Capital market days
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Managing expectations in 2026: Why valuation stability depends on perception, not just performance
As companies move through 2026, one lesson stands out clearly: delivering strong results is no longer sufficient to protect valuation. Across markets in 2025, share-price volatility was driven less by execution and more by misalignment between investor expectations and management’s forward-looking narrative. In this environment, the IR function has become a strategic discipline. Beyond communicating performance, IR teams are increasingly responsible for aligning market perception with a company’s long-term value creation path. When that alignment breaks down, even earnings beats can result in sharp corrections, elevated volatility and weakened investor confidence.
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Nuance over polish: Leveraging the conference calendar and other top tips for your 2026 meeting schedule
What do investors want when it comes to capital markets days (CMDs)? Or other Street-facing events for that matter? It was with that investor view in mind that Sylvie Harton, chief business strategy officer at Lumi Global – partner on the IR Impact Briefing: Making your 2026 investor meetings count – kicked off the conversation.
