Investment Week (March 6)
“January was a disappointing month for asset managers as cautious investors withdrew £3bn from markets, according to figures from the Investment Association (IA)…. Active funds in general, and equities, particularly UK equities, were hardest hit.” UK equity funds suffered their “ninth-year of outflows in 2024” while investors have been “reacting to high levels of uncertainty” with “factors including confusion over interest rate cuts, the impact of then-anticipated tariffs from the newly elected President Trump and a market shake up.”
Tags: Shake-up
New York Times (April 4)
The importance of “a robust defense” is one clear takeaway from Disney’s success against activist investor Nelson Peltz. “Executives, led by the Disney C.E.O. Bob Iger, mapped out a series of bold initiatives last autumn, in part to blunt Peltz’s calls for change…. That included cost-cutting efforts, an investment in the video game giant Epic Games and a shake-up in the struggling movie division.”
Tags: Activist investor, Bold initiatives, Cost cutting, Disney, Epic Games, Iger, Investment, Movie division, Peltz, Robust defense, Shake-up, Struggling, Takeaway, Video game
