28 September 2026

‘The AI-Augmented street’ – AI’s impact on equity research and investor relations

Victoria Geddes
All, Best Practice, IR, Reporting

VICTORIA GEDDES, Executive Director. In capital markets today, a fundamental transformation is under way across both the buy and sell side. At an industry panel FIRST Advisers attended recently in the US titled “The AI Augmented Street,” research leaders from investment banks and growth asset managers discussed how artificial intelligence is reshaping institutional workflows. The […]

Continue Reading

28 August 2026

The 29% Gap: Why “Story Quakes” Are Now More Dangerous Than Earnings Misses

Victoria Geddes

VICTORIA GEDDES, Executive Director. A challenge for many small to midcaps is identifying why their share price consistently trades below the company’s perceived underlying value. In my June blog, Closing the Valuation Gap Through Performance and Messaging, I referenced some of the practical strategies adopted by companies when faced with this conundrum. The overall message […]

Continue Reading

30 July 2026

‘Tokenisation’ – much more than a token gesture

Victoria Geddes
All, IR, shareholder

VICTORIA GEDDES, Executive Director. In the US, right now, financial markets are obsessed with tokenisation. At the NIRI Conference in Chicago in June, it was the lead topic of conversation with the market described as being at an “inflection point,” with tokenisation seen as the most significant change to market structure in decades. So what […]

Continue Reading

25 June 2026

Closing the Valuation Gap Through Performance and Messaging

Victoria Geddes
All, Best Practice, Corp Comms, Guidance, IR, NIRI

VICTORIA GEDDES, Executive Director. In the pursuit of market recognition, public companies often find a disconnect between operational excellence and equity valuation. This “valuation gap” frequently stems from misaligned market narratives or overly complex communication strategies. I recently attended the annual NIRI (National Investor Relations Institute) Conference in Chicago to gain some insights into what […]

Continue Reading

28 May 2026

Focus on efficiency impedes short seller identification

SALONI SURI
All, Analytics, Investor Tracking, IR, Short Attacks

SALONI SURI, Shareholder Analytics. Short selling is a simple concept—an investor borrows a stock, sells the stock, and then buys the stock back to return it to the lender. In the period between selling borrowed stock and buying it back the investor is said to be ‘Short’ of stock, hence the term short selling. The […]

Continue Reading

Archives

FIRST ADVISERS INSIGHTS

PDF Downloads