Insights

Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.

Jack in the Box: Up in Smoke

Jack in the Box shares fell 76% in two years as weak branding, poor strategy, falling sales, and heavy debt drive board opposition.
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The New “Golden Age”?

Negative headlines miss the point: geopolitical shifts, fiscal discipline, and technology gains support a more optimistic long-term outlook.
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Asset Managers move away from structurally conflicted proxy advisors

U.S. proxy voting is dominated by conflicted, concentrated firms mixing advice, voting, and consulting—undermining trust and accountability.
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Corporate Governance Commentary: The Importance of Being Earnest (and Independent)

Proxy advisors face growing scrutiny over conflicts and concentration, driving calls for reform and clearer separation.
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Major Trends, Risks and Opportunities in the Coming Year

From AI to geopolitics, 2026 will test economies and investors alike. Navigate rising risks, power shifts, and tech revolutions.
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Bowyer Policy Now Available with Egan-Jones Proxy Services

Egan-Jones adds the Bowyer Policy, expanding proxy voting options for investors focused on shareholder primacy and neutral governance.
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The Coming Storm: Likely Fallout from China’s Focus on Strategic Industries

China’s state-driven strategy disrupts global markets by investing heavily in strategic sectors, ignoring traditional business norms.
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The Coming Storm: Implications of the Recent Executive Order

A new executive order increases scrutiny of proxy advisors and reminds investment managers they remain responsible for voting decisions.
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Case study
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Lessons Unlearned - Avoiding the Next Tricolor

Tricolor failed because its lending model didn’t work. Fraud hid the problem, and early warning signs were missed.
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Capitalistic Communism is Changing and Challenging the World

Communist states adopted market capitalism to preserve power, reshaping global competition and challenging Western economic assumptions.
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Case study
6
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Beyond Benchmark: What Custom Really Means

Geopolitics, energy, innovation & EVs: navigating the gap between market hopes and hard truths in a shifting global landscape.
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Case study
7
 min read

Industry Rollups: A New Opium War but in Reverse

China is outflanking global industries with speed, scale, and state-backed strategy, upending assumptions and shaking up global competition.
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The Singapore Solution; Mamdani, Monaco & Switzerland

Business location matters less in a digital world, but tax, talent, and politics still shape corporate strategies globally.
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You Can’t Always Get What You Want … You Get What You Need

Geopolitics, energy, innovation & EVs: navigating the gap between market hopes and hard truths in a shifting global landscape.
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Egan-Jones Leads the Market in Contested Situations

Egan-Jones offers early, independent proxy advice, focusing on fundamentals to maximize shareholder value, differing from other advisors.
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AI Future: Not What You Think

AI promises efficiency but risks widening inequality. Gains may concentrate among investors, leaving displaced workers behind.
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More Than One Path to Salvation (but not fame)

Founders start the story, but leaders like Cook, Nadella & Pichai sustain growth. Buffett’s Apple bet shows value evolves with leadership.
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Good Intentions Gone Bad; No Free Lunch

Chasing social and business goals strains firms; success comes from focus, smart risk management, and clear credit-based decisions.
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