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How long do you have to be ‘short’? Recent debate puts spotlight on the movements of short sellers
Short seller reports can have a huge impact on the stocks they target. Everyone from regulators to law firms and even Netflix are looking to the impact of shorting stocks – with one law firm arguing free speech is being put at risk In the stock market, the traditional way to make money is to buy shares in a company and wait for the share price to rise. Another way is to short a company and wait for the share price to go down and buy back the cheaper shares. If the share price goes up, those shares must quickly…
Published 16 hours ago -
Top market trends for 2025
In this new report from AlphaSense, discover the dominant trends and themes for the upcoming year, the macroeconomic factors posing sector-relevant implications, and complementing insights from within the AlphaSense platform. Download it for free below for insights on what experts are expecting regarding recession risks, IPO and deal activity and much more.
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Taking management on tour: What’s the sweet spot for investor meeting attendance?
‘We’re spending more time with investors without our management team,’ Naji Baydoun, director of IR at Innergex, told IR Impact editor Laurie Havelock in the Global Roadshow Report 2025. ‘Maybe at the beginning of the [2024] we were spending 10 percent of our investor engagements without management and now we’re up to about 25 percent with just the IR team,’ explained Baydoun. ‘That’s because we’ve built relationships and trust with those investors, so I’m happy about that.’ According to IR Impact’s 15th annual research report into the who, where, how and why of corporate roadshow activity, there has been a…
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How to talk tariffs: IR in the new era of uncertainty
The US economy is in ‘a period of transition,’ US President Donald Trump told Fox News on Sunday. By close of trading on Monday, the US S&P 500 had dropped almost 3 percent, with tech stocks taking a particularly heavy hit. Weeks of back and forth as Trump threatened tariffs, paused tariffs, reintroduced tariffs – and saw retaliatory levies by affected markets – finally came to a head.
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Maximizing your relationship with the buy side, plus where to take your investor roadshow
Making the most of your relationships with the buy side can often be the key to a successful relationship between your company and its investors. But how can you ensure that you’re getting the most out of that arrangement? In IR Impact’s first Masterclass video, we spoke to Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, about what he sees as the hallmarks of best-in-class IR and how he prefers to interact with companies. Listen to this episode of IR Voice for an exclusive sneak peek of the full interview.
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IR Impact Masterclass: how to maximize your relationships with the buy side
Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, reveals how IR teams can make the most of their buy-side connections. Welcome to IR Impact’s Masterclass video series, where leaders and experts from across the capital markets share their insights, strategies and experiences to provide you with in-depth knowledge and practical skills to excel in your IR journey. Each IR Impact Masterclass will delve into critical topics, offering valuable perspectives and actionable advice. Whether you are looking to enhance your expertise, stay ahead of industry trends or gain a competitive edge, these long-form videos are your gateway…
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Why UK and European corporates are building investor relations capabilities in the US
In an increasingly interconnected global economy, many UK and mainland European corporates are strategically expanding their investor relations capabilities beyond their home market
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‘I under-appreciated the work that went into IR’: What it’s really like to move from the sell side to investor relations
When asked for an example of a time she really leaned into her skills honed on the sell side, Bonita To, director of investor relations at First Quantum Minerals, points to a unique situation: the shutting down of one of the firm’s mines by the Panamanian government in November 2023. ‘The balance sheet became quite distressed and it was very apparent that we would need to take some action in terms of addressing our liquidity constraints – including going to the capital markets,’ she recalls.
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AI under Trump: Potential shifts in policy, innovation and global impact
AI is transforming industries, workflows and governance. Moreover, the Trump administration has signalled that their current focus will be on deregulation, innovation and economic growth for this technology. Download AlphaSense’s report which explores AI’s increasing role:● How shifts in priorities might influence AI development and public trust● AI’s dual role in accelerating strategic innovation and […]
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‘What we don’t need is more masculine energy’: Where ESG fits in the corporate scandal warning system
What links Wells Fargo, the largest retail bank in the US with Boeing or failed blood-analysis startup Theranos? They all offer up examples of corporate scandal that feature in Guido Palazzo’s book The Dark Pattern: The hidden dynamics of corporate scandal, co-authored with Ulrich Hoffrage. In it, Palazzo, a professor of business ethics and TEDx Talk speaker, and Hoffrage, a professor of decision theory, seek to uncover what lands huge multinational firms with multi-million-dollar fines for fraud, their senior executives at best fired or at worst jailed.
