The IR Magazine Reporting & Disclosure report paints a picture of how this important part of good governance and...Read more
Andrew Holt
Reporter

Latest articles
The term dark pool – used to describe trading venues that provide alternatives to ‘lit’ national exchanges such as Nasdaq and the NYSE...Read more
It’s a good time to take stock of Mifid II – almost two years since its launch, we’re beginning to get a clearer picture of the...Read more
Much of the coverage of Mifid II has inevitably focused on its European impact and, more recently, on North America . But what of its...Read more
August 2018
US listings by Chinese companies have increased despite trade frictions, as tech startups flee the mainland and Hong Kong markets,...Read more
Investors and finance experts have put pressure on the International Organization of Securities Commissions (IOSCO) – the...Read more
The global equity market is shrinking at its fastest pace in the last two decades, as a wave of corporate share buybacks overwhelms...Read more
Japanese merger and acquisition (M&A) volumes have set new records in the first half of the year as companies continue to seek...Read more
American consumer packaged goods and pharmaceutical group Johnson & Johnson has appointed Chris DelOrefice to the position of vice...Read more
The BofA Merrill Lynch August Fund Manager Survey finds the US is the most favorable region for the first time in five years,...Read more
Although ESG investing is more popular in Europe than in the US, a new survey finds that 75 percent of US respondents say they have...Read more
Assets invested in exchange-traded funds (ETFs) and exchange traded products (ETPs) listed globally reached a new high of $5.12 tn,...Read more
The Hong Kong stock exchange (HKEX) sees a challenging six months ahead despite reporting record revenues in the first half of the...Read more
Pennsylvania-based pharmaceutical company Endo International has appointed Laure Park as senior vice president of IR and corporate...Read more
The rise and rise of tech is not just confined to the US – as has been seen in Asia with companies such as Tencent, Alibaba, Samsung...Read more
Further trends emanating from the introduction of Mifid II are emerging with the regulation contributing to a reduction in trading...Read more
Do investors get a straight story about company earnings? It is acknowledged that over the past two decades the traditional way of...Read more
The specter of short-termism is seen as a major modern evil of the capital market system. In this way it is at the heart of what needs...Read more
The risks and uncertainties from geopolitical frictions and shifting trade policies have contributed to declines in global IPO...Read more
July 2018
The number of IPOs expected on Bursa Malaysia in the second half of 2018 means the total from last year is likely to be beaten. In...Read more
A new survey from CFA Institute, the association of investment professionals, looking at ethics shows that 41 percent of respondents...Read more
As part of IR Magazine ’s 30th anniversary celebrations, Andrew Holt talks to Achim Weick, founder and CEO of EQS...Read more
The Bank of America (BofA) Merrill Lynch July Fund Manager Survey finds investor sentiment bearish as growth and profit expectations...Read more
A global bull market last year drove the asset management industry to its greatest pace of expansion since the aftermath of the...Read more
Vietnam-based Saigon Securities (SSI) has forecast that IPOs and divestment of state-owned enterprises (SOEs) will generate proceeds...Read more
Sovereign wealth funds’ (SWFs) flight into off-market investments slowed considerably in 2017, according to a survey by the...Read more
Alex MacDonald-Vitale stood down as chair of the Middle East Investor Relations Association (Meira), having led the body since 2015,...Read more
Companies listed on London’s Alternative Investment Market (Aim) will have to boost their corporate governance arrangements by...Read more
Hong Kong’s exchange, the HKEX, has described as ‘temporary’ a worrying dispute with its Shanghai and Shenzhen counterparts over plans...Read more
UK regulator the Financial Reporting Council (FRC) yesterday released the much-awaited 2018 UK Corporate Governance Code, which...Read more
Three major pieces of analysis shared with IR Magazine on the impact of Mifid II reveal how trends are taking shape and...Read more
SIX, the owner and operator of the Swiss Stock Exchange, has revealed plans to launch the first fully regulated crypto-currency...Read more
The credit arm of London-based private equity group CVC Capital Partners has appointed Mike Anderson as its new head of investor...Read more
Chinese mobile phone company Xiaomi saw its shares drop by 6 percent on its market debut last week, casting a shadow over other...Read more
