FT News Briefing The rise of conservative shareholder activism
Apr 12, 2022
Investors are anxious as another tough U.S. inflation report looms. The war in Ukraine continues to drive a brain drain from Russia, intensifying its demographic crisis. Meanwhile, conservative shareholder activism is on the rise, with record proposals aimed at countering perceived corporate 'woke-ism.' Surprisingly, there are overlapping concerns between conservative and liberal investors. Plus, Epic Games secures an impressive $2 billion in funding to bolster its gaming metaverse ambitions.
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Investor Concerns
- Investors are divided on whether inflation or a recession is more concerning.
- Rising services inflation suggests inflation is becoming embedded, requiring aggressive Fed action, increasing recession risks.
Russia's Demographic Crisis
- Russia's population decline, a pre-existing challenge, is exacerbated by the war in Ukraine.
- The war-induced exodus of professionals and potential casualties worsen the demographic crisis.
Conservative Shareholder Activism
- Conservative shareholder activists are increasingly using proposals to challenge what they perceive as "woke" corporate policies.
- They mirror tactics used by liberal activists, focusing on issues like human rights and racial equity.