January 2015 – Valence Newsletter Special

    • Chemicals has been one of the most favored sectors for shareholder activists
    • Chemical companies’ portfolio structures combined with high profitability will continue to be highly attractive to activist investors
    • European chemical companies will become increasingly vulnerable as the saturation of shareholder activism in the US encourages increased focus abroad
    • More proactive and robust defence strategies are needed to successfully resist activist intervention

Download Special Issue Jan 2015