How the UAE’s capital markets are seeking the spotlight
As the UAE solidifies its position as a leading global financial hub, its capital markets are thriving like never before. Amid...
Investor perspectives Archive
Leaving purgatory: Inside the defense shift from sin stock to ESG portfolios
Oct 07, 2024
9 min read
‘The tone of the conversation, when it comes to investing in defense from an ESG lens, has changed – it's become far more...
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No company is a permanent buy: Inside the decision-making process of an exiting investor
You invest in the stock market to make money. The choice of companies to buy and the price at which we buy them are key to this...
Funding the food revolution: How Swiss fund manager Picard Angst is investing in the future of agri-food systems
Picard Angst (PA) is an independent Swiss financial services provider, established in 2003. Based in Zurich and the UAE, the firm...
‘We do not speak to any sell-side analysts’: Stephen Yiu of Blue Whale
When Stephen Yiu, managing partner and chief investment officer at the Blue Whale Growth Fund, branched out in 2016, Peter...
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Unwritten rules, budget squeezes and trust issues: Inside post-event investor feedback
In the context of corporate events, post-event feedback can be useful to monitor investor sentiment after non-deal roadshows (NDRs...
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The Blue Whale view on investor events and why Instagram can deliver IR success
In this episode of IR Voice – formerly The Ticker podcast – we talk to a buy sider about what asset managers look for in corporate...
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Record-breaking shareholder proposals in 2024 focus on ESG and anti-ESG matters
Investors’ ESG and anti-ESG proposals at AGMs have broken records so far in 2024, increasing by 5.2 percent on 2023’s numbers...
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How to keep stakeholders informed on emerging events
The macroeconomic landscape has rapidly evolved over the past decade, particularly in the last year, due to the pandemic...
'Markets are chaotic, not random’: Understanding market dynamics at the IR Magazine Think Tank – Europe 2024
As IROs, if you’re going to understand what moves your share price, you need to know which ‘bucket’ your company falls into. That...
