Shareholder targeting & ID Archive

Jul 02, 2020
The importance of debt IR: Ticker 117
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 Robert Winters, senior managing director at Alpha IR Group, about communicating with debt investors. Winters says companies often only engage with debt holders when they need to and, as a result, this important investor group can feel ignored. He explains how companies can embed debt IR within the financ...
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Jun 24, 2020
Covid-19 impact unlikely to boost active investing, says CFA survey
Investment professionals have poured cold water on the idea that market volatility caused by Covid-19 will lead to a resurgence of active management.  A survey of CFA Institute members finds that 42 percent think it unlikely the pandemic’s impact will reverse the flow of funds from active to passive strategies, compared with 31 percent who believe it is likely and 27 percent with a neutral view.  Respondents from Europe and North America are the most pess...
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Jun 17, 2020
Navigating phase two of Covid-19: Three IR tips for CFOs
Sponsored content Transparency and clarity of communication are central tenets of investor relations, especially during a crisis. To deliver this, IROs and CFOs need to understand how their shareholder base has changed and what information investors and analysts want to receive in the coming months. Share price volatility shows little sign of calming to pre-Covid-19 levels, so navigating the uncertainty in a confident manner will be required.  Below...
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Jun 11, 2020
The great leveler: 20 years of Regulation FD
If you’ve picked up an issue of IR Magazine or been to an investor relations conference during the last three years, you’ll be aware of the time spent discussing Mifid II. As a profession, we’ve spent countless hours and column inches discussing the lasting effects of the EU’s regulation on corporate access, sell-side compensation and targeting. But Mifid II had a predecessor and this year marks the 20th anniversary of Regulation Fair Disclosure, the US ru...
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May 21, 2020
Moving to a proactive investor communication strategy in Q2
The global markets saw broad-based positive gains at the start of Q2; in April, the S&P 500 was up 13 percent and DJIA up 11 percent, their largest percentage gains since 1987, while Nasdaq saw its biggest monthly gain since June 2000 (15 percent). This sets the stage for companies to shift to a proactive investor communication strategy. Heading into Q1 earnings, investors expected a challenging earnings season, but the extent of early Covid-19 collateral damage...
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May 11, 2020
Why Spacs need an ‘aggressive’ IR strategy: Ticker 116
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 Phil Denning, a partner at ICR, about the growth of special purpose acquisition companies (Spacs), which last year recorded 59 IPOs in the US. They discuss how regulatory changes led to a booming Spac market and why companies require an ‘aggressive’ approach to IR as they transition out of the Spac...
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May 05, 2020
Investors positive on long-term economic recovery
US investors’ short-term optimism in their economic outlook dropped sharply in the first quarter of 2020, while more than half of Asian investors are cautiously upbeat about their region’s short-term economic condition, according to a survey conducted by global financial services firm UBS between April 1 and April 20. North American investors’ level of optimism was one of the lowest in Q1, ranking second-lowest globally as the US emerged as the epicenter of th...
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