Recent research from UK consultancy SIFA Strategy reveals that the buy side is increasingly building areas such as stakeholder...Read more
The 2018 proxy season saw shareholder proposals focus more on shareholder rights than ever before, but with less success than in past...Read more
Hong Kong has topped IPO volume global rankings for the first half of 2018 – and this is expected to continue, as technology listings...Read more
Why were the 185 signatories placed on a watch list? These investors have failed to meet the minimum standards for...Read more
June 2018
A strong narrative of social responsibility and ESG ran through the IR Society’s annual conference, entitled ‘IR: future-proofing...Read more
China’s securities regulator has warned new-economy companies not to inflate their valuations in the pre-IPO stage. Pointing to China...Read more
Allocations to US equities have climbed 16 percentage points among investors, according to the Bank of America Merrill Lynch (BofAML)...Read more
Columbia Sportswear Company – the US outdoor apparel, footwear, accessories and equipment company – has appointed Andrew Burns as...Read more
UK regulator the Financial Conduct Authority (FCA) has finalized rules creating a new category within its premium listing for...Read more
A survey by the Australasian Investor Relations Association (Aira) finds that while the Europe-based Mifid II doesn’t in principle...Read more
Dutch telecommunications company KPN has appointed Bisera Grubesic as its head of investor relations, effective July 1. She succeeds...Read more
Larry Fink’s annual letter to CEOs last year on how companies must have a social purpose helped shift the dial further in the...Read more
It’s safe to say that multimedia technology and IR have not always been natural bedfellows – and one of the key reasons is the all-...Read more
Passive US equity funds took in $18.2 bn in inflows while active US equity funds suffered $11.4 bn in outflows in April, according to...Read more
Many large equity funds are failing to provide investors with the disclosure information required under EU law, according to a new...Read more
More Chinese A shares are set to be included in MSCI’s benchmark index, says company president Baer Pettit in a statement following...Read more
Hedge funds and responsible investment would seem to be an oxymoron but, globally, they have allocated at least $59 bn to the approach...Read more
There is little doubt that the march of technology has an impact on investor relations, and the introduction of Mifid II in January...Read more
The African Private Equity and Venture Capital Association (Avca), a pan-Africa industry association, has revealed the critical role...Read more
May 2018
Global financial services solutions and data provider Ipreo has created a partnership with UK-based ACE Consensus to help bring IR and...Read more
The short lists for the IR Magazine Awards – Europe, to be held in London on June 28, have been announced. A number of top European...Read more
Equities are in favor with Goldman Sachs Asset Management it reveals in its 2018 mid-year outlook: A better balance of...Read more
Fears over Brexit and the prospect of a Jeremy Corbyn-led Labour government have made UK stocks the ‘cheapest in the world,’ according...Read more
IPOs in Malaysia are set to thrive in the second half of this year after the smooth transition of political power following a shock...Read more
The NYSE is to be run by a woman for the first time in its 226-year history. The exchange has announced that Stacey Cunningham will...Read more
Growing corporate profits pushed global dividends to a record first quarter of 10.2 percent, resulting in $244.7 bn in payouts,...Read more
Companies need to think about how to get to grips with the changing Mifid II landscape, according to new UK IR advisory company...Read more
Data firm IHS Markit is to buy financial services solutions and data provider rival Ipreo from private equity funds Blackstone and...Read more
Investors should be looking to Asia, says the CEO of Geneva-based Quaero Capital, Jean Keller. ‘Investors generally have not yet...Read more
Argentina’s recently passed capital markets legislation will help boost the financial markets and economic growth as well as encourage...Read more
The latest findings from the BofA Merrill Lynch May Fund Manager Survey reveal a mixed outlook from global fund managers. Expectations...Read more
This year has so far been a boom one for US tech IPOs, which have performed well above market peers. Connecticut-based IPO research...Read more
Smaller company stocks in China are currently performing better than large caps, after delivering more solid earnings growth, the...Read more
Ascletis Pharma has become the first biotechnology firm to file for an IPO in Hong Kong following recent reforms that allow biotech...Read more
