Enquire, the Investor Relations podcast

Episode 51: A Live Panel Discussion - Attracting Capital in Changing Equity Markets

• Clara Melia • Episode 51

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Enquire recorded live in front of an audience of IR professionals and listed company leaders. Clara Melia hosted the panel discussion, where they discussed how companies can attract capital in today’s changing equity market.   

Meeting the Panel  

The discussion brought together Natalie Bell from Liontrust Asset Management, Thomas Moore from Aberdeen, and Rae Maile from Panmure Liberum. Each offered their perspective on UK equity markets, from the shift away from quantitative easing to the current valuation opportunities emerging from sustained outflows. 

The panel explored what's working in UK capital markets today, despite the well-documented challenges. They discussed where international investor interest is strongest, how market reforms are impacting transactions, and what gives them optimism for the future.  

The conversation also touched on practical concerns for IR teams, such as how to manage investor expectations, the role of AI in investment analysis, and early signs of IPO market recovery. 

Throughout the discussion, the panellists shared advice on how companies should communicate with investors, including Rae Maile's "three numbers" concept for simplifying complex results announcements and Thomas Moore's views on why in-person meetings still matter. 

In This Episode: 

  • How the changing economic backdrop is affecting UK companies  
  • Where the panel sees opportunities in today's market  
  • International investor interest and regional differences  
  • How to manage investor expectations in challenging times  
  • The impact of AI on fund managers and investment decisions  
  • Signs of recovery in the IPO market  
  • Each panellist's key advice for companies seeking capital 

Quotes: 

  • “It’s quite interesting to see some more international interest. People are starting to think about their allocation decisions and concentration in the U.S. and feeling a bit more uncomfortable about that. That’s a great opportunity for the UK market.” – Natalie Bell 
  • “There are three numbers that people care about. They want to know what’s going to happen to forecast on the day, whether it’s good enough that there’s an upgrade or whether it’s bad enough for a downgrade. That’s what the market cares about and the most value I can offer to fund managers in a busy results season.” – Rae Maile  
  • “Since AI took off, we’ve seen a dramatic derating in companies that were supposedly bulletproof. As fund managers, we’ve got to learn that technology can be very powerful if we embrace it, but it can also disrupt industries, and we’ve got to be very careful of what we pay for those.” – Thomas Moore  

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