2023 Guidance Considerations
Ahead of the publication of FY 2022 results, a recurring theme in our recent discussions with clients has been the approach to providing guidance for the forthcoming year, given that the operating environment remains uncertain. Whilst most are keen to provide...
Shepherding new herds: exploring the realities of retail investment and engagement
Retail equity investment increased sharply in 2020 Growth stimulated by ease of trading via neobrokers and higher disposable income New generation of retail investors driven by innovation, sustainability and noise...
IR Trends for 2021
2020 has accelerated recent shifts in IR practices with lasting impacts. Outlined below are the key trends we expect in 2021, and what they mean for IR capabilities and budgets. The investment story needs to refocus...
2021 Leveraged Finance Conferences
As outlined in our white paper published this year “Assessing Capital Markets Communication Challenges for Leveraged Issuers Through the Pandemic”, it is obvious that there has been a shift in the way that the debt...
Embedding Sustainability as a Core Strategic Focus Area – Part 2
In this, the second part of our series on sustainability and IR, we explore the methodology issuers can adopt in developing a credible sustainability strategy that caters to the needs of an increasingly diverse...
Assessing the role of Investor Relations in ensuring sustainability is embedded into a Company’s strategic framework – Part 1
In the first of a two-part series on Sustainability and IR, we explore the inherent benefits for small and mid-cap issuers in ensuring Investor Relations plays a central role in the development and execution of the...
Assessing capital markets communication challenges for leveraged issuers through the pandemic
In the new Covid-19 paradigm, many leveraged issuers will need to secure additional liquidity buffers, plan a refinancing, proceed to asset sales or face the need to restructure their capital altogether. Such actions...
Communicating your equity story through and beyond the pandemic crisis
Thinking Ahead Post the Pandemic: Adopting a Modular Approach to your Investment Story to Succeed in the Competition for Capital In recent weeks, the institutional investment community has been adopting a protective...
Investor Relations: Double down in a crisis
At times like these Investor Relations professionals are expected to deal with extraordinary levels of incoming enquiries from the capital markets on a subject that is particularly unfamiliar and its impact largely...
Saudi Arabia: The opportunities and challenges of a potential MSCI classification upgrade
What would an MSCI emerging markets classification for the Saudi Arabian stock exchange mean for Saudi Arabian and GCC issuers? In June 2017, MSCI Inc. announced that it would open a consultation into the status of the...