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
March 2019
Looking at Mifid II well over a year since its implementation, a number of themes have been highlighted by IR Magazine : the...Read more
The Investment Association, the UK trade body for investment managers, and the Hampton-Alexander Review, the government-backed body to...Read more
As activist investors become more numerous in reach and sophisticated in approach, European corporates are struggling to deal with...Read more
Global small-cap stocks have had a strong 2019, outperforming large caps by more than 3 percentage points, but this is not a rally...Read more
Indices provider MSCI is to increase the weight of China A shares in the MSCI Indexes from 5 percent to 20 percent in a three-step...Read more
The long-held belief that Mifid II will become a global standard seems to be taking shape, with asset managers including Invesco,...Read more
Technology start-up companies are choosing to remain private for longer, creating a pipeline of high-value listings expected this year...Read more
When it comes to women in IR and the many issues the topic raises, IR Magazine has established unequalled and comprehensive...Read more
The Saudi stock exchange, the Tadawul, is making changes to the trading of small and medium-sized companies just before the country’s...Read more
US institutional investors increased their exposure to exchange-traded funds (ETFs) in 2018, driven by a higher focus on risk...Read more
The Monetary Authority of Singapore (MAS) has established a Corporate Governance Advisory Committee (CGAC) to advocate for good...Read more
Australia’s biggest companies still have to fully grasp calls from regulators and investors to do more to mitigate the risks of...Read more
Institutional investors should look at investing in bitcoin and other crypto-currencies, according to research by Boston-based...Read more
The vast majority (79 percent) of investors plan to maintain or increase their exposure to hedge funds in the next 12 months,...Read more
February 2019
Last year ended on a strong note for Gulf Cooperation Council (GCC) equity capital markets, with the fourth quarter being the best of...Read more
Edinburgh, Scotland-based asset manager Aberdeen Standard Investments (ASI) is launching a fund of alternative Ucits funds for...Read more
The SEC has voted for a proposal that gives another benefit of the 2012 Jobs Act to all companies, expanding a so-called testing-the-...Read more
Companies listed on the prime market of the Vienna Stock Exchange may now choose whether or not to publish quarterly reports and in...Read more
The European Commission (EC) has launched a consultation to finalize new guidelines for large listed companies reporting climate-...Read more
Equity markets in China have been boosted by US President Donald Trump’s announcement that there has been ‘progress’ on a US-China...Read more
Boutique investment firm Avendus Capital is taking money for one of India’s first funds to be based around investment decisions on ESG...Read more
Established in 2014, the UK's Investor Forum has established an impressive body of collective engagement work for which it was set up...Read more
Research budgets at European asset management firms have fallen since the introduction of Mifid II and independent research providers...Read more
In three years almost half (49 percent) of institutional investors expect to increase their exposure to assets supporting and...Read more
The much-debated impact of crypto-assets is given some context in a new survey by the Global Blockchain Business Council (GBBC), which...Read more
Japanese share buybacks have hit a record for the current fiscal year, which closes at the end of March, with the trend set to...Read more
The Bank of America Merrill Lynch (BofAML) fund manager survey for February reveals that investors are still downbeat on global growth...Read more
The UK’s Financial Reporting Council (FRC) consultation on a new stewardship code mostly hits the right notes, according to...Read more
US-based Achillion Pharmaceuticals, a clinical-stage biopharmaceutical company, has appointed Brian Di Donato to the position of...Read more
Up to 230 stocks listed in the UK and EU are at risk from Brexit because of a Mifid II trading rule, according to a leading trading...Read more
UK companies have an opportunity to learn from US counterparts on CEO pay ratios, according to a leading US compensation consultancy...Read more
French advertising and PR firm Publicis Groupe has appointed Alessandra Girolami as vice president of IR and strategic financial...Read more
Mifid II has put the IR teams of UK companies under increasing pressure as demands from investors soar, according to research from...Read more