UK private equity-backed IPOs are trading on average 43.9 percent above their offer price compared to 26.6 percent for non-private...Read more
US insurance group the Travelers Companies has hired Abbe Goldstein as senior vice president of IR. She succeeds Gabriella Nawi, who...Read more
Global asset managers last year experienced their best performance since 2010, according to new report The Hidden Pressures on...Read more
The recent CAMRADATA investment conference for pension funds, held in London, explored asset classes that pension fund managers should...Read more
Swiss food and drink company Nestlé has appointed Luca Borlini as head of IR, effective May 1, 2018. This follows the departure of...Read more
After much discussion in the region, Hong Kong Exchanges & Clearing (HKEX) has approved the use of dual-class share structures. It...Read more
April 2018
One quarter of IR heads report to the CEO at their company, while 62 percent report to the CFO, according to the IR Magazine Research...Read more
Despite a great deal of geopolitical uncertainty and some market volatility, global IPO activity in the first three months of the year...Read more
Deutsche Bank’s head of investor relations John Andrews is leaving the bank after five years. His leaving date has yet to be confirmed...Read more
Bank of America Merrill Lynch’s (BofAML) April survey of global fund managers finds the bulls in the market have been quietened, but...Read more
Mifid II is starting to change behavior among investors and IR professionals as organizations internalize aspects of their workflow,...Read more
The hedge fund universe is highly diverse so it can be challenging to make general assessments about it. The variety of hedge funds...Read more
The UK Financial Conduct Authority (FCA) has unveiled a package of measures – including board member independence requirements - as...Read more
The London Stock Exchange Group (LSEG) has appointed David Schwimmer as its new CEO. Schwimmer will begin his new role on August 1,...Read more
In the modern global economy, the ability to adapt to new thinking and acquire career advantages via learning is key. Existing skills...Read more
The London IPO market saw a solid start to 2018, despite some volatility, according to the latest EY IPO Eye report. The...Read more
At the IR Magazine Awards – Greater China in Hong Kong, there were toasts all round for China Resources Beer, which picked up five...Read more
The then-pending issue of Mifid II dominated discussions at the IR Magazine Think Tank – UK & Ireland 2017, which was held in...Read more
A leading IR consultant, noting what she sees as a worrying lack of focus by the IR profession in addressing the challenges posed by...Read more
March 2018
The UK's representative body for IR, the Investor Relations Society (IR Society), has announced the appointment of Gary Davies as its...Read more
A leading Thailand-based investor relations professional expects Mifid II to have an impact across Asia – and in doing so shift the...Read more
Bank of America Merrill Lynch’s (BofAML) latest monthly snapshot of the investor community reveals a number of areas that are...Read more
Zimmer Biomet, the Indiana-based medical device company, has announced the appointment of Cole Lannum as senior vice president of IR...Read more
The research survey for the IR Magazine Awards in Asia will begin soon, giving the industry the chance to weigh in on the best...Read more
Investors should prepare for volatility in global markets, according to the top economist at the world’s central banking body. In...Read more
UBS is to contest the decision by Hong Kong’s securities regulator to suspend the bank from serving as a sponsor on IPOs in the city...Read more
The Middle East Investor Relations Association (Meira) has announced that Andrew Tarbuck, a partner at law firm Hogan Lovells, has...Read more
Australian Mines has appointed Sophia Bolhassan to the newly created role of investor relations manager. Sophia Bolhassan,...Read more
Market evolution can favor small-cap companies that have the ability to evolve quickly, according to Malte Heininger, European equity...Read more
A recent Natixis Investment Managers survey of 500 global institutional investors that highlights the focus on alternative investments...Read more
In putting a case for small caps, Gervais Williams, senior executive director at London-based active management house Miton Group,...Read more
Proposed changes to the MSCI Equity Indexes family will see Latin America having a diminished influence within the MSCI Emerging...Read more
Consulting firm Mercer has unveiled the concept of a radical new approach to asset management that would change the payment of fees...Read more
Cole Lannum, senior vice president of investor strategy at Mallinckrodt Pharmaceuticals, is leaving the company due to personal...Read more
