Interesting disconnect in a new study on activist investing:
Overall, 56% of respondents expect to see an increase in shareholder activism in the next 12 months. But only 39% of corporate respondents expect the amount of activism to grow, compared with 72% of shareholder activists responding to the survey.
Get that? Most corporate sorts donâ€™t think we will see an upswing in activist investing in the coming year, while most activist investors â€“ the people who actually do that sort of thing â€“ think theyâ€™re wrong. Gosh, wonder who is right?