Institutional Investors continue to want more information from companies about board composition and business strategy and how these...Read more
Council of Institutional Investors general counsel Jeff Mahoney talks to Andrew Holt about what the US group thinks of Mifid...Read more
One of the many debated consequences of Mifid II was the anticipated reduction in small-cap coverage, but new research reveals this...Read more
As China celebrates its New Year, many investors will be hoping the Year of the Pig doesn’t live up to its name – and the expectation...Read more
The European Commission (EC) is looking at the development of an equity index covering all listed companies in the EU, with the aim of...Read more
Bursa Malaysia’s outgoing CEO is expecting the IPO market to improve in 2019 compared with the difficulties the market faced at the...Read more
Lloyds Banking Group and Citi are the only two financial firms to make it into the top 20 of the Top 100 Employers compiled by UK LGBT...Read more
Andrew Holt discusses the legacy of the financial crisis, the ongoing threat of risk and the overlooked benefits of small...Read more
Mifid II, introduced one year ago, has brought trading costs under closer scrutiny, with many asset managers negotiating lower...Read more
January 2019
Firms owned by women and minorities manage just 1.3 percent of assets in the $69 tn asset management industry, though their...Read more
The UAE has adopted an amendment to the country’s Commercial Agencies Law that will allow trading agencies to convert into public...Read more
Exchange-traded fund (ETF) providers are turning to more expensive strategic beta and actively managed strategies after rapid industry...Read more
Nearly 30 percent of company leaders believe global economic growth will decline over the next 12 months, according a new annual...Read more
Some of the largest institutional investors think listed companies will soon have to show their intentions for blockchain technology...Read more
The UK biotech sector was given a massive boost last year when it raised a record £2.2 bn ($2.9 bn) from investors. New figures in a...Read more
The longest US government shutdown in history is starting to worry the IPO market because of the negative ramifications the closure...Read more
Investors received a mammoth payout last year from British companies, which disbursed nearly £100 bn ($130 bn) in dividends – a new...Read more
Asian markets could gain the lion’s share of global capital markets over the next two decades, according to the New Financial Global...Read more
Investors’ expectations for global GDP growth continue to fall, as 60 percent of those surveyed in the Bank of America Merrill Lynch (...Read more
New UK regulations that came into force at the start of the year mean that for the first time the UK’s biggest companies will have to...Read more
The number of Chinese firms listed in the US increased in 2018, with Chinese issuers flocking to US capital markets and deal flow...Read more
Hedge funds marginally outperformed the market last year, posting a 4.07 percent annual loss versus the S&P’s 4.38 percent fall,...Read more
The Monetary Authority of Singapore (MAS) is launching a set of grants worth S$75 mn ($55 mn) to help companies float on Singapore...Read more
Twelve investor and shareholder advocacy groups have written to BlackRock, calling on it to improve its climate-related shareholder...Read more
UK shareholder activism saw a sharp increase last year as investors launched campaigns at 25 companies, spending $7.35 bn on stocks,...Read more
Four ‘extraordinary political mistakes’ could cause market turmoil in 2019, according to Holger Schmieding, chief economist at...Read more
A better-than-expected final quarter of 2018 brought IPOs in Canada to a C$2.2 bn ($1.6 bn) total for the year – less than half of the...Read more
Andrew Holt speaks to Gervais Williams, award-winning fund manager at London-based Miton Group, about the markets in 2018,...Read more
Following the global trend, Indian IPOs began last year well with impressive numbers for 2018 overall as IPOs raised $5.5 bn from 161...Read more
December 2018
On the final day of 2018 many investors may wish to quote poet Robert Graves by wishing a ‘goodbye to all that’ to 2018. The previous...Read more
Houston-based chemical company Flotek Industries has today appointed Elizabeth Wilkinson as CFO. Wilkinson will be responsible for the...Read more
Global IPO proceeds rose in 2018, supported by investor confidence, large pools of liquidity, strong valuations and low interest rates...Read more
Politics, growth concerns and rising rates have been some of the key drivers of markets this year, and they are likely to play another...Read more
