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
November 2019
The IR Magazine Reporting & Disclosure report paints a picture of how this important part of good governance and...Read more
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
September 2019
Artificial intelligence (AI) is a much-discussed issue within finance, but AI investment in the UK has been hugely supported hugely,...Read more
Finnish retail conglomerate Kesko has appointed Hanna Jaakkola as its new vice president of IR, succeeding Kia Aejmelaeus, who has...Read more
The Shanghai Stock Exchange (SSE) has stepped up its regulatory technology for listed companies as part of a move to improve the...Read more
Governance issues continue to rise in importance for how companies operate. Big US firms are coming under increased pressure to dump...Read more
The Thirty Percent Coalition’s national awareness campaign, launched in April, to promote women of color onto corporate boards is...Read more
In far-reaching analysis, US-based CFA Institute has assessed the impact of Mifid II on US research and what it means for the future...Read more
The Global Reporting Initiative (GRI) – the international body that helps companies organize and communicate their ESG data to wider...Read more
With ESG issues the central financial zeitgeist of the age, a new report reveals that investors focus less on social and governance...Read more
Taking stock of what has been an impressive start for China’s new tech-focused stock market – the Star Market – regulators have...Read more
Viacom and CBS have named Anthony DiClemente as executive vice president of investor relations at the newly merged company ViacomCBS...Read more
In a clear indication that the ongoing US-China trade war and gloom about the global economy are having an impact on investor...Read more
August 2019
At the start of the week and for the first time since 2009, the S&P 500’s dividend was yielding more than 30-year Treasury bonds,...Read more
Almost three quarters (74 percent) of investors in alternatives believe equity markets are at a peak – up from 61 percent at the end...Read more
China is to roll out a number of measures to deepen and strengthen capital market reforms by following the best international...Read more
In the first seven months of 2019, UK-based technology companies have attracted investment of £5.5 bn ($6.7 bn) – more than in the...Read more
Non-US equity demand continued on an upward curve as global issuers raised $10.4 bn in depositary receipts during the first half of...Read more
In what has proven to be a divided decision, the SEC has clarified its approach to proxy advisory firms involving greater oversight of...Read more
IPOs in the Gulf Cooperation Council (GCC) region increased slightly in the second quarter, with two companies listing on Saudi Arabia...Read more
In a major corporate shift, shareholder value is no longer the main objective of the US’ top company CEOs, according to the Business...Read more
Wall Street advanced for the third day on Monday, with investors focused on monetary policy ahead of the Federal Reserve’s annual...Read more
Investment opportunities in Shenzhen have the potential to rocket after Chinese authorities set out plans for Shenzhen to become a ‘...Read more
The global investment management industry faces cyclical and secular threats, with investment performance exposed to late-cycle risks...Read more
Insurance giant American International Group (AIG) has appointed Sabra Purtill to a newly created, all-encompassing role as deputy CFO...Read more
CEO pay at FTSE 100 companies has dropped to its lowest level since 2014, according to Deloitte’s annual FTSE 100 executive...Read more
Shareholders in listed companies on global stock markets have reaped the rewards of more than $500 bn in dividends during the second...Read more
A new type of institutional investor is fueling this year’s dramatic bull run, and with it a rise in bitcoin, according to a new...Read more
The ongoing trade war between the US and China is having a negative impact on listed companies in Hong Kong. An increasing number of...Read more
While equity trading in Europe fell in July, dark-pool trading volumes swelled to their highest level since Mifid II was introduced 19...Read more
US stocks and Treasury yields fell Monday, in a deluge of negative sentiment covering not only the on-going trade war with China, but...Read more
Dallas-based and Nasdaq-listed CSW Industrials (CSWI), a diversified industrial growth company focused on industrial products and...Read more
Investors are bullish on rates, according to the Bank of America Merrill Lynch (BofAML) fund manager survey for August. The survey...Read more
Although recent market upheavals blur the picture, markets were mostly upbeat in the second quarter of 2019. Small caps have been...Read more
As sustainable investment across Europe continues to grow, investors face a major problem in the form of unclear information about...Read more
Despite the unexciting performance of much of the global IPO market in 2019 – and specific political pressures in Asia – sentiment and...Read more
In a revealing piece of research, US passive managers vote against management at companies less frequently than their actively managed...Read more
In the latest impact of Mifid II coming to America, a major investigation concentrating on research for small issuers has been...Read more
It was a week dominated by market turmoil. The week began with a market rout. You know it was significant because major players in the...Read more
