2022 volume 32 issue 4

Global markets continue to be tested by enormous challenges today – a pandemic, inflationary pressures and geopolitical tensions. While the current economic climate is top-of-mind for business leaders, it is encouraging that many companies remain confident in their resilience and to see their relative optimism on their growth prospects. Drawing on the perspectives of 1,325 global CEOs across 11 markets, KPMG’s 2022 Global CEO Outlook survey (conducted ahead of the Russian government's invasion of Ukraine), provides insight into their three-year outlook on the business and economic landscapes. | Read Article |

Public issuers and investors are likely to forever debate the relative merits and drawbacks of shareholder activism. However, activism has become a mainstream feature of our capital markets. Faced with uncertain and challenging environmental, social, geopolitical and economic climates, being proficient at anticipating investor activism, in its myriad of forms, has never been more important, particularly as the key players and their toolkits continue to evolve. This article provides an overview of some recent trends and developments in shareholder activism, and offers practical guidance for investor relations professionals to more effectively navigate through the storm of complexity that activist situations present. | Read Article |

ESG Ratings: The Investor View

THE INVESTMENT COMMUNITY PERSPECTIVE

Right out of the gate, it is important to clarify language around this topic so that we can be precise. I find that people often use the language of ESG ratings as a very broad term when discussing ESG research and may include the much larger landscape of ESG disclosure frameworks. To be clear, my focus here is on the narrower field of organizations that provide some kind of rating or ranking of a company based on ESG. These ratings may be relative to a peer group or can be absolute in nature based on the company’s industry profile and ESG performance. | Read Article |

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