Global Investing

Investors investigated

November 20, 2012

We’ve wondered before about the validity of the British ‘shareholder spring’ narrative. A few high-profile casualties gave the story drama, but as we showed back in the summer, evidence of a widespread change in thinking was hard to find. KPMG has arrived at a similar conclusion this week.

Making the most of the shareholder spring

October 3, 2012

We’ve had a fair while to ponder the implications of a British AGM season which saw investors oust a few CEOs and deal bloody noses to a few others. We’ve also had some data which implies the revolt wasn’t as widespread as advertised, but Sacha Sadan at Legal and General Investment Management thinks we have seen something important, and something that must be exploited.

UPDATE: Well sprung?

May 29, 2012

(This May 25 post has been updated to reflect AGMs which took place on Friday and to include graphics)