Two UK companies have attracted very different activist theses — morning edition
Sachem Head’s Rightmove stake and Parvus’s Informa position imply different routes to unlocking value.
Read the note →The topic collection
Business & Institutions.
Companies, capital, policy and the institutions shaping the economy.
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55 notes across 21 editions. Dates refer to original publication; prices, events and availability may have changed.
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A Tokyo court raises the cost of using poison pills against activists — morning edition
A Tokyo injunction questions whether shareholder approval justifies diluting an activist seeking influence rather than control.
Read the note →The SEC opens an onchain annex to the stock market
The SEC’s bounded tokenized-stock experiment raises concrete routing, surveillance, corporate-action and halt-control questions.
Read the note →The Bank of England divides its gilt portfolio into three jobs
The Bank of England assigns different roles to gilt holdings based on maturity and currency-backing needs.
Read the note →Turkey changes the mechanics of its fund liquidation
Turkey’s funding and margin relief can slow forced sales without creating buyers for concentrated positions.
Read the note →A trading desk changes employers
JO Hambro’s outsourced trading arrangement tests whether scale can preserve the original desk’s portfolio knowledge.
Read the note →Turkey’s fund run exposes the problem with a rising NAV
Turkey’s fund redemptions expose the gap between marked NAV and realizable liquidity, alongside a brief Fed update.
Read the note →Keep in the loop
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