macroeconomy
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‘If you’re good at IR it’s going to make a big difference to your share price’: Gervais Williams from Premier Miton Investors on making the most of volatility
In a global equity market still defined by volatility and political uncertainty, how can IR teams make the most of the opportunities available to them? According to Gervais Williams, head of equities at Premier Miton Investors, good IR professionals can make a world of difference to their organizations by communicating clearly. With so much capital moving around, it could also make a significant difference to a company’s share price he adds.
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AI bubble or a soft landing? Looking at the data behind technology company valuations
The sheer numbers are overwhelming. Analysts estimate that 15 to 25 percent of the S&P 500’s value can be attributed to expectations of AI delivering substantial financial benefits for companies, which translates into 800 to 1,300 index points.
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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.
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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.
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IR Impact Masterclass: how to maximize your relationships with the buy side
Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, reveals how IR teams can make the most of their buy-side connections. Welcome to IR Impact’s Masterclass video series, where leaders and experts from across the capital markets share their insights, strategies and experiences to provide you with in-depth knowledge and practical skills to excel in your IR journey. Each IR Impact Masterclass will delve into critical topics, offering valuable perspectives and actionable advice. Whether you are looking to enhance your expertise, stay ahead of industry trends or gain a competitive edge, these long-form videos are your gateway…
