Hermes fund manager talks stock picking
The market rally of 2009 saw all stocks bounce, including the weaker ones, Parry observes. That correction is now over, however...
Read more
Investor perspectives Archive
Matterley fund manager predicts M&A
Investment firm Matterley was launched in August 2008, just one month before the bloated balance sheet of Lehman Brothers went pop...
Read more
IR papers: Openness is rewarded
Profit warnings: Will openness be rewarded?The answer is a qualified ‘yes’, according to researchers at the University of Northern...
Read more
M&A roundup: the SAP effect
One M&A theory knocking about suggests deal activity will return more quickly after this downturn than it has after previous ones...
Read more
Shareholder Rights Directive: roundtable discussion
For a piece of EU legislation, the Shareholder Rights Directive (SRD) has caused a fair amount of controversy. Some view it as an...
Read more
European experts leading the way
Buy and sell side after the crisis Sell-side woes‘No one wants to be an analyst any more. In terms of the sell side, no one new is...
Read more
Life on the edge: the West Coast Think Tank
Disclosure: the new concept of ‘fair’ Guidance in the financial crisis‘In this environment, hardly anyone knows how the business...
Read more
IR in uncertain times: Ricardo Alvial of Enersis
The first step in any crisis should always be to acknowledge its cause, and the current decline in global markets was surely...
Read more
Measuring investor sentiment after a turbulent year
Companies worldwide are watching their budgets. But market intelligence experts don’t think businesses should abandon investor...
Read more
Gazprom searches for US investors
The recent New York leg of Gazprom’s investor day was sparsely attended. Mounds of appetizers went uneaten at a lunch reception 40...
Read more
