Capital Markets

On capital-markets mechanics that affect IR work — buybacks and dividend policy, debt issuance, equity raises, M&A communications, and the capital allocation disclosure that drives the long-term investor narrative.

2 articles

Capital Markets

Five Capital Allocation Slides That Should Be in Every Investor Presentation

Capital allocation is the most-asked-about topic in investor meetings and the most-underdeveloped slide in most investor presentations. Five slides should be in…

Marcus Tanaka May 11, 2026 6 min read

Capital Markets

Buyback Disclosure: Four Things the New Reporting Regime Actually Requires (and Why It Matters)

The buyback disclosure regime has changed materially. Four practical implications for how companies disclose, communicate, and structure repurchase programs in the current…

Marcus Tanaka May 11, 2026 5 min read