investor-perspectives
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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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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. Below, I list more key issues for investors in 2024. The actual report for each manager’s view is available by clicking on its name. Developed market equities are a tricky bet Most investment managers are neutral or underweight developed market equities in 2024, except for…
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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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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 umbrella, with biodiversity emerging as a key area of interest alongside climate. ‘The conversation is expanding from a focus on climate change and broadening to ‘environment’ as a topic area,’ note researchers in the semi-annual ESG sentiment study from Millani. Each time the firm’s researchers…
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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. He also delves into the implications of the UK’s Financial Conduct Authority’s (FCA) listing rules reforms and offers best practice advice to IR teams to bring new investors on board. Senior reporter Garnet Roach talks with Andy Barnett, vice president and global head of IR…
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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 can companies do? How can businesses monitor investor targeting when dealing with limited liquidity? How can they manage their time effectively? Distefano also speaks to Magda Palczynska, winner of the best investor relations officer (large cap) prize at this year’s IR Magazine Awards – Europe.…
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Support shareholder loyalty and long-termism with a rewards program
The rapid growth of investment firms over the last 60 years has resulted in a steep decline in equity hold periods and shareholder loyalty
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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 > In this podcast, you’ll hear about: * The difference between fundamental and predatory short-sellers * How to understand the amount of short-selling in your stock * How IR teams should manage engagement with short-sellers * The clues that suggest an investor has a short…