US IPOs benefited from an early boost that was maintained throughout most of 2018, but dramatically slowed then halted from November...Read more
Tesla’s director of investor relations, Aaron Chew, has left the company, adding to a long list of departures from the company this...Read more
The key activist trends of 2018 have been around M&A activity, ESG and activist director nominations, according to a leading...Read more
Complaints made to the UK financial regulator the Financial Conduct Authority (FCA) involving sexual misconduct and discrimination...Read more
Investors are approaching ‘extreme bearishness’ according to the Bank of America Merrill Lynch (BofAML) December Fund Manager Survey...Read more
The onward march of blockchain technology took another major step after BBVA, Spain’s second-largest bank, negotiated a €150 mn ($171...Read more
Rising no-deal Brexit worries in the UK have resulted in investors exiting UK equity funds in record numbers. Investors have pulled a...Read more
Hong Kong is expected to regain its position as the top destination for IPOs with estimated fundraising of around HK$300 bn ($38.4 bn...Read more
Asset manager State Street Global Advisors (SSGA) believes US equities will benefit from the last vestiges of fiscal stimulus and...Read more
The introduction of dual-class shares in Hong Kong and Singapore has stirred something of a debate. There are those who support the...Read more
The ageing economic expansion is likely to continue through next year with some possible advantages for investors after a challenging...Read more
Mifid II rules on the funding of investment research are changing behavior on a global scale, according to new research. It’s a...Read more
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-...Read more
There can be no doubt we live in uncertain times: global geopolitical events swing and sway, sometimes touching on worrying and...Read more
Comments made by Robert Ophèle, chairman of French market securities regulator the Autorité des marchés financiers (AMF), on Mifid II...Read more
Hong Kong is set to take the global IPO crown this year for the most money raised in stock market flotations, narrowly beating...Read more
Investors pulled out of US equity and corporate bond funds in the early part of December, favoring the safety of US government debt...Read more
The Middle East Investor Relations Association (Meira) has announced the appointment of John Gollifer as its new general manager. He...Read more
To win one IR Magazine Award is an accomplishment, but to win three is something of a major achievement . This is exactly what Banco...Read more
European tech companies that went public in 2018 saw their share price boosted by an average of 222 percent, in contrast to US tech...Read more
GMS, a leading North American distributor of gypsum wallboard and suspended-ceiling systems, has appointed Leslie Kratcoski as its...Read more
Andrew Holt talks to EQS CEO Achim Weick about the latest trends involving Mifid II What trends have you seen...Read more
The long bull market cycle of excess stock and bond returns is expected to finally wind down next year, but not before one last hurrah...Read more
European companies are pulling their plans to list shares at the quickest rate in seven years, citing weak markets and a poor appetite...Read more
Alternative Investment Market (Aim) listed companies have significantly improved their corporate governance standards since a...Read more
Telecommunications company China Unicom (Hong Kong) took away three gongs at the IR Magazine Awards – Greater China, held in Hong Kong...Read more
November 2018
Just over 40 percent of investors have noticed a reduction in the availability and breadth of research for small and mid-cap companies...Read more
The UK’s Brexit deal could reduce GDP per capita by as much as 5.5 percent over the next 10 years, according to a report by a group of...Read more
Popular, the Nasdaq-listed financial services group, has appointed Paul Cardillo as its IRO. He reports to Popular’s CFO Carlos...Read more
IPOs in Vietnam have led the way in 2018, making up more than half ($6.2 bn) of the total $12 bn raised across South East Asia,...Read more
Effective stewardship and investor engagement is helping to drive better returns, with a majority of asset managers saying engagement...Read more
Investors have removed more than $1 tn from UK equity funds since the EU referendum in 2016 amid concerns over Brexit and the looming...Read more
October 2018
Manulife US REIT has a portfolio that consists of office properties in the US across Los Angeles, Atlanta and Washington, DC, as well...Read more
August 2018
UK asset managers have three years to launch exchange-traded fund (ETF) strategies or run the risk of failing to get new products off...Read more
