News and Insights

In 2024, companies across the globe spent a disproportionate amount of time engaging with short-term investors, and found it increasingly difficult to attract new, long-only investors. Our latest insights uncover the underlying challenges, and how we’re helping clients navigate them.

2025 marks Rose & Company’s 10-year anniversary—a milestone made possible by the trust of our clients, the support of our partners, and the expertise of our team members.

With year-end approaching, many IR teams are evaluating strategies for 2025, including opportunities to broaden their shareholder base beyond the U.S. Our latest article, featured in NIRI: The Association for Investor Relations' Fall 2024 Magazine, explores the opportunity within European equity markets—a region often overlooked but offering a higher concentration of high-quality, long-term investors. These investors are primarily characterized by their active management approach, fundamental analysis, and commitment to holding investments over longer periods, contrasting with the high-turnover, passive strategies more prevalent in the U.S.

On October 23, 2024, the Australasian Investor Relations Association (AIRA) hosted a webinar titled Maximizing Impact: Strategies for Successful Offshore NDRs in North America and Europe for Australasian Companies. The session provided valuable insights into how companies can effectively navigate the challenges of engaging offshore investors.

Our CEO, Simon Rose, has been featured in the latest issue of The Investor Relations Society's Informed magazine. His article, "To list or not to list in New York?", analyzes the valuation gaps between New York and London for UK companies and examines the strategic implications of pursuing a US listing. He explores the benefits and challenges, providing valuable insights into effective investor engagement strategies for accessing North American markets.

Over the last month, Rose & Company attended global IR conferences in Australia (AIRA), Canada (CIRI), the US (NIRI), and the UK (IR Society). A universal issue has emerged: companies across all market caps are spending a disproportionate amount of time engaging with short-term investors.

Nasdaq's annual IR Pulse survey cited "attracting capital from international markets" and "engaging generalist investors" as top challenges, making the insights from the Australasian Investor Relations Association (AIRA) annual conference's panel on optimizing engagement strategies with offshore investors particularly timely.

Money flows have shifted towards European equities as investors look for value, driven by the widening spread between the valuations of U.S. and European markets.

In a recent webinar hosted by S&P Global Market Intelligence and Rose & Company, panelists shared their unique perspectives on overcoming the challenges companies often face in attracting new, long-term shareholders.

By working together, the two companies will provide their clients a unique end-to-end solution for investor engagement.

Many institutions have become less reliant on the sell-side for corporate access, according to a recent survey published by Investor Relations Magazine

We have found that being able to identify the next steps in the investment process is key to maximizing our clients’ time and resources

Simon Rose, CEO of Rose & Company, participated in a webinar hosted by IR Magazine and Q4 webinar to discuss strategies for navigating the new normal for investor targeting and outreach.

The initiation of “social distancing” following the spread of the coronavirus epidemic is having a significant impact on how investors and companies are interacting

The bridge between the institutional investor community and public companies will likely continue to crumble as the cash equities business continues to suffer.

In early 2018 following the implementation of MIFID II, we discussed The Continuing Impact of Regulations on the Broker Model. Less than two years later, the direct impact of the regulation is clear as is the idea that issuers need to devote greater efforts to identify and directly interact with an audience of the “right" investors

From the deregulation of trading commissions in the 1970s to the Global Research Settlement in 2003, securities regulations have consistently produced significant shifts in the way the buy-side, the sell-side, and issuers interact. Research departments, in particular, have been subject to numerous changes, which have altered the relationship between issuers and investment banks.

Earnings season is disruptive. There’s no doubt about it. From the point of view of a corporate communications firm, earnings seasons create great marketing opportunities.

Shareholder activism is on the rise again in Canada, and corporate boards and senior management are concerned. Activist defense is disruptive and requires significant time and resources. In addition, fending off an activist in the past does not make a company permanently immune.

Regulation continues to impact the economic relationship between investment banks and institutional investors. The lasting impact on corporates is still not entirely clear, but short-term indicators look ominous.