December 1, 2018 / Fortune Asia / Volume 178 / Number 6 / 2019 INVESTOR’S GUIDE / THE 2018 BUSINESSPERSON OF THE
INVESTOR’S GUIDE 2019
Get Ready for Reentry
By MATT HEIMER
Now that stratospheric returns are a thing of the past, set up your portfolio for continued growth-and a soft landing.
PAGE NO. 38
Safety Meets Strength
By JEN WIECZNER with additional reporting by SCOTT DECARLO
Rising interest rates and global tensions are creating threats to growth. The best picks for investors? Companies strong enough to control their own destiny.
Where the Smart Money Is Headed
Moderated by MATT HEIMER
Our panel of experts hasn’t been fazed by the market’s recent volatility. Here’s where they’re spotting profitable opportunities.
Emerging Bulls: Worth the Rocky Ride
By SHAWN TULLY
Shaky currencies, scary economies, and global trade skirmishes shouldn’t deter investors from buying into these inexpensive, fast-growing markets.
PAGE NO. 66
The Death and Life of Value Investing
By ADAM SEESSEL
The dominance of tech companies has forced some of the best investors to reexamine their assumptions. Here’s how they’re handling this adapt-or-die moment.
Nelson Peltz’s Twin Challenges
By GEOFF COLVIN
The famed activist investor thought his Trian hedge fund could work its magic on a pair of troubled stalwarts, GE and Procter & Gamble. They proved to be two bridges too far.
THE 2018 BUSINESSPERSON OF THE YEAR
2018’s Top People in Business
The 20 stars listed here delivered not only on the hard numbers, but also on those intangibles that turn strong leaders into standouts.
PAGE NO. 87
No. 1 Progressive CEO Tricia Griffith
By ARIC JENKINS
She’s risen from the claims department to the corner office, transforming this 81-year-old insurer into a growth powerhouse.
This Year’s Top 20 in Business
Our ranking of top executives includes six female chiefs, the heads of five foreign firms, and leaders in industries ranging from luxury goods to light, sweet crude.
No. 4 Kohl’s CEO Michelle Gass
By PHIL WAHBA
Big-box retailers have tried for a decade to protect their revenues from the onslaught of e-commerce. This CEO may have found a winning formula.
Soar While You’re Ahead
By SHAWN TULLY
Delta bounced back from bankruptcy to become the most profitable of the Big Three U.S. airlines. The challenge for CEO Ed Bastian: widening Delta’s lead.
PAGE NO. 114
6 Decision Time
Humans may be herd animals, but our year-end guide will help you find the right investments before the crowd does.
By CLIFTON LEAF
9 Fortune’s 2019 Crystal Ball
Our in-house experts guide you through the biggest disruptions, innovations, and surprises that are likely to present themselves next year.
16 The Best Workplaces for Women
Fortune and research partner Great Place to Work spotlight 10 companies that provide female employees with equal opportunities for career advancement.
By RADHIKA MARYA
19 Netflix’s Oscar Factory
The Silicon Valley video giant has invested billions in original content. In Roma, it finally has a Best Picture contender.
By STACEY WILSON HUNT
23 Space Mining Comes Down to Earth
No other industry is as high-risk, high-reward as asteroid excavation.
By ANDREW ZALESKI
THE BEST IN BUSINESS 2018
25 The Highs and Lows of a Remarkable Year
Tariffs! Twitter tirades! Stomach-churning market volatility! The year in business did not lack for memorable moments.
31 Holiday Gift Guide
Fortune makes it easy to check off everyone on your list in record time.
By KATE FLAIM with CHLOE LIESKE
124 Diversity Pays Off
What investment has the best long-term returns with the least downside in any given year?
Text by CLIFTON LEAF; graphic by NICOLAS RAPP
ON THE COVER: ILLUSTRATION BY MARIO DE MEYER
ROMA: CARLOS SOMONTE-NETFLIX
ｩ Time Inc.