Roula Khalaf, Editor of the FT, highlights stories in this newsletter, including Darren Walker’s struggle to secure shareholder support at Ralph Lauren, joining the ranks of “zombie” board members who lack majority backing. This governance issue has sparked concerns among investors about weakening shareholder rights globally, with Vanguard and TRowePrice emphasizing the importance of strong accountability and disclosure. The prevalence of zombie directors in the US, due to plurality board elections, contrasts with stricter standards in other markets, prompting calls to maintain high governance standards to prevent a race to the bottom.
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Moody's (MCO) Q2 2025 Earnings Call Transcript
In Q2 2025, Moody's (NYSE:MCO) showed resilience by achieving revenue growth and increased adjusted operating margins despite a tough origination landscape and issuance declines. The company is focusing on private credit for growth, enhancing its role through strategic investments and partnerships, while also integrating GenAI and digital solutions to boost engagement and monetization opportunities. Want More Context? 🔎
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