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

China is outflanking global industries with speed, scale, and state-backed strategy, upending assumptions and shaking up global competition.

Business location matters less in a digital world, but tax, talent, and politics still shape corporate strategies globally.

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

Egan-Jones offers early, independent proxy advice, focusing on fundamentals to maximize shareholder value, differing from other advisors.

AI promises efficiency but risks widening inequality. Gains may concentrate among investors, leaving displaced workers behind.

Founders start the story, but leaders like Cook, Nadella & Pichai sustain growth. Buffett’s Apple bet shows value evolves with leadership.

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

Egan-Jones publishes its 2026 Draft Proxy Policies and seeks feedback by Dec 3. Review updates across all policy categories.

Egan-Jones backed Musk’s pay plan unlike peers, reflecting investor support. Proxy choice matters when others miss investor sentiment.

Egan-Jones recommends withholding votes from Cracker Barrel directors and CEO Masino due to ongoing decline and poor results.

Credit tides are shifting fast; Autos collapsing, retail reinventing, crypto rising, and workers left behind. Adapt or be swept away.

Private debt is reshaping finance; filling banks’ void, fueling growth, and exposing risks that could redefine the future of credit markets.

Explores shifting global power as America’s dominance fades, highlighting economic, military, and geopolitical “Ch-Ch-Changes.”

AI-driven data centers surge as top firms race for speed, power, and reliability—balancing innovation with energy and infrastructure challenges.

Performance over process: Egan-Jones’ Wealth-Focused Policy centers returns and real accountability.

As featured in the HLS Forum on Corporate Governance: ESG shareholder proposals get attention, but director elections have more impact.

Under its Wealth-Focused Policy, Egan-Jones recommends shareholders vote FOR the Performance Award while under its remaining "off-the-shelf" policies, Egan-Jones recommends a vote AGAINST.