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Interview about research showing revival of disruptive activism

 

For the report referenced in the article and interview below (including the subsequently published 2nd and 3rd segments), see

 

Source: IR Magazine, March 15, 2017 article and video, also March 22 and March 29 segments


What made shareholder activism ‘a hot strategy' again?


March 15, 2017  | By Ben Ashwell

IR Magazine invited Activist Insight to our New York office to discuss how politics and economics have affected trends in shareholder activism

A total of 758 companies received public demands from activist investors last year – a 13 percent increase on the number of targeted companies in 2015, according to The Activist Investing Annual Review.

In the review, Josh Black, editor-in-chief of Activist Insight, notes that 'for activists, 2016 was a disjointed year, with mixed fortunes either side of the summer'.

In this video, we explore why activists' fortunes changed in 2016, both from a political and economic perspective.

On the result of the US election, Black says: ‘In many cases it turned flat years into double-digit years, halved losses and made activism a hot strategy again… There’s a lot of optimism that tax reform, repatriation of overseas capital [and] deregulation can help spur some of the industries that activists have been piling into recently to new and greater heights.’

Black also talks about how the drop in the price of sterling after the Brexit referendum made UK stocks attractive to US investors and whether there is still value to be found in the public markets.

Watch the video below and look out for next week’s video, where Black discusses activism trends around the world.

 

 


Where were activists most active in 2016?


March 22, 2017 | By Ben Ashwell
 

In the second installment of our video series with Josh Black, editor-in-chief of Activist Insight, we discuss the regional trends driving activist performance

 

Of the 758 companies targeted last year by shareholder activists, 505 were based in North America, according to Activist Insight.

The US saw a 9 percent increase in companies targeted, from 418 in 2015 to 456 in 2016. In Canada, however, there was an 18 percent fall in the number ...

 

 


What to do if an activist targets you


March 29, 2017  | By Ben Ashwell

 

In part three of our video series with Activist Insight, we discuss what companies are doing today to prepare for an assault from activist investors 

 

In the first two parts of our video series with Josh Black, editor-in-chief of Activist Insight, we discussed how activists performed in 2016, their outlook for 2017 and where they were busiest during last year.

 

In this final installment, Black outlines his top tips for IROs if an activist shows ...

 

 

 

 

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