Shareholder targeting & ID Archive

Sep 25, 2020
The week in investor relations: EU-UK tensions and higher bars for shareholder proposals
– British asset managers are pushing back against EU proposals that they think could be used to shift business from the UK to Europe, reported the Financial Times (paywall). The European markets watchdog has suggested the EU ‘set out in law a list of core functions that must always be performed inside the bloc,’ explained the article. Critics argue this could be used to prevent EU ...
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Sep 17, 2020
Investors most bullish since start of pandemic, notes BofA survey
It’s ‘no longer a recession’, according to the Bank of America (BofA) September Global Fund Manager Survey, with more investors (49 percent) saying the macro situation is in an early-cycle phase than in recession (37 percent). This is the first time this has happened since February when global lockdowns due to the Covid-19 pandemic were barely on the horizon. Fifty-eight percent of BofA survey respondents now say a new bull market has begun, up from 25 percent...
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Aug 27, 2020
Number of virtual investor day announcements increases in August
The number of companies announcing investor or analyst days has increased to its highest level since March, following a significant drop-off due to the Covid-19 pandemic. There were 30 announcements of investor or analyst days in August, up from 19 in July, according to a search of Sentieo’s database. While there is normally a lull in July and the August figures are lower than the same time last year – when 42 investor or analyst days were announced – the slig...
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Aug 10, 2020
Spac IPOs hit record level
Special purpose acquisition companies (Spacs) are truly having their moment. By early August, the number of Spac IPOs so far in 2020 had overtaken the total number for the whole of last year.  Amid the volatility caused by Covid-19, Spac listings offer a way to go public without the risk and complexity of a traditional IPO. Meanwhile, investors have been drawn to the seemingly low-risk model of Spac vehicles, where the money is held in a trust account until an acqu...
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Aug 07, 2020
The week in investor relations: Private markets, sponsored research and corporate purpose
– Dalia Blass, director at the SEC’s investment management division, called for pension funds to have access to private markets to help improve the diversification and performance of their investments, reported the Financial Times (paywall). ‘Private investments have the potential to provide stronger returns and diversification for investors, but come with both performance and liqu...
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Jul 27, 2020
Battling uncertainty in the cannabis sector: Ticker 118
IR Magazine's Jeff Cossette talks to Jeffrey Goldberger, managing partner at KCSA Strategic Communications, about investor communications in the cannabis sector. Goldberger is bullish on pot. But, he warns, in today’s uncertain world, transparency trades at a premium. And in an industry struggling with so many fundamental — even existential — questions, that makes IR more relevant than ever. Listen to the podcast recording below >...
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