Alternative investments and ESG-related issues are highlighted as being top of mind for global institutional investors in a new survey...Read more
February 2018
Rich Thomas, managing director of the shareholder advisory group at Lazard, talks to IR Magazine ’...Read more
August 2018
US listings by Chinese companies have increased despite trade frictions, as tech startups flee the mainland and Hong Kong markets,...Read more
Investors and finance experts have put pressure on the International Organization of Securities Commissions (IOSCO) – the...Read more
The global equity market is shrinking at its fastest pace in the last two decades, as a wave of corporate share buybacks overwhelms...Read more
Japanese merger and acquisition (M&A) volumes have set new records in the first half of the year as companies continue to seek...Read more
American consumer packaged goods and pharmaceutical group Johnson & Johnson has appointed Chris DelOrefice to the position of vice...Read more
The BofA Merrill Lynch August Fund Manager Survey finds the US is the most favorable region for the first time in five years,...Read more
Although ESG investing is more popular in Europe than in the US, a new survey finds that 75 percent of US respondents say they have...Read more
Assets invested in exchange-traded funds (ETFs) and exchange traded products (ETPs) listed globally reached a new high of $5.12 tn,...Read more
The Hong Kong stock exchange (HKEX) sees a challenging six months ahead despite reporting record revenues in the first half of the...Read more
Pennsylvania-based pharmaceutical company Endo International has appointed Laure Park as senior vice president of IR and corporate...Read more
The rise and rise of tech is not just confined to the US – as has been seen in Asia with companies such as Tencent, Alibaba, Samsung...Read more
Further trends emanating from the introduction of Mifid II are emerging with the regulation contributing to a reduction in trading...Read more
Do investors get a straight story about company earnings? It is acknowledged that over the past two decades the traditional way of...Read more
The specter of short-termism is seen as a major modern evil of the capital market system. In this way it is at the heart of what needs...Read more
The risks and uncertainties from geopolitical frictions and shifting trade policies have contributed to declines in global IPO...Read more
July 2018
The number of IPOs expected on Bursa Malaysia in the second half of 2018 means the total from last year is likely to be beaten. In...Read more
A new survey from CFA Institute, the association of investment professionals, looking at ethics shows that 41 percent of respondents...Read more
As part of IR Magazine ’s 30th anniversary celebrations, Andrew Holt talks to Achim Weick, founder and CEO of EQS...Read more
The Bank of America (BofA) Merrill Lynch July Fund Manager Survey finds investor sentiment bearish as growth and profit expectations...Read more
A global bull market last year drove the asset management industry to its greatest pace of expansion since the aftermath of the...Read more
Vietnam-based Saigon Securities (SSI) has forecast that IPOs and divestment of state-owned enterprises (SOEs) will generate proceeds...Read more
Sovereign wealth funds’ (SWFs) flight into off-market investments slowed considerably in 2017, according to a survey by the...Read more
Alex MacDonald-Vitale stood down as chair of the Middle East Investor Relations Association (Meira), having led the body since 2015,...Read more
Companies listed on London’s Alternative Investment Market (Aim) will have to boost their corporate governance arrangements by...Read more
Hong Kong’s exchange, the HKEX, has described as ‘temporary’ a worrying dispute with its Shanghai and Shenzhen counterparts over plans...Read more
UK regulator the Financial Reporting Council (FRC) yesterday released the much-awaited 2018 UK Corporate Governance Code, which...Read more
Three major pieces of analysis shared with IR Magazine on the impact of Mifid II reveal how trends are taking shape and...Read more
SIX, the owner and operator of the Swiss Stock Exchange, has revealed plans to launch the first fully regulated crypto-currency...Read more
The credit arm of London-based private equity group CVC Capital Partners has appointed Mike Anderson as its new head of investor...Read more
Chinese mobile phone company Xiaomi saw its shares drop by 6 percent on its market debut last week, casting a shadow over other...Read more
Recent research from UK consultancy SIFA Strategy reveals that the buy side is increasingly building areas such as stakeholder...Read more
The 2018 proxy season saw shareholder proposals focus more on shareholder rights than ever before, but with less success than in past...Read more
