NarratIR’s News & Insights brings together market commentary, perspective and analysis shaped by how capital markets actually function.
Our focus is on interpretation, not reaction - examining the forces influencing investor behaviour, disclosure expectations and market confidence across sectors and cycles.
This is where we share thinking developed through real engagement with listed companies, leadership teams and advisers - offering context when markets are volatile, clarity when narratives are tested, and perspective when judgement matters most.
Latest News & Insights
Are ASX Investor Events Delivering Real Returns?
Each year, dozens of ASX-listed companies board planes for global investor conferences. This week, many are heading to South Africa for Mining Indaba - an event that inevitably prompts a broader question: Are investor events actually delivering measurable value for shareholders?
Why Higher Interest Rates Aren’t Necessarily Bad for Miners
Higher interest rates aren’t always bad for ASX mining stocks. Here’s how inflation signals, currency dynamics and capital rotation can support quality miners.
Drill. Raise. Explain. Repeat.
Most ASX junior miners don’t lose investor confidence because exploration takes time. They lose it because of the cycle they train the market to expect. It usually looks like this…
When Biotech Goes Quiet, Credibility Speaks
Quiet periods are a structural feature of biotech markets. This article explores why credibility, not optimism, determines how ASX biotech companies perform when newsflow slows.
What Prepared ASX Companies Are Doing Differently
As investor relations strategies are increasingly stress-tested, a clear pattern is emerging in how well-prepared ASX companies are responding. Here are the disciplines that distinguish them.
What ASX Boards Are Asking Privately (and how they’re influencing investor conversations)
ASX boards are quietly reassessing capital access, messaging consistency and adviser alignment as market conditions tighten. Here’s what’s changing - and why it matters.
When Media Narratives Move Markets: What the AFR’s Kyle & Jackie O Story Reveals About ASX Media IR
When Media Narratives Move Markets: What the AFR’s Kyle & Jackie O Story Reveals About ASX Media Investor Relations.
The article on ARN and Kyle & Jackie O in The Australian Financial Review by Sam Buckingham-Jones confuses entertainment headlines with capital markets reality.
By linking Kyle & Jackie O’s contract to ARN’s share price and corporate challenges makes for an entertaining read, but it’s not an accurate one.
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