The Globe and Mail reports in its Wednesday, July 9, edition that activist shareholders are gearing up to advocate for corporate changes, driven by renewed confidence as deal-making accelerates. A Reuters dispatch to The Globe reports that experts predict an increase in disputes over corporate leadership, operational improvements and spinoffs in the second half of 2025, with companies preparing for potentially costly battles, though some activist investors may seek compromise.
JPMorgan's Alfredo Porretti says: "Activity in the back half of the year will be more significant. Activists are aiming more carefully but are not pulling the trigger yet." The anticipated rebound in global company campaigns follows a quiet second quarter, which saw only 59 launches, including Hewlett Packard Enterprise and Kenvue, maker of Band-Aids and Tylenol. Investors say many activists remained on the sidelines in the second quarter, worried about how President Donald Trump's tariffs and tax policies might affect their proposed strategies to improve corporate performance.
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