Hedge funds expect to increase the amount they invest based on ESG factors next year, according to a survey by Iowa-based BarclayHedge...Read more
Research unbundling under Mifid II has hit institutional equities in the US, with research showing that buy-side firms have...Read more
The new China tech-focused stock market – the Star Market – is living up to its name with huge Chinese demand for IPOs on the exchange...Read more
The FTSE Mondo Visione Exchanges Index, which aims to reflect market sentiment and is a key indicator of exchanges performance closed...Read more
At the start of the week, Hong Kong’s Hang Seng Index suffered its worst fall in a week based upon growing worries among investors...Read more
Most of this year’s big name IPOs will have lost investors money within the next five years, predicts Dutch-based global small-cap...Read more
A strong commitment for US mega-cap equities is a key position taken by Todd Jablonski, chief investment officer at investment...Read more
Asian investors are upbeat when it comes to economic optimism, ranking the second highest globally, according to a new survey. The...Read more
July 2019
The global asset management industry has reached a tipping point, warns a new study, stating that last year, after roughly a decade of...Read more
Nineteen months into its existence, the impact of Mifid II is taking shape, with the latest study highlighting that sell-side research...Read more
The Abu Dhabi Securities Exchange (ADX) has issued a landmark set of ESG disclosure guidelines for listed companies on the bourse. The...Read more
A more proportionate approach to regulation is needed in response to increasing consolidation in the European asset management sector...Read more
What was once considered optional for companies to report is now shifting to a more mandatory basis, and nowhere is this seen more...Read more
With earnings season well under way, UBS revealed positive numbers but Santander saw profits fall , according to CNBC. Both companies...Read more
For you, what has been the most interesting development about the North American research market’s response to Mifid II?...Read more
Oil company Baker Hughes, a GE company (BHGE), has announced that Jud Bailey will join the firm as vice president of IR, effective...Read more
The financial crash triggered a new age of increased regulation, a knee-jerk reaction that assumed all financial regulation must come...Read more
Big-hitting proxy advisers have agreed to greater independent scrutiny involving a series of updated principles and supervision from...Read more
Chinese foreign direct investment (FDI) into the US has nosedived since President Donald Trump took office, with sectors such as real...Read more
The number of companies appointing a woman to their board in the US has more than doubled to 85 since July 2018, thanks to a campaign...Read more
China today saw a dramatic launch to its new tech-focused stock exchange – the Star Market – in what is being seen as China’s answer...Read more
A majority – 60 percent – of institutional investors support investment that improves long-term business prospects, even if it...Read more
French market securities regulator the Autorité des marchés financiers (AMF) is looking at how to improve coverage of small and mid-...Read more
Brexit and fears surrounding world trade are undermining UK business investment, according to analysis from EY, reported The...Read more
An array of trends are revealed in financial advisory firm Lazard’s first-half 2019 Review of Shareholder Activism. These include: –...Read more
The number of institutional investors in South Korea taking up the stewardship code recently reached the 100 milestone after the...Read more
Investors have added risk, rotating into cyclical plays (equities, Europe, industrials, banks) and out of defensive ones (bonds, real...Read more
London-based outsourcing business Capita has today announced that Stuart Morgan will join the company in September as director of IR...Read more
Anheuser-Busch InBev (AB InBev) has announced it is not going ahead with its $10 bn IPO on the Stock Exchange of Hong Kong due to ‘...Read more
Attempting to get to the bottom of – and explore further – a much-discussed issue, David Blood, co-founder and senior partner at...Read more
The Shareholder Rights Directive II (SRD II), which came into force last month with the aim of encouraging long-term shareholder...Read more
Stocks fell on Monday as losses in Apple shares put wider pressure on the tech sector with investors gearing up for key testimony from...Read more
More than one third of companies listed in the Swiss Market Index (SMI) have voluntarily committed to sustainability reporting after a...Read more
US and European investors have bolted from active funds at their highest rate in three years, pulling more than $35 bn so far in 2019...Read more
Many approaches are taken to measure diversity and equality but the benefits of being on an index – in this case, the Bloomberg Gender...Read more
Equity markets have had a good first half of the year, boosted by a dovish monetary policy from the world’s central banks, with the S...Read more
Valmont Industries, an Omaha-based global provider of engineered products and services for infrastructure development and irrigation...Read more
US asset manager T Rowe Price has dispelled reports that it is to bypass Wall Street banks on corporate access. The Wall Street...Read more
What is the financial case for ESG – and what does ESG really mean? These key questions were posed at the recent Bloomberg Sustainable...Read more
