- in Asia
- in Asia
- in Asia
- with readers working within the Retail & Leisure industries
- within Law Practice Management, Criminal Law, Litigation and Mediation & Arbitration topic(s)
The A&M Activist Alert (AAA) reports provide a comprehensive analysis of shareholder activism trends across Europe and the United States, offering insights into evolving market dynamics, activist strategies, and corporate responses.
The October 2025 U.S. Prelude AAA report marks the first publication with a U.S. perspective, serving as a prelude to a more detailed report set to launch in Q1 2026. This inaugural U.S. edition explores the rise in activism post-2024 elections, the role of M&A, and the concept of an Equity Story—a strategic narrative that aligns corporate performance with investor expectations.
The European AAA report, published since 2017, examines the impact of market volatility, sector-specific activism, and geographic trends, highlighting the importance of operational transformation and compelling equity narratives to maximize shareholder value in Europe.
Both the EMEA and US AAA Reports underscore the growing significance of proactive corporate strategies to mitigate activist pressures and enhance long-term value creation. While the European report reflects on recent trends and predictions for 2025-2026, the U.S. prelude introduces key themes relevant to the United States, anticipating in the upcoming full edition.
Whilst we do not publicly release individual company predictions, we would be delighted to discuss specific AAA modelling and analysis for any particular corporate with a senior member of the company.
Originally published on 20 October, 2025
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