March 2019
Looking at Mifid II well over a year since its implementation, a number of themes have been highlighted by IR Magazine : the...Read more
The Investment Association, the UK trade body for investment managers, and the Hampton-Alexander Review, the government-backed body to...Read more
As activist investors become more numerous in reach and sophisticated in approach, European corporates are struggling to deal with...Read more
Global small-cap stocks have had a strong 2019, outperforming large caps by more than 3 percentage points, but this is not a rally...Read more
Indices provider MSCI is to increase the weight of China A shares in the MSCI Indexes from 5 percent to 20 percent in a three-step...Read more
The long-held belief that Mifid II will become a global standard seems to be taking shape, with asset managers including Invesco,...Read more
Technology start-up companies are choosing to remain private for longer, creating a pipeline of high-value listings expected this year...Read more
When it comes to women in IR and the many issues the topic raises, IR Magazine has established unequalled and comprehensive...Read more
The Saudi stock exchange, the Tadawul, is making changes to the trading of small and medium-sized companies just before the country’s...Read more
US institutional investors increased their exposure to exchange-traded funds (ETFs) in 2018, driven by a higher focus on risk...Read more
The Monetary Authority of Singapore (MAS) has established a Corporate Governance Advisory Committee (CGAC) to advocate for good...Read more
Australia’s biggest companies still have to fully grasp calls from regulators and investors to do more to mitigate the risks of...Read more
Institutional investors should look at investing in bitcoin and other crypto-currencies, according to research by Boston-based...Read more
The vast majority (79 percent) of investors plan to maintain or increase their exposure to hedge funds in the next 12 months,...Read more
February 2019
Last year ended on a strong note for Gulf Cooperation Council (GCC) equity capital markets, with the fourth quarter being the best of...Read more
Edinburgh, Scotland-based asset manager Aberdeen Standard Investments (ASI) is launching a fund of alternative Ucits funds for...Read more
The SEC has voted for a proposal that gives another benefit of the 2012 Jobs Act to all companies, expanding a so-called testing-the-...Read more
Companies listed on the prime market of the Vienna Stock Exchange may now choose whether or not to publish quarterly reports and in...Read more
The European Commission (EC) has launched a consultation to finalize new guidelines for large listed companies reporting climate-...Read more
Equity markets in China have been boosted by US President Donald Trump’s announcement that there has been ‘progress’ on a US-China...Read more
Boutique investment firm Avendus Capital is taking money for one of India’s first funds to be based around investment decisions on ESG...Read more
Established in 2014, the UK's Investor Forum has established an impressive body of collective engagement work for which it was set up...Read more
Research budgets at European asset management firms have fallen since the introduction of Mifid II and independent research providers...Read more
In three years almost half (49 percent) of institutional investors expect to increase their exposure to assets supporting and...Read more
The much-debated impact of crypto-assets is given some context in a new survey by the Global Blockchain Business Council (GBBC), which...Read more
Japanese share buybacks have hit a record for the current fiscal year, which closes at the end of March, with the trend set to...Read more
The Bank of America Merrill Lynch (BofAML) fund manager survey for February reveals that investors are still downbeat on global growth...Read more
The UK’s Financial Reporting Council (FRC) consultation on a new stewardship code mostly hits the right notes, according to...Read more
US-based Achillion Pharmaceuticals, a clinical-stage biopharmaceutical company, has appointed Brian Di Donato to the position of...Read more
Up to 230 stocks listed in the UK and EU are at risk from Brexit because of a Mifid II trading rule, according to a leading trading...Read more
UK companies have an opportunity to learn from US counterparts on CEO pay ratios, according to a leading US compensation consultancy...Read more
French advertising and PR firm Publicis Groupe has appointed Alessandra Girolami as vice president of IR and strategic financial...Read more
Mifid II has put the IR teams of UK companies under increasing pressure as demands from investors soar, according to research from...Read more