The Shenzhen Stock Exchange (SZSE) and the Belarusian Currency and Stock Exchange (BCSE) have signed a memorandum of understanding (...Read more
Investors should push companies to prioritize cyber-security, warns a new World Economic Forum report. It also proposes a framework...Read more
On Monday, US markets reached a record high and the FTSE 100 saw a real surge, after US and China agreed a trade truce, reported ...Read more
Optimism within the UK asset management sector has risen compared with the previous quarter, according to the latest survey from UK...Read more
The challenges facing companies embracing the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) were...Read more
Female leaders from leading financial companies were at the London Stock Exchange (LSE) this week calling for the number of female-led...Read more
Hong Kong IPOs grew during the first six months of 2019, thanks to new listing rules for biotech companies and despite political...Read more
In an attempt to cement the UK’s position as a global climate leader, the government has announced its Green Finance Strategy, which...Read more
The internationalization of Mifid II continues apace, especially in the US, albeit with a regional slant, according to a leading...Read more
Looking back to the Bank of Japan’s adoption of negative interest rates in 2016, this move proved to be the spur for many investors in...Read more
Latin American markets were slow in the first half of the year, due to ongoing political and economic instability in a number of...Read more
June 2019
At the start of the week Bloomberg reported that emerging market stocks strengthened for a fourth consecutive week last week on the...Read more
Behemoth technology firms such as Alibaba, Amazon, Facebook, Google and Tencent moving into financial services could well make the...Read more
The Securities and Futures Commission (SFC) has warned listed companies in Hong Kong to be up to speed on the financial risks they...Read more
Virginia-based and Nasdaq-listed Shenandoah Telecommunications Company (Shentel) has announced the appointment of telecommunications...Read more
The African IPO market saw a 28 percent decline in the first half of 2019, with capital raised falling to $341 mn, compared with $472...Read more
Last month was something of an unpredictable month for global stock markets, so it should come as no surprise to see UK equity funds...Read more
The US Federal government shutdown and subsequent SEC backlog and delay in activity in the IPO market caused a significant decline in...Read more
The latest Bank of America Merrill Lynch (BofAML) fund manager survey for June reveals bearish outlook dominating the financial...Read more
The legacy of 2018’s stellar performance in Asia-Pacific, which was mostly driven by an uptick in high-value Chinese cross-border...Read more
November 2019
The IR Magazine Reporting & Disclosure report paints a picture of how this important part of good governance and...Read more
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
September 2019
Artificial intelligence (AI) is a much-discussed issue within finance, but AI investment in the UK has been hugely supported hugely,...Read more
Finnish retail conglomerate Kesko has appointed Hanna Jaakkola as its new vice president of IR, succeeding Kia Aejmelaeus, who has...Read more
The Shanghai Stock Exchange (SSE) has stepped up its regulatory technology for listed companies as part of a move to improve the...Read more
Governance issues continue to rise in importance for how companies operate. Big US firms are coming under increased pressure to dump...Read more
The Thirty Percent Coalition’s national awareness campaign, launched in April, to promote women of color onto corporate boards is...Read more
In far-reaching analysis, US-based CFA Institute has assessed the impact of Mifid II on US research and what it means for the future...Read more
The Global Reporting Initiative (GRI) – the international body that helps companies organize and communicate their ESG data to wider...Read more
With ESG issues the central financial zeitgeist of the age, a new report reveals that investors focus less on social and governance...Read more
Taking stock of what has been an impressive start for China’s new tech-focused stock market – the Star Market – regulators have...Read more
Viacom and CBS have named Anthony DiClemente as executive vice president of investor relations at the newly merged company ViacomCBS...Read more
In a clear indication that the ongoing US-China trade war and gloom about the global economy are having an impact on investor...Read more
August 2019
At the start of the week and for the first time since 2009, the S&P 500’s dividend was yielding more than 30-year Treasury bonds,...Read more
Almost three quarters (74 percent) of investors in alternatives believe equity markets are at a peak – up from 61 percent at the end...Read more
China is to roll out a number of measures to deepen and strengthen capital market reforms by following the best international...Read more
In the first seven months of 2019, UK-based technology companies have attracted investment of £5.5 bn ($6.7 bn) – more than in the...Read more
Non-US equity demand continued on an upward curve as global issuers raised $10.4 bn in depositary receipts during the first half of...Read more
In what has proven to be a divided decision, the SEC has clarified its approach to proxy advisory firms involving greater oversight of...Read more
IPOs in the Gulf Cooperation Council (GCC) region increased slightly in the second quarter, with two companies listing on Saudi Arabia...Read more
