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Playbook for Investor Relations Professionals 2024
Playbook for Investor Relations Professionals
2024
Contents
Understanding the macro-economic landscape
Attracting and retaining long-term investors
Corporate sustainability and ESG: Building a robust strategy
At S&P Global Market Intelligence, our Investor Relations Solutions team understands the impact a strong IR program can have on shareholder value, investor engagement, and access to capital. From Ipreo to IHS Markit to S&P Global Market Intelligence, we continue to innovate for investor relations and accelerate progress for the capital markets with our data, analytics, expert analysts, technology and workflow solutions.
Serving more than 2,500 corporate issuers, combined with our buyside and sell-side customer relationships across the global markets, we have identified 6 key themes in our 2024 IR Playbook for IROs and their management teams as the competition for capital intensifies.
Shareholder activism: Ensuring that you are well-prepared
Investor Days: Planning, executing, and measuring success for your next big event
Understanding the Macro-Economic Landscape: Capital Market Reports
Corporates maintained access to debt markets in 2023 despite significant interest rate increases and the US banking sector’s liquidity crunch during the spring, but equity issuance has plummeted. Market volatility could ease and investor support for new transactions could grow as inflation declines and the Federal Reserve ends its rate-hike cycle, provided that economic conditions continue to hold up in a higher-for-longer interest rate environment.
Capital markets have stabilized in recent months after experiencing considerable turmoil during the liquidity crunch that US banks faced earlier this year.
Issuance activity has been relatively healthy in the debt markets, where credit spreads have tightened even as interest rates have increased notably over the last 18 months. Global equity issuance, however, has been far more depressed. While there are some signs of life from the downtrodden IPO market, investors remain hesitant to support many new equity issuances given concerns over economic stability. See Appendix for our IPO Report..
Global economic growth has proven more resilient than first anticipated heading into 2023 in both advanced and emerging market economies. Banking sector upheaval in the US early this year has given way to relative stability and robust macroeconomic data, supporting the Federal Reserve’s aggressive monetary policy tightening to curb inflation. But investors are still waiting to see how economies and markets digest a higher-for-longer interest rate environment and whether central banks, particularly the Fed, require further action to temper inflation before becoming more supportive of new deal activity.
Playbook for Investor Relations Professionals 2024
