Latest articles
Fund manager profile: ‘We put a lot of emphasis on innovation,’ says Heptagon Capital’s Alexander Gunz
Heptagon Capital is a private investment firm with $14.4 bn of assets under management, founded in 2005. The firm partners with a...
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...
‘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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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...
Emerging markets and China: What investors will be focused on in 2024, according to asset managers – Part 2
In my previous piece, I looked at how investment managers foresee a cautious economic landscape with potential for a US slowdown...
How to better understand stock prices as an IRO
Institutional investors and their investment decision-making processes are evolving to become more data-driven and systematic –...
