breakingviews

Know what: Opening opportunity’s gates

2014 Annual Report

2014 was a year in which knowing more — who, what, why and how — was critical to informed decision making and successful outcomes. Explore our 2014 Annual Report.

As deal activity resurged around the world in 2014, global investment banking fees across mergers and acquisitions and capital markets activity saw a nearly seven percent increase over last year and their strongest annual period since 2007. China’s 37.4 percent increase over the previous year was just one measure of the enormous changes afoot.

In 2014, China became the world’s largest economy and the renminbi (yuan) became the second-most-used currency in the world for trade finance. The launch of Shanghai-Hong Kong Stock Connect, a major step forward for China cross-border investment, is part of significant financial reform that seeks to bring globally accepted governance standards to the country’s capital markets and financial institutions. And Alibaba’s US$25 billion IPO on the New York Stock Exchange was the largest in history, joining four other China-based companies among the world’s largest IPOs. (more…)

Breakingviews: April fools

In five years of shooting a daily TV show, Breakingviews columnists have flubbed things on occasion. Here’s a sampling for April Fools’ Day: (more…)

China, Alibaba, & global deal trends

Watch this video interview with Global Editor in Chief of Reuters Breakingviews Rob Cox, where he talks about covering some of 2014’s biggest stories including China’s emergence, the Alibaba IPO launch, and global deal trends in 2014 and the outlook for this year.

Know more:

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Trends in deal making – Q1 review

REUTERS/Brendan McDermid

Global merger activity is off to the best annual start since 2007 as deal making momentum has carried into this year, powered by strong activity in the telecom, healthcare and real estate sectors and a record start for Asia Pacific M&A. As the bond markets continue to await policy changes from central panks and world stock markets move in and out of record territory, what will 2015 bring for deal makers and investors?

Join us for our compliemntary webcast with experts Matt Toole, Head of Deals Intelligence, and Jeff Goldfarb, US Editor, Reuters Breakingviews, for a closer look at the trends that are driving global deal making this year.

Our session will highlight the following topics: (more…)

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

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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…)