Capital Markets
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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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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 2025 […]
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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. […]
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Rates, inflation and recession: What investors will be focused on in 2024, according to asset managers
Caution around economic growth in the US shades investors’ perspectives
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Crafting clarity in investor relations
Data-centric approach crucial to coherent narrative
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Where IR teams are taking their roadshows – and who they’re bringing with them: The Ticker 148
We focus on corporate access trends and best practices
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ESG in Canada: Report shows investor shift from sustainability to impact
More than two fifths (43 percent) of Canadian institutional investors plan to launch impact products this year, according to research. This was the big surprise to come out of interviews with 32 Canadian institutional investors, representing around C$4.5 tn ($3.3 tn) in assets. Researchers point to an increasingly ‘nuanced’ understanding of themes within the ESG […]
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Learning on the job with AstraZeneca’s head of IR and Gervais Williams on why UK equities will outperform US: The Ticker 142
In the latest episode of The Ticker podcast, IR Magazine reporter Noemi Distefano speaks with Gervais Williams, leading fund manager and head of equities at Premier Miton. Williams gives an outlook on the UK stock market and explains why, in his view, UK equities are set to outperform US stocks over the next two decades. […]
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Best Practice Report: Enhance your sell-side engagement
Practical steps from leading IROs on effectively and efficiently networking with analysts and shareholders
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New targeting strategies, award-winning IR and understanding retail investors: Ticker 140
In the latest episode of The Ticker podcast, IR Magazine reporter Noemi Distefano speaks to Tish Crawford-Jones, director of IR at Q4, about the challenges of identifying and targeting investors in uncertain times. As markets and the fight for capital evolves, the shift from active to passive investment is impacting targeting strategies – so what […]
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Best Practice Report: Investor day best practices and measurements for success
Leading IROs interviewed by IR Magazine about their investor day practices and successes
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Investor Events report 2023
Examining the changing face of investor events with the lifting of Covid-19 pandemic restrictions
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Best Practice Report: How to engage with the sell side
Leading IROs on how they work with the sell side to achieve the biggest value for their IR programs
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Filling the gap: What to know about paying for equity research
At around $45,000 a year, paid research isn’t cheap – but irlabs argues it’s worth the spend for companies lacking coverage
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Ticker 113: How IR teams should manage short-sellers
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. IR Magazine’s Jeff Cossette talks with Laura Kiernan, founder and CEO of High Touch IR, an IR consultancy, about how short-selling works and how IR teams should respond to it. Listen to the podcast recording below […]