Hong Kong has topped IPO volume global rankings for the first half of 2018 – and this is expected to continue, as technology listings...Read more
Why were the 185 signatories placed on a watch list? These investors have failed to meet the minimum standards for...Read more
June 2018
A strong narrative of social responsibility and ESG ran through the IR Society’s annual conference, entitled ‘IR: future-proofing...Read more
China’s securities regulator has warned new-economy companies not to inflate their valuations in the pre-IPO stage. Pointing to China...Read more
Allocations to US equities have climbed 16 percentage points among investors, according to the Bank of America Merrill Lynch (BofAML)...Read more
Columbia Sportswear Company – the US outdoor apparel, footwear, accessories and equipment company – has appointed Andrew Burns as...Read more
UK regulator the Financial Conduct Authority (FCA) has finalized rules creating a new category within its premium listing for...Read more
A survey by the Australasian Investor Relations Association (Aira) finds that while the Europe-based Mifid II doesn’t in principle...Read more
Dutch telecommunications company KPN has appointed Bisera Grubesic as its head of investor relations, effective July 1. She succeeds...Read more
Larry Fink’s annual letter to CEOs last year on how companies must have a social purpose helped shift the dial further in the...Read more
It’s safe to say that multimedia technology and IR have not always been natural bedfellows – and one of the key reasons is the all-...Read more
Passive US equity funds took in $18.2 bn in inflows while active US equity funds suffered $11.4 bn in outflows in April, according to...Read more
Many large equity funds are failing to provide investors with the disclosure information required under EU law, according to a new...Read more
More Chinese A shares are set to be included in MSCI’s benchmark index, says company president Baer Pettit in a statement following...Read more
Hedge funds and responsible investment would seem to be an oxymoron but, globally, they have allocated at least $59 bn to the approach...Read more
There is little doubt that the march of technology has an impact on investor relations, and the introduction of Mifid II in January...Read more
The African Private Equity and Venture Capital Association (Avca), a pan-Africa industry association, has revealed the critical role...Read more
May 2018
Global financial services solutions and data provider Ipreo has created a partnership with UK-based ACE Consensus to help bring IR and...Read more
The short lists for the IR Magazine Awards – Europe, to be held in London on June 28, have been announced. A number of top European...Read more
Equities are in favor with Goldman Sachs Asset Management it reveals in its 2018 mid-year outlook: A better balance of...Read more
Fears over Brexit and the prospect of a Jeremy Corbyn-led Labour government have made UK stocks the ‘cheapest in the world,’ according...Read more
IPOs in Malaysia are set to thrive in the second half of this year after the smooth transition of political power following a shock...Read more
The NYSE is to be run by a woman for the first time in its 226-year history. The exchange has announced that Stacey Cunningham will...Read more
Growing corporate profits pushed global dividends to a record first quarter of 10.2 percent, resulting in $244.7 bn in payouts,...Read more
Companies need to think about how to get to grips with the changing Mifid II landscape, according to new UK IR advisory company...Read more
Data firm IHS Markit is to buy financial services solutions and data provider rival Ipreo from private equity funds Blackstone and...Read more
Investors should be looking to Asia, says the CEO of Geneva-based Quaero Capital, Jean Keller. ‘Investors generally have not yet...Read more
Argentina’s recently passed capital markets legislation will help boost the financial markets and economic growth as well as encourage...Read more
The latest findings from the BofA Merrill Lynch May Fund Manager Survey reveal a mixed outlook from global fund managers. Expectations...Read more
This year has so far been a boom one for US tech IPOs, which have performed well above market peers. Connecticut-based IPO research...Read more
Smaller company stocks in China are currently performing better than large caps, after delivering more solid earnings growth, the...Read more
Ascletis Pharma has become the first biotechnology firm to file for an IPO in Hong Kong following recent reforms that allow biotech...Read more
UK private equity-backed IPOs are trading on average 43.9 percent above their offer price compared to 26.6 percent for non-private...Read more
US insurance group the Travelers Companies has hired Abbe Goldstein as senior vice president of IR. She succeeds Gabriella Nawi, who...Read more