Institutional Investors continue to want more information from companies about board composition and business strategy and how these...Read more
Council of Institutional Investors general counsel Jeff Mahoney talks to Andrew Holt about what the US group thinks of Mifid...Read more
One of the many debated consequences of Mifid II was the anticipated reduction in small-cap coverage, but new research reveals this...Read more
As China celebrates its New Year, many investors will be hoping the Year of the Pig doesn’t live up to its name – and the expectation...Read more
The European Commission (EC) is looking at the development of an equity index covering all listed companies in the EU, with the aim of...Read more
Bursa Malaysia’s outgoing CEO is expecting the IPO market to improve in 2019 compared with the difficulties the market faced at the...Read more
Lloyds Banking Group and Citi are the only two financial firms to make it into the top 20 of the Top 100 Employers compiled by UK LGBT...Read more
Andrew Holt discusses the legacy of the financial crisis, the ongoing threat of risk and the overlooked benefits of small...Read more
Mifid II, introduced one year ago, has brought trading costs under closer scrutiny, with many asset managers negotiating lower...Read more
January 2019
Firms owned by women and minorities manage just 1.3 percent of assets in the $69 tn asset management industry, though their...Read more
The UAE has adopted an amendment to the country’s Commercial Agencies Law that will allow trading agencies to convert into public...Read more
Exchange-traded fund (ETF) providers are turning to more expensive strategic beta and actively managed strategies after rapid industry...Read more
Nearly 30 percent of company leaders believe global economic growth will decline over the next 12 months, according a new annual...Read more
Some of the largest institutional investors think listed companies will soon have to show their intentions for blockchain technology...Read more
The UK biotech sector was given a massive boost last year when it raised a record £2.2 bn ($2.9 bn) from investors. New figures in a...Read more
The longest US government shutdown in history is starting to worry the IPO market because of the negative ramifications the closure...Read more
Investors received a mammoth payout last year from British companies, which disbursed nearly £100 bn ($130 bn) in dividends – a new...Read more
Asian markets could gain the lion’s share of global capital markets over the next two decades, according to the New Financial Global...Read more
Investors’ expectations for global GDP growth continue to fall, as 60 percent of those surveyed in the Bank of America Merrill Lynch (...Read more
New UK regulations that came into force at the start of the year mean that for the first time the UK’s biggest companies will have to...Read more
The number of Chinese firms listed in the US increased in 2018, with Chinese issuers flocking to US capital markets and deal flow...Read more
Hedge funds marginally outperformed the market last year, posting a 4.07 percent annual loss versus the S&P’s 4.38 percent fall,...Read more
The Monetary Authority of Singapore (MAS) is launching a set of grants worth S$75 mn ($55 mn) to help companies float on Singapore...Read more
Twelve investor and shareholder advocacy groups have written to BlackRock, calling on it to improve its climate-related shareholder...Read more
UK shareholder activism saw a sharp increase last year as investors launched campaigns at 25 companies, spending $7.35 bn on stocks,...Read more
Four ‘extraordinary political mistakes’ could cause market turmoil in 2019, according to Holger Schmieding, chief economist at...Read more
A better-than-expected final quarter of 2018 brought IPOs in Canada to a C$2.2 bn ($1.6 bn) total for the year – less than half of the...Read more
Andrew Holt speaks to Gervais Williams, award-winning fund manager at London-based Miton Group, about the markets in 2018,...Read more
Following the global trend, Indian IPOs began last year well with impressive numbers for 2018 overall as IPOs raised $5.5 bn from 161...Read more
December 2018
On the final day of 2018 many investors may wish to quote poet Robert Graves by wishing a ‘goodbye to all that’ to 2018. The previous...Read more
Houston-based chemical company Flotek Industries has today appointed Elizabeth Wilkinson as CFO. Wilkinson will be responsible for the...Read more
Global IPO proceeds rose in 2018, supported by investor confidence, large pools of liquidity, strong valuations and low interest rates...Read more
Politics, growth concerns and rising rates have been some of the key drivers of markets this year, and they are likely to play another...Read more