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Investors remain bullish amid a shifting economic and political landscape
2025 still has many surprises in store for the markets We all knew 2025 was going to be a year of significant change, driven by Donald Trump’s return to the White House, but I don’t think many people predicted how much would be changing this quickly. In just a week, the geopolitical order has been […]
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Clear Street’s commitment to corporate access and the ‘power of prime’
Corporate access is an integral factor in success for public company management teams today
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Trump’s tariff talk dominates earnings season, but won’t rattle markets
Companies take the opportunity to lay out mitigating factors and scenario planning On the campaign trail prior to his election victory, Donald Trump said ‘tariff’ is the most beautiful word in the dictionary. In that case, he must be swooning over the corporate world’s transcripts this earnings season, given that tariff talk is taking place […]
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Workshop – Elevating Capital Markets Days
Trends, Insights & Best Practices Take your Capital Markets Day to the next level Capital Markets Days are the best possible opportunities for a company to control its narrative when it has the full attention of the capital markets and the financial media. For investor relations teams, a capital markets…
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Global Roadshow Report 2025 available now
Investor roadshows have become a pivotal element in IR programs, serving as a crucial platform for companies to connect with potential investors and ensure their stock remains actively traded. In a rapidly evolving post-pandemic market, the format of these roadshows has diversified, incorporating both in-person and virtual elements to cater to a broader audience. The […]
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Global Roadshow Report 2025
IR Impact’s 15th annual research report into the who, where, how and why of corporate roadshow activity.
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Clear Street launches healthcare equity research, to debut at JP Morgan Healthcare conference
Financial technology and capital markets firm launched its healthcare and biotechnology equity research last month
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‘We’re seeing unusual complexities’: Webinar explores the changing nature of market valuation
Stock markets hit record highs in 2024, powered by falling interest rates and, more recently, expectations for business-friendly polices under US president-elect Donald Trump. The macroeconomic environment, however, feels highly uncertain, with talk of trade wars back on the agenda and geopolitical tensions simmering across the globe. Amid this complex environment, it’s becoming harder to […]
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Small caps don’t plan to change strategy despite Trump’s election win, finds poll
While Donald Trump’s reelection as US President is often viewed as positive for small-cap companies, most do not see the result as an opportunity to rethink their strategy, according to a poll carried out during a recent IR Magazine webinar, held in partnership with One 44 Advisory and Consulting. The event, titled ‘Navigating today’s capital […]
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Why liquidity deserves a spot on every issuer’s to-do list
When it comes to capital markets, liquidity is the quiet hero everyone needs but rarely talks about
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Fund manager profile: ‘We put a lot of emphasis on innovation,’ says Heptagon Capital’s Alexander Gunz
Future trends fund manager on investing in global companies, the ‘virtuous circle’ that is innovation and where fish and chips fits into the equation Heptagon Capital is a private investment firm with $14.4 bn of assets under management, founded in 2005. The firm partners with a range of asset managers and manages funds in-house (including […]
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A Swedish guide to ‘analyst massaging’: how to balance storytelling and information provision
Rumors persist that some companies allegedly have private chats with analysts Now and then, claims are made that public companies have said or implied information in closed rooms that affected the perception of the firm. Someone with this information may then adjust their estimates, or perhaps even trade in the security. Illegitimate information provision is […]
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Why Puig Brands’ post-IPO performance shows confidence must take precedence over the stock price
High valuations followed by disappointments lead to years of broken trust, says Ricardo Jiminez The greatest asset for any listed company is investor confidence. It is the fundamental pillar that encourages fund managers to invest their money. But companies often believe that their best asset is to keep the share price as high as […]
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‘We do not speak to any sell-side analysts’: Stephen Yiu of Blue Whale
Founder of £1.1 bn fund on getting a feel for company culture, looking beyond the quarter and why former sell-siders make good IROs
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Unwritten rules, budget squeezes and trust issues: Inside post-event investor feedback
Four experienced IROs explain the challenges of capturing investor sentiment – and how to overcome them
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The Blue Whale view on investor events and why Instagram can deliver IR success
Veteran IROs share top tips on crafting an inspired, strategic and measurable retail IR strategy
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Taking the Shein off: Human rights group petitions against London IPO
Analysts say listing unlikely to deliver wider appeal among Chinese companies – even if London can pull it off
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How to modernize your investor day
Investigate the changing nature of investor days, including a poll of IR professionals to help benchmark your approach
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Emerging markets and China: What investors will be focused on in 2024, according to asset managers – Part 2
In my previous piece, I looked at how investment managers foresee a cautious economic landscape with potential for a US slowdown or ‘soft landing’, influenced by weaker consumer spending and policy shifts. Looking further afield, there will likely be knock-on effects on other developed countries, as well as more dynamics at play in emerging markets. […]
ALPHASENSE
Top market trends for 2025
In this new report from AlphaSense, discover the dominant trends and themes for the upcoming year, the macroeconomic factors posing sector-relevant implications, and complementing insights from within the AlphaSense platform. Download it for free below for insights on what experts are expecting regarding recession risks, IPO and deal activity and much more.
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