Beyond the Predictions: Using 2025 Market Outlooks in IR Plans
Banks have steadily been releasing their 2025 market outlooks over the past few weeks (find the list here). The market outlook, especially for small-cap companies, is the strongest it's been in years. Here are three tips on how to incorporate these insights into your IR plan for 2025. (Pro tip: If you’re short of time (and who isn’t), listen to this aggregated audio version from Trevin Chow.)
DO - Find Middle Ground: While many outlooks share broad similarities, avoid relying on just one and assuming it reflects market consensus. A well rounded view will help you capture a more accurate picture of potential trends and risks as they relate to your business.
DON’T - Forget to Leave Room for Error: While the general market outlook is positive, even top analysts can miss the mark. Ensure your strategy accounts for a less optimistic scenario to avoid being blindsided. Strong plans factor in flexibility for unexpected changes.
DO - Work with an Experience IR Team: Small cap executives are well versed in their business, but tend to miss the forest for the trees when talking to investors. You may be able to glean unique insights from the large bank’s outlooks, but a strong IR team can help you translate these into greater impact.
