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International

Rob Cox

The Exchange: Zurich CEO takes on 2022’s big risks

Jan 13 2022

ZURICH (Reuters Breakingviews) - Failure to reduce carbon emissions is top of mind for Mario Greco, who has run the 65 bln Swiss francs insurer for the past six years. But other hazards, like loss of social cohesion and geopolitics, are also on the horizon, he tells Rob Cox in a Breakingviews Predictions chat.

Viewsroom: A $3 trln Apple, Theranos boss busted

Jan 06 2022

NEW YORK (Reuters Breakingviews) - The company led by Tim Cook hit another mega-milestone thanks to a lightning focus on the iPhone universe and investor willingness to accord it a market-beating multiple, Richard Beales explains. And Elizabeth Holmes draws bright lines between hype and fraud, Gina Chon says. 

Big transitions are better embraced than resisted

Jan 04 2022

ZURICH (Reuters Breakingviews) - The dictionary defines transition as a “change from one state or condition to another.” That sums up the world as 2022 arrives. Whether it is the move away from an economic system reliant upon hydrocarbons, vanquishing the Covid-19 plague or central banks ending the free-money era, extraordinary shifts are occurring across the planet that will shape markets, corporate finance, politics and economies well beyond the coming year. These are the themes that inform Reuters Breakingviews’ annual book of predictions and prescriptions: “A World in Transition”.

Viewsroom: More 2022 predictions and prescriptions

Dec 30 2021

NEW YORK (Reuters Breakingviews) - M&A bankers will need to think small, in size, but big when it comes to helping clients meet net-zero climate targets. Watch for Big Pharma to tool up in the data arms race. And the Great Resignation will hit executive suites because running companies remotely is no fun.

The Exchange: Environmentalist on Exxon’s board

Dec 27 2021

NEW YORK (Reuters Breakingviews) - Kaisa Hietala was one of the directors elected by shareholders in May through activist Engine No. 1’s successful campaign to green up the $250 bln oil giant. The former Neste executive from Finland sat down with Rob Cox to explain her vision for creating sustainable businesses.

ESG acronym is due for a spin-off of its initials

Dec 23 2021

NEW YORK (Reuters Breakingviews) - General Electric’s doing it. So is Toshiba. And Johnson & Johnson. Breakups are all the rage and rightly so: The individual parts of sprawling corporations can be better managed on their own and are arguably worth more separately than the whole. But the biggest breakup of 2022 won’t be company specific. It’s time to spin off the letters in ESG.

Viewsroom: Some of our 2022 predictions, Part One

Dec 23 2021

NEW YORK (Reuters Breakingviews) - Look for an end to the cult of revenue and another milestone for Microsoft. As net-zero efforts falter, investors ready a Plan B. Riyadh becomes strangely appealing. The World Cup pays dividends for the Gulf. And chips become Taiwan’s green calling card. Our columnists explain.

The Exchange: Top chef who turned his back on meat

Dec 14 2021

ZURICH (Reuters Breakingviews) - Daniel Humm’s Eleven Madison Park in New York garnered three Michelin stars and was voted the world’s best restaurant in 2017. But after the pandemic, the marathoning Swiss transplant pivoted his kitchen entirely towards plant-based cuisine. He tells Rob Cox why.

The Exchange: Making nukes greener and friendlier

Nov 30 2021

ZURICH (Reuters Breakingviews) - The fight to reduce CO2 emissions is forcing a rethink about the role of nuclear power, says Rafael Grossi, head of the International Atomic Energy Agency. But convincing holdouts like Greta Thunberg will take more than turning Homer Simpson into a paragon of nuclear safety.

Cox: French finance will take an electoral pause

Nov 30 2021

ZURICH (Reuters Breakingviews) - It should have been what the French call “une évidence” – a no-brainer. Nearly a year ago, Alimentation Couche-Tard, a Quebec convenience store chain, offered to drop $20 billion in the land of its founders’ forebears to buy French grocer Carrefour. The Quebecois promised to invest billions of euros in the business and not to fire anybody. Yet Gallic President Emmanuel Macron’s government dismissed the deal with a Jupiterian wave of the hand.

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