Buy sideBearish sentiment continues to grow, finds investor and analyst survey Jul 18, 2022Tim HumanMore than half (55 percent) of investors and analysts say their view of the market is either ‘neutral to bearish’ or ‘bearish,’ a rise...Read more
ReportingHow IR professionals can talk recession with Wall Street Jul 15, 2022Megan McGrathWith the S&P having the worst first half of a year since 1970 and interest rates spiking faster than they have in 35 years, the...Read more
Technology & Social MediaThe week in investor relations: Global recession risk rising, Shell wants to boost shareholder returns and Levi Strauss & Co shifts reporting schedule to combat uncertainty Jul 15, 2022Garnet Roach– The outlook for the global economy has ‘darkened significantly’ in recent months, the head of the IMF has warned, and the world...Read more
Shareholder targeting & IDIR Magazine Think Tank – Europe: How to engage with shareholders during inflation and supply-chain disruption Jul 06, 2022James BeechIR professionals should stay close to their management teams and what is happening on the ‘shop floor’ to quickly respond to questions...Read more
Shareholder targeting & IDThe week in investor relations: US enters bear market, BlackRock’s success in voting efforts and three-for-one stock split at Tesla Jun 17, 2022Garnet Roach– Monday saw US stocks close in a bear market, following ‘a dramatic late-session sell-off,’ according to the Financial Times...Read more
Case studiesExecutives talking about recession nearly as much as in April 2020 May 25, 2022Tim HumanAs fears of a recession mount, US executives are increasingly addressing the topic on their conference calls with investors and...Read more
Buy sideThe week in investor relations: Shares plunge over recession fears, JPMorgan chases German mid-caps and McDonald’s exits Russia May 20, 2022James Beech– Billions were wiped off the FTSE 100 on Thursday as investors around the world reacted to fears of an inflation-fueled recession,...Read more
ESGStagflation fears over Ukraine prompt investor rethink on ESG May 11, 2022James BeechA fifth of surveyed institutional investors fear the war in Ukraine will trigger a global financial crisis worse than the Great...Read more
Shareholder targeting & IDThe week in investor relations: Active investors, political statements and racial inequality Jun 12, 2020Tim HumanBuy side – Active investors failed to beat the broader market despite major volatility during the early months of...Read more
Case studiesWhat happens to investor relations in a downturn? Jun 10, 2020Tim HumanIn 2008, Laura Graves, then Cisco’s director of global IR, stood up to kick off her company’s analyst day in Silicon Valley. She had...Read more