In a major corporate shift, shareholder value is no longer the main objective of the US’ top company CEOs, according to the Business...Read more
Wall Street advanced for the third day on Monday, with investors focused on monetary policy ahead of the Federal Reserve’s annual...Read more
Investment opportunities in Shenzhen have the potential to rocket after Chinese authorities set out plans for Shenzhen to become a ‘...Read more
The global investment management industry faces cyclical and secular threats, with investment performance exposed to late-cycle risks...Read more
Insurance giant American International Group (AIG) has appointed Sabra Purtill to a newly created, all-encompassing role as deputy CFO...Read more
CEO pay at FTSE 100 companies has dropped to its lowest level since 2014, according to Deloitte’s annual FTSE 100 executive...Read more
Shareholders in listed companies on global stock markets have reaped the rewards of more than $500 bn in dividends during the second...Read more
A new type of institutional investor is fueling this year’s dramatic bull run, and with it a rise in bitcoin, according to a new...Read more
The ongoing trade war between the US and China is having a negative impact on listed companies in Hong Kong. An increasing number of...Read more
While equity trading in Europe fell in July, dark-pool trading volumes swelled to their highest level since Mifid II was introduced 19...Read more
US stocks and Treasury yields fell Monday, in a deluge of negative sentiment covering not only the on-going trade war with China, but...Read more
Dallas-based and Nasdaq-listed CSW Industrials (CSWI), a diversified industrial growth company focused on industrial products and...Read more
Investors are bullish on rates, according to the Bank of America Merrill Lynch (BofAML) fund manager survey for August. The survey...Read more
Although recent market upheavals blur the picture, markets were mostly upbeat in the second quarter of 2019. Small caps have been...Read more
As sustainable investment across Europe continues to grow, investors face a major problem in the form of unclear information about...Read more
Despite the unexciting performance of much of the global IPO market in 2019 – and specific political pressures in Asia – sentiment and...Read more
In a revealing piece of research, US passive managers vote against management at companies less frequently than their actively managed...Read more
In the latest impact of Mifid II coming to America, a major investigation concentrating on research for small issuers has been...Read more
It was a week dominated by market turmoil. The week began with a market rout. You know it was significant because major players in the...Read more
Hedge funds expect to increase the amount they invest based on ESG factors next year, according to a survey by Iowa-based BarclayHedge...Read more
Research unbundling under Mifid II has hit institutional equities in the US, with research showing that buy-side firms have...Read more
The new China tech-focused stock market – the Star Market – is living up to its name with huge Chinese demand for IPOs on the exchange...Read more
The FTSE Mondo Visione Exchanges Index, which aims to reflect market sentiment and is a key indicator of exchanges performance closed...Read more
At the start of the week, Hong Kong’s Hang Seng Index suffered its worst fall in a week based upon growing worries among investors...Read more
Most of this year’s big name IPOs will have lost investors money within the next five years, predicts Dutch-based global small-cap...Read more
A strong commitment for US mega-cap equities is a key position taken by Todd Jablonski, chief investment officer at investment...Read more
Asian investors are upbeat when it comes to economic optimism, ranking the second highest globally, according to a new survey. The...Read more
July 2019
The global asset management industry has reached a tipping point, warns a new study, stating that last year, after roughly a decade of...Read more
Nineteen months into its existence, the impact of Mifid II is taking shape, with the latest study highlighting that sell-side research...Read more
The Abu Dhabi Securities Exchange (ADX) has issued a landmark set of ESG disclosure guidelines for listed companies on the bourse. The...Read more
A more proportionate approach to regulation is needed in response to increasing consolidation in the European asset management sector...Read more
What was once considered optional for companies to report is now shifting to a more mandatory basis, and nowhere is this seen more...Read more
With earnings season well under way, UBS revealed positive numbers but Santander saw profits fall , according to CNBC. Both companies...Read more
For you, what has been the most interesting development about the North American research market’s response to Mifid II?...Read more
Oil company Baker Hughes, a GE company (BHGE), has announced that Jud Bailey will join the firm as vice president of IR, effective...Read more
The financial crash triggered a new age of increased regulation, a knee-jerk reaction that assumed all financial regulation must come...Read more
Big-hitting proxy advisers have agreed to greater independent scrutiny involving a series of updated principles and supervision from...Read more
Chinese foreign direct investment (FDI) into the US has nosedived since President Donald Trump took office, with sectors such as real...Read more
The number of companies appointing a woman to their board in the US has more than doubled to 85 since July 2018, thanks to a campaign...Read more