Global asset managers last year experienced their best performance since 2010, according to new report The Hidden Pressures on...Read more
The recent CAMRADATA investment conference for pension funds, held in London, explored asset classes that pension fund managers should...Read more
Swiss food and drink company Nestlé has appointed Luca Borlini as head of IR, effective May 1, 2018. This follows the departure of...Read more
After much discussion in the region, Hong Kong Exchanges & Clearing (HKEX) has approved the use of dual-class share structures. It...Read more
April 2018
One quarter of IR heads report to the CEO at their company, while 62 percent report to the CFO, according to the IR Magazine Research...Read more
Despite a great deal of geopolitical uncertainty and some market volatility, global IPO activity in the first three months of the year...Read more
Deutsche Bank’s head of investor relations John Andrews is leaving the bank after five years. His leaving date has yet to be confirmed...Read more
Bank of America Merrill Lynch’s (BofAML) April survey of global fund managers finds the bulls in the market have been quietened, but...Read more
Mifid II is starting to change behavior among investors and IR professionals as organizations internalize aspects of their workflow,...Read more
The hedge fund universe is highly diverse so it can be challenging to make general assessments about it. The variety of hedge funds...Read more
The UK Financial Conduct Authority (FCA) has unveiled a package of measures – including board member independence requirements - as...Read more
The London Stock Exchange Group (LSEG) has appointed David Schwimmer as its new CEO. Schwimmer will begin his new role on August 1,...Read more
In the modern global economy, the ability to adapt to new thinking and acquire career advantages via learning is key. Existing skills...Read more
The London IPO market saw a solid start to 2018, despite some volatility, according to the latest EY IPO Eye report. The...Read more
At the IR Magazine Awards – Greater China in Hong Kong, there were toasts all round for China Resources Beer, which picked up five...Read more
The then-pending issue of Mifid II dominated discussions at the IR Magazine Think Tank – UK & Ireland 2017, which was held in...Read more
A leading IR consultant, noting what she sees as a worrying lack of focus by the IR profession in addressing the challenges posed by...Read more
March 2018
The UK's representative body for IR, the Investor Relations Society (IR Society), has announced the appointment of Gary Davies as its...Read more
A leading Thailand-based investor relations professional expects Mifid II to have an impact across Asia – and in doing so shift the...Read more
Bank of America Merrill Lynch’s (BofAML) latest monthly snapshot of the investor community reveals a number of areas that are...Read more
Zimmer Biomet, the Indiana-based medical device company, has announced the appointment of Cole Lannum as senior vice president of IR...Read more
The research survey for the IR Magazine Awards in Asia will begin soon, giving the industry the chance to weigh in on the best...Read more
Investors should prepare for volatility in global markets, according to the top economist at the world’s central banking body. In...Read more
UBS is to contest the decision by Hong Kong’s securities regulator to suspend the bank from serving as a sponsor on IPOs in the city...Read more
The Middle East Investor Relations Association (Meira) has announced that Andrew Tarbuck, a partner at law firm Hogan Lovells, has...Read more
Australian Mines has appointed Sophia Bolhassan to the newly created role of investor relations manager. Sophia Bolhassan,...Read more
Market evolution can favor small-cap companies that have the ability to evolve quickly, according to Malte Heininger, European equity...Read more
A recent Natixis Investment Managers survey of 500 global institutional investors that highlights the focus on alternative investments...Read more
In putting a case for small caps, Gervais Williams, senior executive director at London-based active management house Miton Group,...Read more
Proposed changes to the MSCI Equity Indexes family will see Latin America having a diminished influence within the MSCI Emerging...Read more
Consulting firm Mercer has unveiled the concept of a radical new approach to asset management that would change the payment of fees...Read more
Cole Lannum, senior vice president of investor strategy at Mallinckrodt Pharmaceuticals, is leaving the company due to personal...Read more
Alternative investments and ESG-related issues are highlighted as being top of mind for global institutional investors in a new survey...Read more
February 2018
Rich Thomas, managing director of the shareholder advisory group at Lazard, talks to IR Magazine ’...Read more