The IR Blog

Irostors open discussions

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Investment Managers’ 2023 Outlook Round Up

#Outlook #Recession #Inflation #Interest rates #Regime Change #Investment Grade #High Yield #Equity #Economic Risks

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What happened in 3Q and what investors are watching for year end?

#3Q Review #Recession #Valuation #War in Ukraine #FX #Energy Prices #Housing market #China Reopening

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How exposed are you to Europe?

#Europe #Energy Crisis #Recession #Bailout #Margin Call #Geopolitics #Fossil Fuel #Renewables #Carbon Transition

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Positioning your equity narrative amid persistent inflation

#Inflation #Recession #Re-globalization #Greenflation #Labor supply #Food supply #Pricing power #Cost structure sensitivity #Value stock #Quality stock

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Advancing Hong Kong's FinTech Ecosystem

#Hong Kong #Ecosystem #FinTech

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A closer look at investors' sentiment and positioning

#Stagflation #Credit Risk #Business Cycle Risk #Tail Risk #No Risk Appetite #Underweight Equity #Overweight Cash

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What’s on the mind of the largest asset managers for 2H 2022?

#Inflation #China #Covid #Rate Hikes #2H Outlook #War in Ukraine #US Midterm #Russia #supply bottlenecks

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Mapping Asia REITs

#REITs

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How have external market factors impacted investor decisions so far in 2022?

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REITs, investors' response to inflation and slow growth.

#REITs #Stagflation #Inflation Hedge

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Nasdaq’s Global IR Pulse Survey Reveals Key Challenges and Shifting Priorities for 2022

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How IROs can help asset managers on ESG integration

#ESG #IRO #SRI #MSCI Index

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