breakingviews

Comcast’s optimism

Richard Beales talks to Jeffrey Goldfarb about the odds investors are attaching to the ultimate success of Comcast’s $45 bln-plus deal to buy Time Warner Cable. (more…)

GM backseat driver

The carmaker’s former restructuring guru and his hedge fund backers want a board seat and an $8 bln buyback.

Rob Cox and Reynolds Holding say the activists deserve a cautious welcome: (more…)

Breakingviews Predictions 2015 panel: New York

Roger Altman, Marco Annunziata, Eric Cantor, Bob Diamond and Ruth Porat weigh in on the year ahead at our Predictions 2015 panel in New York. Read our recap of the event or watch the entire panel session below: (more…)

Crystal-gazing with Breakingviews Predictions 2015

Reuters Breakingviews 2015 Predictions panel

On the evening of Jan. 12th, a crowd of financial leaders came to our Times Square office to hear a panel of industry all-stars discuss the “Predictions 2015: Animal Spirits and Crisis Ghosts.” The new ebook, Breakingviews’ latest look into the future, takes on topics such as near-term expectations for the global economy, the impact of low oil prices, M&A, activism and cybersecurity.

Reuters Breakingviews Editor Rob Cox moderated a panel that included: (more…)

Journalist spotlight: Richard Beales offers inside look at new Breakingviews Predictions book

Reuters Breakingviews recently published its annual book of predictions for the coming year, aptly titled Predictions 2015. In the book, columnists on three continents apply insight and intelligence to topics ranging from global economic growth to oil prices, the fate of banking giants like Bank of America and Deutsche Bank, activist investors’ next targets and the UK’s next government. The collected predictions range from the controversial to the analytical, accompanied by images and interactive graphics designed to help readers make a year’s worth of smart decisions. In a Reuters Best: Journalist Spotlight Q&A, Richard Beales – who led the charge from the U.S. – offers an inside look at Breakingviews’ Predictions 2015.

Q. How long has Breakingviews been publishing the predictions book? How did the ideas and themes behind this year’s book come about?

A. Breakingviews has been publishing a collection of forward-looking commentaries every January since at least 2008, before Reuters acquired it in late 2009. The predictions originally served two selfish purposes: ensuring we had enough copy to send out over the holidays when financial news and people are scarce, and forcing us to think about themes that would need covering in the year ahead. Of course it also proved a great way to showcase our work and introduce ourselves to new readers and sources.

Q. Can you talk a bit about the work behind it? (more…)

Reuters Breakingviews predicts what’s ahead for 2015

proxy

Reuters Breakingviews released its annual predictions book this week, preparing readers for the year ahead with punchy, provocative views on what will happen in 2015 – and what won’t happen, but should. Columnists on three continents apply insight and intelligence to topics ranging from global economic growth to oil prices, the fate of banking giants like Bank of America and Deutsche Bank, activist investors’ next targets and the UK’s next government.

The collected predictions range from the controversial to the analytical, accompanied by images, interactive graphics and calculators designed to help readers make a year’s worth of smart decisions. And whether the forecasts prove spot on, half right, or misguided, each of them offers the agenda-setting financial foresight Breakingviews readers have come to expect.

Animal Spirits and Crisis Ghosts (more…)

Breakingviews: Animal spirits and crisis ghosts

What’s ahead for 2015?

In the video below, Breakingviews editors talk oil prices, big bank breakups and the ghosts of crises past: (more…)

Journalist spotlight: Robert Cole on how Breakingviews correctly predicted Germany’s World Cup victory

In December, Reuters Breakingviews editors applied their analytical skills to the World Cup, declaring “Germany is going to win the soccer World Cup” in a column written by Breakingviews assistant editor Robert Cole. Earlier this month, that prediction proved accurate when Germany beat Argentina in the final. Breakingviews editors used the “Soccernomics” calculator, based on players’ transfer value and countries’ economic and social factors to crunch the numbers. In a Reuters Best: Journalist Spotlight Q&A, Robert offers an inside look at how they produced the calculator and made the on-the-nose prediction.

Q. How did the idea for doing a World Cup calculator and prediction come about?

A. Breakingviews compiles a short book of Predictions each December, usually with around 40 separate pieces. Most are on markets, investment banks, corporate finance, economics and asset management. We sprinkle in a few ‘fun’ subjects too, and this is where the ‘Germany will win the World Cup’ prediction came in. It was the first time we’d undertaken an exercise in soccer as specific as this.

Q. What is the process of putting this calculator together? How are the various measurements selected? (more…)

A look back at how we covered the 2014 World Cup

World Cup

It’s been an amazing month of football (or soccer!) as the whole world watched the 2014 World Cup in Brazil. Our reporters and photographers did a great job of covering all the nail biting highs and lows that have kept us on the edge of our seats, but there have been many other ways to follow the event through our web sites, social media, tools and technology.

Here’s a look back at how we followed the last month of great sporting moments and creatively gave people a chance to get involved: (more…)

Brace for trouble in China’s property market

China’s property market is teetering on the brink of a major correction, but regional differences mean the pain won’t be spread equally, says Reuters Breakingviews’ John Foley.

Watch more Breakingviews episodes.