Breakingviews TV: Unsmoke it
Philip Morris International is puffing about smoke-free alternatives at Davos. Company boss Andre Calantzopoulos talks to Gina Chon about the misperceptions of vaping and what regulators are getting wrong.
Reuters Video: Breakingviews
Breakingviews TV: Citi’s CEO
Mike Corbat stopped by the Reuters chalet in Davos to talk about business, sustainability, stakeholder capitalism and his own succession with Rob Cox.
Predictions 2020: Greening the financial system
How can companies and financial institutions manage the risks of climate change, while making the worst outcomes less likely? Here are highlights of a wide-ranging discussion moderated by Breakingviews EMEA Editor Peter Thal Larsen.
Greening the financial system: A Breakingviews debate
What roles should financial institutions be playing in battling climate change? Breakingviews EMEA Editor Peter Thal Larsen discusses it with a senior UK regulator, the CFO of a large multinational, and experienced financiers. Watch the complete London…
Breakingviews TV: Shadow play
China’s economic growth slowed to 6.1% last year amid a bruising trade war with the United States, and credit growth disappointed. Meanwhile, shadow lenders are moving to fill the gap. Pete Sweeney and Alec Macfarlane discuss what that means for the co…
Breakingviews TV: Orcel endgame
The 112 million euro lawsuit between UBS banker Andrea Orcel and Santander, the lender that hired him and then changed its mind, is due in court soon. The dispute, riddled with money, egos and errors, is ripe for settlement before that happens, as Pete…
Predictions 2020: Shareholder activism goes green
ValueAct Capital founder and CEO Jeff Ubben explains why it’s important to consider ESG in investments, what happens if companies don’t adapt and why the electric utility industry should be a priority. Here are highlights of his talk with Breakingviews…
Breakingviews TV: Fink think
Larry Fink’s BlackRock will challenge companies that don’t account for climate change and similar risks. The impetus comes from the clients who provide the asset manager’s $7.4 trillion. That’s one reason to believe BlackRock’s step may really matter, …
ValueAct Capital CEO Jeff Ubben discusses the Spring Fund
ValueAct Capital CEO, Jeff Ubben, sits down with Rob Cox, Global Editor of Reuters Breakingviews, to discuss the Spring Fund and his views on the future of shareholder engagement.
Breakingviews TV: Bank earnings
JPMorgan and Citigroup kicked off bank earnings season, and while trading is volatile as ever, overall the biggest firms look surprisingly snug. Meanwhile, Wells Fargo’s new boss Charlie Scharf has his work cut out convincing investors that dismal resu…