#BVPredicts

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The latest Sharewatch! https://t.co/Yst7MmZt43 #bvpredicts

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From @Breakingviews: ValueAct Capital’s Jeff Ubben discusses the importance of having public companies invest in environmental and social goals. Listen to the conversation from last month: https://t.co/AZkuR3zeH7 #BVPredicts

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Podcast: ValueAct Capital founder Jeff Ubben joined @Breakingviews last month to discuss ESG investing and how companies can move away from shareholder primacy #BVPredicts https://t.co/2oCVckaaSW

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Podcast: ValueAct Capital’s Jeff Ubben discusses the importance of companies investing in long-term environmental and social goals. #BVPredicts https://t.co/ncSkKmCamH

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The Exchange podcast: ValueAct Capital founder Jeff Ubben joined @rob1cox at New York Predictions last month to discuss the Spring Fund and sustainable investing. #BVPredicts Listen on Spotify: https://t.co/9Qq6vTSVMD

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Una Galani
6 months ago

BIG. Activist investor Elliott takes on Masayoshi Son’s $90bln @SoftBank. This will cause waves from @AlibabaGroup to @oyorooms. And our @LiamWardProud predicted it all. Brace yourself for a face off between cynics and dreamers! https://t.co/uTM6l1LnQj #bvpredicts @Breakingviews

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@LiamWardProud wrote in December that SoftBank Group could use an activist investor because of its poor governance and weak performance. Now Elliott Management has invested in the tech-to-telecom conglomerate, according to reports. #BVPredicts https://t.co/jwSuNwlXO4

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From @Breakingviews: How low interest rates are not all bad for banks #BVPredicts https://t.co/iOwN9z8wuc

From @Breakingviews: How low interest rates are not all bad for banks #BVPredicts https://t.co/iOwN9z8wuc

From @Breakingviews: How European banks can compete on a global scale #BVPredicts https://t.co/kgHLL0VOm2

From @Breakingviews: How European banks can compete on a global scale #BVPredicts https://t.co/kgHLL0VOm2

From @Breakingviews: How to tackle the risk of government bond concentration #BVPredicts https://t.co/Y6BFNfdJ8R

From @Breakingviews: How to tackle the risk of government bond concentration #BVPredicts https://t.co/Y6BFNfdJ8R

From @Breakingviews: Consolidation is on the 2020 to-do list of EU regulators #BVPredicts https://t.co/bc5TsLcvdX

From @Breakingviews: Consolidation is on the 2020 to-do list of EU regulators #BVPredicts https://t.co/bc5TsLcvdX

From @Breakingviews: How European banks can improve profitability #BVPredicts https://t.co/2niTdd0mm0

From @Breakingviews: How European banks can improve profitability #BVPredicts https://t.co/2niTdd0mm0

From @Breakingviews: How European banks can cope with regulation and still make money #BVPredicts https://t.co/TyFM7Uopdv

From @Breakingviews: How European banks can cope with regulation and still make money #BVPredicts https://t.co/TyFM7Uopdv

The U.S. central bank may join a group of its peers in addressing climate risk. There are good reasons for Powell to nudge the Fed into the Network for Greening the Financial System in 2020, wrote @rob1cox in December. https://t.co/GxZgp03uqq #BVPredicts https://t.co/cW4boK5KLf

The U.S. central bank may join a group of its peers in addressing climate risk. There are good reasons for Powell to nudge the Fed into the Network for Greening the Financial System in 2020, wrote @rob1cox in December. https://t.co/GxZgp03uqq #BVPredicts https://t.co/cW4boK5KLf

From Paris to Mumbai to Hong Kong, U.S. President Donald Trump appears poised for re-election. New Yorkers had a different take. Plus, India and BlackRock look good and Apple’s iPhone is built to last, writes @rob1cox: https://t.co/US7NytFunL @ReutersFlasseur #BVPredicts https://t.co/69jBD7fhjt

From Paris to Mumbai to Hong Kong, U.S. President Donald Trump appears poised for re-election. New Yorkers had a different take. Plus, India and BlackRock look good and Apple’s iPhone is built to last, writes @rob1cox: https://t.co/US7NytFunL @ReutersFlasseur #BVPredicts https://t.co/69jBD7fhjt

And that’s about it from Breakingviews Predictions 2020. Buon appetito. @Breakingviews #BVPredicts https://t.co/sUEfA8IQ55

And that’s about it from Breakingviews Predictions 2020. Buon appetito. @Breakingviews #BVPredicts https://t.co/sUEfA8IQ55

Mediobanca CEO Nagel says risk-weighting banks' sovereign holdings "not a taboo". @Breakingviews #BVPredicts

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Banco BPM CEO Castagna says not against setting rules on share of bank's capital that can be held as govt bonds. @Breakingviews #BVPredicts

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Mediobanca CEO Nagel says Italy's banks tell him that with today's capital buffer requirements it’s impossible to do M&A. @Breakingviews #BVPredicts

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