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Episode 40: Siddarth Chand Lall - A Fund Manager's Perspective on IR Communications in the UK
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£20 billion is the estimated outflow from of UK equities in the last three to four years, with almost half originating from small-mid cap equities. So, what separates companies that retain investor confidence and interest vs. those that don’t?
The Right Guidance and Communication Strategy to Weather the Storm
UK fund managers have been kept very busy over the past few years. Economic turbulence, sweeping political shifts, and the financial impacts of a pandemic have all contributed to the uncertainty around UK equities, affecting UK fund growth and performance.
In this episode, we hear the fund manager’s perspective from Siddarth Chand Lall, the Lead Fund Manager of the Marlborough Multi Cap Income Fund at Canaccord Genuity Wealth Management.
We explore the ways companies can improve their communication approach with investors and what needs to change to attract investment back to UK equities. Siddarth shares his perspective on the most influential changes in the market and his advice for investors, IR professionals and fund managers for this year.
In This Episode
- How companies can improve their engagement with investors
- What needs to change to attract investment back to UK equities
- The role of boards in investor communications
- How MiFID II impacted company information access and coverage
- Managing ESG considerations in an income-focused strategy
- The outlook for UK equity markets in 2025
Quotes:
"When communicating with shareholders, they are partial owners. They are on your side, and there can be a partnership. They want you to do well, so it doesn't need to be combative."
“To under promise and over deliver is so important. It really is one of the golden rules in any listed entity. If you can do that, that's where you protect the share price.
“When you start off by saying everything's great and we're okay, and then at the end, you say, 'Oh, by the way, there's this negative thing to tell you about,' hoping that maybe some people wouldn't care about it... that really irritates investors."
Resources:
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