Earnings season: Navigating financial guidance amid macroeconomic uncertainty
In the current climate it is the transparency and rigor of guidance rather than the precise figures that matters most. And, as public companies prepare to report earnings for the March 2025 quarter, it is important to evaluate how best…
Featured deep dives
-
The CFO: ‘Managing spin-offs is like raising kids. You love them all, despite the challenges,’ says Kyndryl’s finance chief explaining how he leans on IR for corporate transactions
RESERVED FOR ADVANCED SUBSCRIBERS Sign in or upgrade to our My IR – Advanced to access this exclusive content. Gain access to expert research, best practices and exclusive intelligence designed for senior IR professionals, team leaders and those transitioning from the sell-side. Subscribe now for everything in our free plan, plus: The latest IR practice […]
-
‘We’re thinking about what AI is going to destroy as much as what it’s going to create’: Jonathan Knowles of Compound Equity Group
Compound Equity Group (CEG) was founded in 2024 and seeks high-conviction, long-term ideas in global equities. The founder and portfolio manager in charge, Jonathan Knowles, spent more than 30 years managing money at Capital Group. At his time of retirement in December 2024, he was in charge of some $50 bn in assets and was the chief investment officer of the firm’s $70 bn small-cap fund – the largest such fund in the world. CEG has recently raised $500 mn in capital and is deploying a very long-term, highly concentrated approach: to have 20 to 25 investments with some positions…
-
The CFO: ‘You need to have a stomach of iron during times of volatility,’ says Block’s Amrita Ahuja
Many IROs hope that their time in the profession might set them up well for a C-suite position well one day. But for Amrita Ahuja, CFO and COO for payments company Block, the transition happened directly during her time as head of IR for interactive entertainment firm Activision Blizzard, where she was called upon to become finance chief of its video-game publishing wing Blizzard Entertainment in 2018. Fast forward a few years and she now holds the dual posts of CFO and – for the past two years – COO at Block, the financial technology company founded by Jack Dorsey,…
-
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…
-
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.
-
‘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.
-
The CFO: The best IROs bring in ideas from all over, says Ciena’s finance chief
Gregg Lampf, head of IR at Ciena, is a familiar face at IR Impact events. He’s also a big advocate for AI for investor relations – a topic he talks about, writes about and puts to work in his day job.
BENCHMARKING TOOL
Instantly compare your IR program with peers using real-time analytics on budgets, team size, reporting lines, analyst coverage, and investor meetings.
Featured research
-
Governance Playbook: Building an effective creation process for your proxy statement
The proxy statement is the cornerstone of a company’s communication with its shareholders and other stakeholders including employees, regulators and customers. In recent years, this vital document has evolved from being a publication designed solely to comply with SEC requirements into something that conveys – often in novel ways – the company’s message and strategy. Now more than ever, companies face deep scrutiny of how they operate and the values they adhere to. Crafting the content and design within proxy statements for success would not be possible without the process involving – at its head – the corporate secretary’s office…
-
Global Roadshow Report 2025
IR Impact’s 15th annual research report into the who, where, how and why of corporate roadshow activity.
-
Global Investor Relations Practice Report 2024 – North America
This is the 2024 edition North America of the global practice report, IR Magazine’s annual assessment of how IR teams are operating around the world
-
Global Investor Relations Practice Report 2024 – Europe
This is the 2024 edition Europe of the global practice report, IR Magazine’s annual assessment of how IR teams are operating around the world
Create your ‘My IR’ profile
Save articles to a personalised dashboard and share with peers
IR benchmarking tool
Instant comparison data at your fingertips. This advanced tool provides real-time analytics comparing your IR program to peers in your region, sector, and cap size. Evaluate your program’s strengths and uncover opportunities for growth with key IR metrics covering:
- IR budgets
- Team size
- Reporting lines
- Sell-side analyst coverage
- Investor meetings
Fast, intuitive and packed with tailored insights, it’s the ultimate resource for building a smarter, data-driven IR strategy.
Upcoming events
Exclusive best practice events and celebrations of IR excellence
Connect, learn and network at our forums, think tanks and award ceremonies – your go-to for the latest IR trends, regulatory updates, investor engagement strategies and valuable networking opportunities.
-
Webinar – Effective earnings preparation amid macro volatility
In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event Amid constant tariff news, geopolitical upheaval and other developments stemming from the new US administration, IR teams have their work cut out as they prepare…
-
Webinar – Strategic time management for today’s IRO
In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event The demands on IR teams have climbed steadily in recent years, fueled by new reporting rules, more direct engagement with investors, increased scrutiny on ESG…
-
SUBSCRIBE TO IR IMPACT
Unlock insights, intelligence and influence to make a real impact
IR Impact is your go-to platform for news, analysis and actionable investor relations intelligence. With cutting-edge benchmarking tools, expert-led research and in-depth reporting, we empower you to stay ahead of industry trends, make better decisions and drive meaningful impact in your IR program and the IR profession.
Choose from three flexible plans with monthly or annual options and get:
- Smarter decisions – Insights from the world’s largest buy-side, sell-side and IR survey
- Stronger engagement – Understand investor priorities and refine your strategy
- Expert knowledge – Access masterclasses and industry-leading research
- Proven intelligence – 35+ years of IR expertise to help you stay ahead
- Career advancement – Tools to elevate both the IR profession and your career
Explore
Articles
Stay informed on critical issues affecting IR teams, gain expert analysis of market trends, buy-side insights, career advice, and more.
Peer comparison
Our new tool lets you benchmark your IR program against peers in your region and sector, uncover strengths, and identify areas for growth.
Playbooks
Packed with industry trends and insights that define best-in-class practices across key, practical, and timely aspects of an IRO’s role.
Research reports
Powered by the world’s largest survey of the buy side, sell side, and IR professionals, discover data-driven insights on running a successful IR program.
3BL news
See here for news about sustainability and corporate social responsibility from organizations around the world. Sponsored by 3BL News
