysis and Assessment
Morgan Stanley
Michael Mauboussin, Dan Callahan
Research
85 Pages
Examining Share Repurchasing and the S&P Buyback Indices in the U.S. Market
S&P Global
Liyu Zeng, Priscilla Luk
Research
27 Pages