Recent articles

US equities to benefit from last vestiges of fiscal stimulus in 2019, says SSGA

Dec 14, 2018

Asset manager State Street Global Advisors (SSGA) believes US equities will benefit from the last vestiges of fiscal stimulus and strong consumer spending in the first part of 2019. But opportunities are likely to shift to other regions and sectors in the second half of the year, depending on how policy tightening, trade disputes and geopolitical events play out in emerging markets and Europe. Given the maturity of the current cycle, SSGA in its ‘2019 Glo...

Corporate access

30 IR stars in 30 days: Thomas Kudsk Larsen of AstraZeneca

Dec 14, 2018

Garnet Roach

30 IR stars in 30 days: Thomas Kudsk Larsen of AstraZeneca

IR Magazine has a long history of honoring those men, women and companies around the world that excel at investor relations. In celebration of 30 years of IR Magazine, we selected 30 IR stars that have shone particularly brightly over the past three decades and will be posting one profile each day for 30 days, giving you the gift of an IR advent calendar. ...

ESG

The duel over dual-class shares in Asia

Dec 14, 2018

Andrew Holt

The introduction of dual-class shares in Hong Kong and Singapore has stirred something of a debate. There are those who support the new orthodoxy and those who are more skeptical. It is not difficult to assess the divide: broadly, the exchanges are supporters, while many asset managers are skeptics. Hong Kong Stock Exchange (HKEX) CEO Charles Li has co...

Corporate access

First-time tie for most-used broker in IR Magazine research

Dec 14, 2018

Garnet Roach

First-time tie for most-used broker in IR Magazine research

For the first time since IR Magazine started reporting on roadshow patterns there is a tie for the most-used broker for roadshows globally. Bank of America Merrill Lynch (BofAML) has been named most-used broker for 2018 alongside competitor JPMorgan Chase. Each saw more than a quarter (26.3 percent) of the 615 respondents to the research survey go on the road with it over the past year. BofAML and JPMorgan Chase come in just slightly above Citi, which cl...

ESG

Proxy preview 2019: Governance trends go global

Dec 14, 2018

Ben Ashwell

Proxy preview 2019: Governance trends go global

Around the world, governance standards are being reassessed and debated. Investors are being asked by their clients to outline how stewardship factors into their decisions, which in turn places greater scrutiny on how companies are run and governed and who is running them. As is customary at this time of year, IR Magazine has investigated the trends that resonated during this year’s proxy/AGM season, and looks ahead to next year to see what’s on the horizon....

Shareholder targeting & ID

Economic expansion likely to continue through next year, says GSAM

Dec 13, 2018

Andrew Holt

Economic expansion likely to continue through next year, says GSAM

The ageing economic expansion is likely to continue through next year with some possible advantages for investors after a challenging 2018, according to Goldman Sachs Asset Management’s (GSAM) 2019 investment outlook, entitled ‘A Better Deal’. For investors, late-cycle fears will continue to drive ‘episodic volatility and drawdowns,’ says GSAM, creating opportunities to invest at attractive valuations. ‘End-of-cycle signs – including c...

Careers

30 IR stars in 30 days: Richard Jones of Indorama Ventures

Dec 13, 2018

Garnet Roach

30 IR stars in 30 days: Richard Jones of Indorama Ventures

Regulation

Mifid II going global, says research

Dec 12, 2018

Andrew Holt

Mifid II rules on the funding of investment research are changing behavior on a global scale, according to new research. It’s a development that has huge implications for fund houses, banks, brokers and investors globally – and a trend anticipated by IR Magazine more than a year ago. The research – by Liquidnet, a global institutional investment network ...

Buy side

The rise, fall and rise of Asian markets

Dec 12, 2018

Andrew Holt

The rise, fall and rise of Asian markets

Ten days is a long time in the life of Asian capital markets: at the start of last week the news was positive with the decline in US-China trade tensions, but later in the week those tensions rose once more, creating a downbeat picture. And now things have bounced back once again. On December 3, optimism reigned as a US-China trade truce offered market hope. Just a few days later, however, the seeming breakdown of that arrangement resulted in market falls and a grea...

Shareholder targeting & ID

Hitting a moving target: A think tank recap

Dec 12, 2018

Andrew Holt

Hitting a moving target: A think tank recap

There can be no doubt we live in uncertain times: global geopolitical events swing and sway, sometimes touching on worrying and extreme scenarios. Given this, it was timely for the IR Magazine Think Tank – Europe 2018 to explore such issues in the global economy within the context of targeting. It was pointed out at the event that the end wasn’t quite nigh: on a macro level, despite negative headlines, the IMF highlighted the world economy as doing fine, growin...

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