Navigating uncertainty: What does the capital market expect – and what should companies do?

At this morning’s breakfast seminar, “Marked i kryssild” we brought together an investor panel featuring Bernt J. Berg-Nielsen, Jan Philippe C. Sissener, Karin Busch, and Wilhelm Mohn to discuss the complex geopolitical landscape and how companies can best manage investor dialogue in turbulent times. Here are a few key takeaways:

Keep calm and carry on
Investors expect companies to stay composed and focus on what they can control

Help investors understand scenarios
Clearly communicate sensitivities, risks, and opportunities

Geographic exposure and value chain effects
Show how different markets, supply chains, and geopolitical factors impact your business

Highlight your competitive edge
Be clear about what sets you apart and why it creates lasting value

Don’t oversell the positives
Consistent reporting over time builds trust, not short-term hype

Long-term thinking pays off
Companies that communicate clearly, strategically, and transparently during uncertain times are rewarded in the long run

Be proactive in investor relations
Don’t wait for the market to draw its own conclusions. Take the lead early

We work closely with companies to ensure consistent and clear communication that builds investor understanding and trust over time. Good IR isn’t about having all the answers - it’s about showing that you’ve thoughtfully considered different scenarios. Strategic communication is essential to ensure the market fully understands your company’s position and potential.

A big thank you to our excellent panel for a valuable discussion, and to everyone who joined us! We look forward to next time