Off banking topic; thinking about disruption, and systemic economic change its worth reflecting and remembering how GE was held up as the MBA case study for many years in the 90’s for their management approach, yet the environment has still shifted away from their manufacturing roots, and caught them off guard.

FT.com / Companies / Energy Utilities Mining – GE launches radical shake-up

GE’s shares have underperformed the S&P 500 Index in the past five years and are down 23 per cent in 2008, emboldening some investors to press Mr Immelt for more dramatic changes, including a possible break-up of the conglomerate.