Investor-Corporate Engagement | Article

The Buyback Mirage: What Record Share Repurchases Are Hiding

26 November 2025 - Without disciplined capital allocation, buybacks can signal weakness, not strength. According to a recent MarketWatch article, analysts have labeled Apple’s $100 billion announcement “disappointing” — not because it was small, but because it failed to set a new record.

Risk and Resilience | Report

Ahead of the Curve: Factoring the Cost of Carbon Into Long-Term Decision-Making

14 July 2025 - Climate change is a force reshaping the global economy—and will influence capital allocation for decades to come. Climate-related risks and externalities, especially carbon emissions, are becoming material to long-term financial decision-making.

Podcast

Going Long Podcast: Mark Wiseman on Long-term Capital in Short-term Systems

1 December 2025 - “In the long run, most of the time, values and value converge… it doesn’t matter much what your political perspective is… it will have an impact on the long-term cash flow potential of an asset.”

Risk and Resilience | Article

Managing Geopolitical Change is Now a Core Investment Skill

25 November 2025 - Which is worse: missing a major disruption that creates a new long-term equilibrium, or overreacting to a temporary event that soon reverts to prior conditions? Long-term investors dislike feeling exposed, underprepared, or unaware of potential risks. Fortunately, there are steps they can take to prepare their organizations for geopolitical turbulence.

The CEO’s Guide to the Investment Galaxy: Navigating Markets to Build Great Companies

1 October 2025 - Sarah Keohane Williamson's new book provides indispensable insights for business leaders navigating the landscape of the global investment community. Order today.