Insight

Insights

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

8

min read

Tesla Performance Award Recommendations

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.

Market commentary

7

min read

Data Centers/ More Support Than Meets the Eye

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

Market commentary

10

min read

Proxy Voting via the Wealth-Focused Policy

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

Market commentary

5

min read

Red Herring: Shareholder Proposals and Director Elections

Director elections have greater impact than ESG proposals. Shareholders can drive change more effectively by holding directors accountable.

8

min read

Tesla Performance Award Recommendations

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.

5

min read

Tricolor and First Brands Early Indicators

Early signs of distress at Tricolor and First Brands show how leverage, weak assets, and poor integration can foreshadow major credit losses.

Market commentary

9

min read

Be Careful What You Ask For (you might get it and regret it)

The major theme over the past couple of years has been what Niall Ferguson has labeled “The New Cold War”

Market commentary

8

min read

Faulty Assumptions; It’s Just Business

Ukraine’s resilience reveals a new kind of warfare—where agility and innovation beat scale. The same may apply to markets, business, and global power shifts.

Market commentary

8

min read

Breaking Bad; Accidents Waiting to Happen

From railroads to AI, promising innovations can end badly. We explore early warning signs in tech, autos, and sovereign debt markets.

Market commentary

3

min read

Egan-Jones’ Wealth-Focused Policy is the most popular third-party option on Vanguard Investor Choice

In its first year, Egan-Jones’ Wealth-Focused Policy became the top third-party choice on Vanguard’s Investor Choice platform.

Market commentary

6

min read

Avoiding the Killing Fields; New Challenges in Asset Management

Asset managers face a no-win ESG dilemma. Rethinking client segmentation and outsourcing proxy voting may help retain mandates.

Market commentary

5

min read

Attack of the Clones: why "benchmark" proxy voting doesn't work

Given the high volume of seasonal work facing proxy advisors, it may be tempting to base research of some policies off of a “benchmark”

7

min read

Delaware Exit: A Case Study of Dillard’s

Dillard’s Texas reincorporation shows that even with shareholder-unfriendly governance, strong returns can outweigh “best practice” concerns.

Market commentary

5

min read

The New Class Action Terror?

Class action “killing fields” ahead? Pfizer & Moderna face mounting lawsuits over COVID vaccine risks—investors should take notice.

7

min read

Underperformance at Under Armour: A Case for Director Accountability

Shareholders should hold Under Armour’s long-standing directors accountable for years of underperformance—vote AGAINST six incumbents.

Market commentary

5

min read

What the Market is Missing

Rising yields fuel concern, but history and policy suggest U.S. Treasuries remain secure, with Fed and fiscal moves ensuring timely payment.

Market commentary

7

min read

Massive Changing Assumptions

Geopolitical shifts show nuclear deterrence weakening, Russia vulnerable, and China eyeing opportunities—reshaping global risk.

Market commentary

6

min read

Fact or Fantasy; Deciphering the New Economic Landscape

AI-driven productivity gains may justify lofty valuations, but risks of uneven growth and tech hype cycles suggest caution in today’s market outlook.

7

min read

Family Feud at Lifeway Foods

Egan-Jones recommends that shareholders vote AGAINST all proposals in the Lifeway Foods consent solicitation.