Following a break for the Easter weekend, this week we look at concern among investors that executives are set to profit from coronavirus. Next, we look at what coronavirus could mean for notions of “stakeholder” capitalism. We continue by suggesting that there is light at the end of the tunnel for dividend payments, before presenting the argument that recent quarterly guidance suspensions should lead to their permanent cancellation. We also
examine what appears to be a lull in activist investor activity during the outbreak of COVID-19. Finally, we look at the only question CEOs need to be answering on results day.

For further information please contact Linda Bertolissio or Riina Rintanen.