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The slide uses a numbered list format to categorize four distinct themes in the activism landscape.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Surface ObservationLoop · Pattern Hunter1 hit
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Slide outlines three main areas: Universal Proxy, Proposed Regulation Changes (Rule 10-B1, HSR), and SEC Climate-Disclosure Rules.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · First Layer1 hit
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The slide uses a mix of stacked bar charts and grouped bar charts to visualize campaign frequency and composition.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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The slide uses a mix of bar charts, logo grids, and bubble charts to visualize activist trends.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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The slide uses a stacked bar chart to show market cap distribution and a table to list specific high-profile activist targets.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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The slide uses a stacked bar chart to show the composition of activist campaigns and a table to highlight specific recent M&A-related activist cases.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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The slide uses stacked bar charts to visualize board seat trends and activist performance metrics.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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Includes a waterfall chart for seat wins and a detailed table of specific company contests.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · So What Cascade1 hit
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Includes data from Bloomberg, FactSet, Insightia, 13D Monitor.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Deeper LayerLoop · Segmentation Split1 hit
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The slide is split into two main sections: 'Notable Q2 Updates' and 'Notable Q2 Campaign Launches'.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Core InsightLoop · Segmentation Split1 hit
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Includes a map icon, callout boxes for key insights, and data tables for companies targeted.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Core InsightLoop · Segmentation Split1 hit
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The chart uses a grouped bar approach to show year-over-year changes in campaign frequency by country.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Core InsightLoop · Segmentation Split1 hit
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The slide is split into two sections: 'Notable Q2 Updates' and 'Notable Q2 Campaign Launches'.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Core InsightLoop · Segmentation Split1 hit
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The slide is split into two sections: Notable Q2 Updates and Notable Q2 Campaign Launches, tracking activist firms, target companies, market caps, and specific event highlights.Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Core InsightLoop · Segmentation Split1 hit
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Barclays H1 2023 Review of Shareholder Activism 002 1Barclays H1 2023 Review of Shareholder Activism 002 1 · Barclays
Consulting deck Equity research Beat · Implications1 hit
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The slide presents a mix of forward-looking targets and current performance data for key financial metrics.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Includes footnotes regarding definitions of WM&I, client assets, and AUM/AUS.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide uses a comparison table format to contrast forward-looking targets with recent quarterly results.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Includes footnotes regarding currency mix, specific Q123 income adjustments, and fair value gains.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Includes specific footnotes regarding Visa B shares, inflation-linked positions, and leverage finance lending positions.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Includes footnotes regarding specific financial impacts and methodology for VaR and income distribution.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide presents a mix of forward-looking targets and current quarterly financial performance.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Includes a specific note regarding a post-model adjustment for US economic uncertainty affecting Q125 RoTE.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide uses a stacked bar chart to show Head Office income components over time, alongside key deal terms and financial impact metrics.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The chart illustrates the bridge between the starting and ending CET1 ratios, highlighting key drivers like profit, buybacks, dividends, and RWA changes.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a waterfall structure to bridge the gap between Q424 and Q125 RWAs.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a table-like layout to compare metrics, targets, and historical trends.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses waterfall charts to explain the bridge between starting and ending TNAV values.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a process-flow layout to compare current performance with future guidance and long-term targets.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Implications (So What)Loop · So What Cascade1 hit
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The slide uses a numbered list format to highlight investment thesis points.Q125 Results Presentation · Barclays
Consulting deck Equity research Beat · The Action (Now What)Loop · So What Cascade1 hit