News and analysis
-
People moves: Nathalie Richert joins The Platform Group as Aaron Bertinetti swaps JP Morgan for Computershare
JP Morgan Chase’s IR Magazine award-winning head of IR Aaron Bertinetti has left the bank to head up Computershare’s newly-launched investor engagement business.
-
Executive pay: Say-on-pay support stays steady and other lessons from the 2025 proxy season
With the 2025 North American proxy season now officially closed, emerging trends in executive compensation are offering valuable insights and shaping important considerations for boards going forward. Here, we explore some of these issues and ways boards and management teams can start to incorporate these into planning for next year’s shareholder meeting.
-
The long view: how to unlock strategic value with scenario planning
Next time you meet with a top-tier investor, how much would it improve your interaction if you could confidently present a long-term view of how supply chain disruptions, interest rate shifts or geopolitical tensions could shape your company’s future? Picture equipping your analysts with data-driven insights that help your board navigate uncertainty with clarity and control. This is the power of modern scenario planning: a dynamic framework that enables IR teams to model multiple strategic themes across five, 10 or even 15-year horizons – and pivot quickly when the landscape changes.
-
The Texas takeover: Dallas rising the roadshow ranks as ‘Y’all Street’ grows its appeal
‘Texas is the new financial services capital of America,’ declared Governor Greg Abbott last week as he announced moves by yet another major bank into the state. Scotiabank is set to create a major regional office out of Dallas, in a move that will open up over 1,000 jobs and more than $60 mn in investment. It joins other financial services bigwigs from Goldman Sachs to Nasdaq and NYSE making moves to mark their Texas territory.
-
Cutting red tape: Texas legislature passes pro-business reforms
Texas is positioning itself as a serious challenger to Delaware for corporate incorporations with two landmark corporate law reforms. Effective September 1, 2025, Senate Bills SB 29 and SB 1057 introduce sweeping changes aimed at enhancing legal predictability, reducing litigation risks, and curbing shareholder activism. These changes are set to make Texas a more attractive, management-friendly jurisdiction for companies.
-
From intuition to impact: How ROI thinking can transform investor relations
Across boardrooms, investment decisions are increasingly driven by rigorous financial analysis and measurable outcomes. While marketing debates attribution models and sales scrutinizes conversion funnels, the IR function, though central to connecting companies and capital markets, often relies on intuition and anecdotal evidence when justifying budgets and strategic initiatives. IR now has the opportunity to adopt the ROI mindset that drives decision-making across the enterprise.
-
The summer’s over, it’s back to school time – even for IROs
Welcome back, everybody, to the world of work! Yes, it’s that time of year – for our US readers, Labor Day is over and, for our European friends, the summer holidays are officially done. That can only mean one thing: the pitter-patter of tiny feet as they scamper energetically back to educational establishments heralding the ‘back to school’ season. It’s a good time of year to reflect on your own professional development – as well as making sure your workwear is up to scratch.
-
People moves: NIRI New York’s Laura Kiernan takes up in-house role at Clear Channel Outdoor
Laura Kiernan, the former president of NIRI’s New York chapter, has taken up a new role as an in-house IRO at San Antonio, Texas-based advertising company Clear Channel Outdoor.
-
‘I love when investors start a meeting by showing me their streak’: Duolingo’s Debbie Belevan on life after an IPO
At this year’s IR Impact Awards – US 2025, Duolingo’s head of IR Debbie Belevan swept the board, picking up trophies for best overall IR – mid cap, best IRO – mid cap and best in sector – technology. All of this came just a few years after Belevan joined the language learning app in 2021 as its VP, IR two weeks before the company’s IPO. Since then, Duolingo has seen exponential growth in both its share price and subscriber base. Debbie has become an active member of the IR community, serving as a board member for NIRI.
-
The CFO: ‘You have to explain why your flavor of lollipop is the best’: Rainbow Rare Earth’s finance chief on making a complicated story simple
Most people probably don’t understand the full extent of the use of rare earth elements in their daily lives. For Pete Gardner, CFO at Rainbow Rare Earths, the London-listed mining company, explaining just how extensive their applications are is a daily conversation with shareholders and analysts.
-
Innovation and capital raising: the engine for UK long-term sustainable growth
To develop an innovative idea and scale into a competitive business, entrepreneurs need capital; investors seek a vision, a way to market, credible execution, defined deliverables and risk-adjusted returns, all of which underpin long-term growth. When innovators succeed, they create growth and catalyse a broader market expansion, as seen in the US in recent years.
-
Yes, Taylor Swift’s engagement is making ripples in the stock market – here’s what it means for you
In a decade already defined by wide-ranging macroeconomic shocks, IR teams may be forgiven for ignoring the news that pop princess Taylor Swift has announced her engagement to Kansas City Chiefs tight end Travis Kelce. After all, this sort of thing usually doesn’t have much more impact than the celebrity sections of news sites and the social media ecosystem. However, this is Taylor Swift we’re talking about: arch-capitalist, savvy marketeer and industry-defining brand, whose net worth is estimated to be $1.6 bn (that’s enough to make her a small-cap company, in market terms). So naturally, when she makes such a…
-
People moves: Centuri Holdings recruits former Equitrans Midstream IRO Nate Tetlow
US utility infrastructure services company Centuri Holdings has appointed Nate Tetlow as its new vice president of investor relations. Tetlow will take responsibility for the NYSE-listed firm’s IR program, ‘further strengthening relationships with analysts and institutional investors as the company’s primary liaison to the investment community,’ according to a press release announcing the move.
-
Is it too late to relight the London listings fire? What IROs can learn from the LSE
Imagine an IPO timeline measured in weeks, not months, where your IR team crafts and delivers a compelling equity story from initial analyst briefing to the opening bell, before investor sentiment moves and the IPO window closes.
