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    Breakingviews TV: Amazonville
    Posted on Thursday January 18, 2018

    Amazon has disclosed the 20 front-runners for its next headquarters – a shortlist that is high on common sense and low on imagination. Tom Buerkle and John Foley explore the e-commerce giant’s thinking, and suggest some missed opportunities.

    Breakingviews TV: GM's stock drive
    Posted on Tuesday January 16, 2018

    CEO Mary Barra reckons the carmaker's new trucks and self-driving strategy deserve more investor love. Antony Currie and Reuters News' Joe White explain the rationale and look under the hood of GM, Ford and Fiat Chrysler's prognostications at the Detroit Auto Show.

    Breakingviews TV: Bank-tax bingo
    Posted on Friday January 12, 2018

    John Foley and Richard Beales start spotting the effects of U.S. tax cuts on the first big bank earnings of the season from JPMorgan and Wells Fargo. One took a hit, the other a gain. Another buzzword may be CEO pay, where targets need to change.

    Breakingviews TV: Software M&A
    Posted on Thursday January 11, 2018

    The $5 billion purchase of a Kansas City software company has left both buyer and seller over $1 billion more valuable in investors’ eyes. Rob Cyran and John Foley ask whether the market has got ahead of itself.

    Breakingviews Predictions: Global markets issues and Canada
    Posted on Thursday January 11, 2018

    Reuters Breakingviews Global Editor, Rob Cox, and Reuters Canada Bureau Chief, Amran Abocar, lead a lively discussion with Bruce Flatt, Chief Executive Officer of Brookfield Asset Management, and Michael Sabia, President and Chief Executive Officer of la Caisse de dépôt et placement du Québec, to examine the most important issues facing global markets, economies and corporate finance in the coming year.

    Breakingviews Predictions 2018: Trump and NAFTA
    Posted on Wednesday January 10, 2018

    Michael Sabia, President and CEO of CDPQ, discusses the possible impact of Trump's administration pulling out of NAFTA, and the effect it will have on business, Canada, and the rest of the world's economy.

    Breakingviews TV: Going off-grid
    Posted on Tuesday January 09, 2018

    America’s cold snap has showed up the country’s problems in getting electrical power where it’s needed. Lauren Silva and John Foley discuss potential solutions, and why coal isn’t one of them.

    Breakingviews Predictions: Shareholder activism in 2018
    Posted on Wednesday January 10, 2018

    NEW YORK – Fresh from a successful proxy fight with Procter & Gamble, Trian Fund Management CEO and founding partner Nelson Peltz discusses how investors can better work with the companies they own in an exclusive interview with Reuters Breakingviews Global Editor Rob Cox.

    Breakingviews TV: Polishing P&G
    Posted on Monday January 08, 2018

    Lauren Silva Laughlin and Richard Beales assess how activist investor Nelson Peltz’s coffee-mug mantra, “sales up, expenses down,” applies to the $230 billion Procter & Gamble, and what more radical options there may be for the company.

    Breakingviews TV: Murdoch wins
    Posted on Friday January 05, 2018

    A new book detailing dysfunction in the Trump White House may result in ex-presidential aide Steve Bannon’s ouster from Breitbart News. Antony Currie and Jennifer Saba explain how this benefits octogenarian media mogul Rupert Murdoch as he prepares to launch New Fox.



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