US IPOs benefited from an early boost that was maintained throughout most of 2018, but dramatically slowed then halted from November...Read more
Tesla’s director of investor relations, Aaron Chew, has left the company, adding to a long list of departures from the company this...Read more
The key activist trends of 2018 have been around M&A activity, ESG and activist director nominations, according to a leading...Read more
Complaints made to the UK financial regulator the Financial Conduct Authority (FCA) involving sexual misconduct and discrimination...Read more
Investors are approaching ‘extreme bearishness’ according to the Bank of America Merrill Lynch (BofAML) December Fund Manager Survey...Read more
The onward march of blockchain technology took another major step after BBVA, Spain’s second-largest bank, negotiated a €150 mn ($171...Read more
Rising no-deal Brexit worries in the UK have resulted in investors exiting UK equity funds in record numbers. Investors have pulled a...Read more
Hong Kong is expected to regain its position as the top destination for IPOs with estimated fundraising of around HK$300 bn ($38.4 bn...Read more
Asset manager State Street Global Advisors (SSGA) believes US equities will benefit from the last vestiges of fiscal stimulus and...Read more
The introduction of dual-class shares in Hong Kong and Singapore has stirred something of a debate. There are those who support the...Read more
The ageing economic expansion is likely to continue through next year with some possible advantages for investors after a challenging...Read more
Mifid II rules on the funding of investment research are changing behavior on a global scale, according to new research. It’s a...Read more
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-...Read more
There can be no doubt we live in uncertain times: global geopolitical events swing and sway, sometimes touching on worrying and...Read more
Comments made by Robert Ophèle, chairman of French market securities regulator the Autorité des marchés financiers (AMF), on Mifid II...Read more
Hong Kong is set to take the global IPO crown this year for the most money raised in stock market flotations, narrowly beating...Read more
Investors pulled out of US equity and corporate bond funds in the early part of December, favoring the safety of US government debt...Read more
The Middle East Investor Relations Association (Meira) has announced the appointment of John Gollifer as its new general manager. He...Read more
To win one IR Magazine Award is an accomplishment, but to win three is something of a major achievement . This is exactly what Banco...Read more
European tech companies that went public in 2018 saw their share price boosted by an average of 222 percent, in contrast to US tech...Read more
GMS, a leading North American distributor of gypsum wallboard and suspended-ceiling systems, has appointed Leslie Kratcoski as its...Read more
Andrew Holt talks to EQS CEO Achim Weick about the latest trends involving Mifid II What trends have you seen...Read more
The long bull market cycle of excess stock and bond returns is expected to finally wind down next year, but not before one last hurrah...Read more
European companies are pulling their plans to list shares at the quickest rate in seven years, citing weak markets and a poor appetite...Read more
Alternative Investment Market (Aim) listed companies have significantly improved their corporate governance standards since a...Read more
Telecommunications company China Unicom (Hong Kong) took away three gongs at the IR Magazine Awards – Greater China, held in Hong Kong...Read more
November 2018
Just over 40 percent of investors have noticed a reduction in the availability and breadth of research for small and mid-cap companies...Read more
The UK’s Brexit deal could reduce GDP per capita by as much as 5.5 percent over the next 10 years, according to a report by a group of...Read more
Popular, the Nasdaq-listed financial services group, has appointed Paul Cardillo as its IRO. He reports to Popular’s CFO Carlos...Read more
IPOs in Vietnam have led the way in 2018, making up more than half ($6.2 bn) of the total $12 bn raised across South East Asia,...Read more
Effective stewardship and investor engagement is helping to drive better returns, with a majority of asset managers saying engagement...Read more
Investors have removed more than $1 tn from UK equity funds since the EU referendum in 2016 amid concerns over Brexit and the looming...Read more
October 2018
Manulife US REIT has a portfolio that consists of office properties in the US across Los Angeles, Atlanta and Washington, DC, as well...Read more
August 2018
UK asset managers have three years to launch exchange-traded fund (ETF) strategies or run the risk of failing to get new products off...Read more