China today saw a dramatic launch to its new tech-focused stock exchange – the Star Market – in what is being seen as China’s answer...Read more
A majority – 60 percent – of institutional investors support investment that improves long-term business prospects, even if it...Read more
French market securities regulator the Autorité des marchés financiers (AMF) is looking at how to improve coverage of small and mid-...Read more
Brexit and fears surrounding world trade are undermining UK business investment, according to analysis from EY, reported The...Read more
An array of trends are revealed in financial advisory firm Lazard’s first-half 2019 Review of Shareholder Activism. These include: –...Read more
The number of institutional investors in South Korea taking up the stewardship code recently reached the 100 milestone after the...Read more
Investors have added risk, rotating into cyclical plays (equities, Europe, industrials, banks) and out of defensive ones (bonds, real...Read more
London-based outsourcing business Capita has today announced that Stuart Morgan will join the company in September as director of IR...Read more
Anheuser-Busch InBev (AB InBev) has announced it is not going ahead with its $10 bn IPO on the Stock Exchange of Hong Kong due to ‘...Read more
Attempting to get to the bottom of – and explore further – a much-discussed issue, David Blood, co-founder and senior partner at...Read more
The Shareholder Rights Directive II (SRD II), which came into force last month with the aim of encouraging long-term shareholder...Read more
Stocks fell on Monday as losses in Apple shares put wider pressure on the tech sector with investors gearing up for key testimony from...Read more
More than one third of companies listed in the Swiss Market Index (SMI) have voluntarily committed to sustainability reporting after a...Read more
US and European investors have bolted from active funds at their highest rate in three years, pulling more than $35 bn so far in 2019...Read more
Many approaches are taken to measure diversity and equality but the benefits of being on an index – in this case, the Bloomberg Gender...Read more
Equity markets have had a good first half of the year, boosted by a dovish monetary policy from the world’s central banks, with the S...Read more
Valmont Industries, an Omaha-based global provider of engineered products and services for infrastructure development and irrigation...Read more
US asset manager T Rowe Price has dispelled reports that it is to bypass Wall Street banks on corporate access. The Wall Street...Read more
What is the financial case for ESG – and what does ESG really mean? These key questions were posed at the recent Bloomberg Sustainable...Read more
The Shenzhen Stock Exchange (SZSE) and the Belarusian Currency and Stock Exchange (BCSE) have signed a memorandum of understanding (...Read more
Investors should push companies to prioritize cyber-security, warns a new World Economic Forum report. It also proposes a framework...Read more
On Monday, US markets reached a record high and the FTSE 100 saw a real surge, after US and China agreed a trade truce, reported ...Read more
Optimism within the UK asset management sector has risen compared with the previous quarter, according to the latest survey from UK...Read more
The challenges facing companies embracing the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) were...Read more
Female leaders from leading financial companies were at the London Stock Exchange (LSE) this week calling for the number of female-led...Read more
Hong Kong IPOs grew during the first six months of 2019, thanks to new listing rules for biotech companies and despite political...Read more
In an attempt to cement the UK’s position as a global climate leader, the government has announced its Green Finance Strategy, which...Read more
The internationalization of Mifid II continues apace, especially in the US, albeit with a regional slant, according to a leading...Read more
Looking back to the Bank of Japan’s adoption of negative interest rates in 2016, this move proved to be the spur for many investors in...Read more
Latin American markets were slow in the first half of the year, due to ongoing political and economic instability in a number of...Read more
June 2019
At the start of the week Bloomberg reported that emerging market stocks strengthened for a fourth consecutive week last week on the...Read more
Behemoth technology firms such as Alibaba, Amazon, Facebook, Google and Tencent moving into financial services could well make the...Read more
The Securities and Futures Commission (SFC) has warned listed companies in Hong Kong to be up to speed on the financial risks they...Read more
Virginia-based and Nasdaq-listed Shenandoah Telecommunications Company (Shentel) has announced the appointment of telecommunications...Read more
The African IPO market saw a 28 percent decline in the first half of 2019, with capital raised falling to $341 mn, compared with $472...Read more
Last month was something of an unpredictable month for global stock markets, so it should come as no surprise to see UK equity funds...Read more
The US Federal government shutdown and subsequent SEC backlog and delay in activity in the IPO market caused a significant decline in...Read more
The latest Bank of America Merrill Lynch (BofAML) fund manager survey for June reveals bearish outlook dominating the financial...Read more
The legacy of 2018’s stellar performance in Asia-Pacific, which was mostly driven by an uptick in high-value Chinese cross-border...Read more