Recent Posts

Sweden should issue green bonds

Sweden is considering selling 100-year bonds to take advantage of the unprecedented decline in global yields. With almost half of the nation’s debt already owned by the central bank, though, there’s skepticism about how much demand the debt office can drum up in what is an already illiquid market. So the country should accelerate plans to issue its first green ...

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Sony’s Olympus sale is boon for activist investors in Japan

Dan Loeb’s team is unlikely to be celebrating over Sony’s decision to sell its stake in Olympus Corp. Investors in Japan have reason to put a few crates of bubbly on ice, though. The sale was a mere side note on the laundry list of changes that Loeb’s Third Point LLC asked for at Sony, in an eight-page letter published ...

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What if there was a trade war truce?

Even a trade truce could have its losers. The economic conflict between the US and China has been jarring, no doubt – decades-old commercial relationships have been torn up, supply chains are getting upended, global growth is slowing, and investors and businesses are rattled. On days when the standoff seems endless, you might find yourself asking: Can’t we just go ...

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