-
AI for IR: How creating your own LLM could help you think and act like your investors
Recently Blackstone announced its plans to invest $500 bn in Europe over the next years. Did you see this coming and will some this capital flow into your company? Imagine if your IR department could predict with some certainty what your investors are going to think, say and do with respect to your company.
-
People moves: Manuel Bösing makes IR comeback at Puma as Hippo brings in new head of IR
Manuel Bösing has returned to the IR team at Puma after several years working for fellow German companies tonies and Henkel. Formerly a portfolio manager for HSBC Global Asset Management in Germany, Bösing first worked in Puma’s IR team between November 2018 and December 2020.
-
‘It’s a layup’: How agentic AI can power up your targeting process
Where can AI help IROs make better targeting decisions? It may be best served by adding an additional helping hand to your IR team. This was the focus of an IR Impact briefing, held this week in partnership with Q4, that examined the impact of agentic AI on investor targeting strategies.
-
How AI and technology are modernizing the earnings call
For a long time, the quarterly earnings call has been a highly orchestrated affair. Production companies have been brought in to handle webcasts, teleconferencing and Q&A sessions, resulting in a presentation that serves its purpose, but that is expensive, time-consuming and inflexible.
-
People moves: Former IRO steps up as CEO at MROH as Aimee Remey joins Inspired Entertainment
Caroll Lane, formerly vice president, investor relations at United Technologies, has been appointed as CEO of aircraft maintenance and modification provider MROH.
-
What can IR teams do when Donald Trump makes demands of your CEO?
Not every company has had to field a complaint in a public forum from one of the leaders of the free world. That is until Donald Trump started his second term.
-
‘A chatbot can’t capture the CEO’s voice’: The real role of AI in earnings prep
The technology can streamline the earnings process, experts agreed on a recent IR Impact briefing How can AI best be employed in your earnings preparation? According to leading IR experts, it’s best not to make a facsimile of your CEO, but the technology can certainly help save time and leave you to concentrate on more […]
-
The art of engagement: how to build lasting shareholder relationships
Political pressure and regulatory change pose a challenge to IR and governance teams Shareholder engagement remains a top priority for companies navigating today’s complex capital markets. Proactively engaging key shareholders allows companies to communicate their long-term strategies, explain operational decisions and develop and strengthen relationships with this key stakeholder group. This need for engagement has […]
-
As Glencore retains its London listing, is this the end of the LSE exodus?
Despite what recent headlines might have suggested, not every London-listed firm wants to jump across the pond. That’s at least the message that has been sent after mining giant Glencore announced that it would not shift its listing from London to New York, a move that has often been called for by its shareholders.
-
People moves: Florent Chaix takes driving seat in Renault’s IR team as Alison Sternberg joins Shake Shack
Florent Chaix has taken up pole position in the IR team at car maker Renault, taking over as head of investor relations from outgoing chief Philippine de Schonen. Joining immediately, Chaix will work alongside de Schonen during a transition period lasting until September 12, during which time she will retain her role as director of M&A. The company adds that de Schonen is leaving the company ‘to pursue a new professional challenge’.
-
Despite political noise, the stats clearly show the anti-DE&I movement does not have shareholder support
The movement fell flat in 2025’s proxy season with most proposals receiving less than 2 percent investor backing Shareholders sent companies a clear message this proxy season: anti-DE&I proposals do not have their backing. At 30 of the largest US companies, together worth over $13 trn, every anti-DE&I proposal was rejected, with most receiving less than […]
-
People moves: Julien Imbert takes off as CFO and head of IR at Brazilian airline GOL
Brazilian airline GOL Linhas Aéreas Inteligentes (GOL) has appointed Julien Imbert as its new CFO and head of IR. In a move effective from August 4, Imbert will take over responsibility for GOL’s investor outreach and broader financial activities, the company says in a press release.
-
Meme-stock mania is back, but something different is driving Krispy Kreme and American Eagle’s surge
The capital markets have been feeling a lot like 2021 recently. No, that’s not because of any political similarities, but because meme stocks are back in fashion. Again, it’s the turn of previously-struggling consumer brands and retailers to enjoy a sudden share price surge. Donut-maker Krispy Kreme, estate agent Opendoor, mortgage provider Rocket Companies and retailer Kohl’s have all seen their share prices balloon in recent weeks.
-
The CFO: ‘When there’s profit, we’ll be ready’ – Norcod’s finance chief on being a pre-profit company in uncharted waters
Nordcod, listed on Euronext Growth and the Oslo Stock Exchange, is seeking to do with cod what the seafood industry has already done with salmon: turn it into a year-round, accessible food source. There are challenges, ranging from the biology of the Atlantic cod to the growing media scrutiny that surrounds seafood and fishing. Still, Stian Vollan-Hansen, the Norwegian firm’s CFO, believes that Norcod can make cod farming work – for the company and its investors, for the customer and, crucially, for the fish and their surrounding environment.
-
Looking to deliver a capital market day that impresses? Read our new playbook top tips
Analysts, investors and IR professionals share their thoughts on what makes a compelling investor day in this new IR Impact Playbook, with Lumi Global
Spotlight Content
Off-season engagement highlights shifting views on ESG
Companies ponder how to keep talking about sustainability We’re coming to the end of ‘off season’ – when many companies go out on the road to engage with key institutional investors ahead of their annual shareholder meeting. According to a recent IR Magazine survey, around two thirds of IR teams say they have a program…
quick Guides to key ir issues
New to IR?
Looking for career advice?
Don’t know where to start with AI or ESG?
Get a curated briefing in these key areas and more with our starter guides!