Article

The K-Shape of AI: How Capital Divergence Compounds

By Allen He, CFA, FRM

4 June 2026 - With SpaceX, Anthropic, and OpenAI preparing to IPO, is a “two-speed” economy emerging?

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Press Release

FCLTGlobal Appoints Olivia White as Chief Executive Officer

26 May 2026 - FCLTGlobal announced the appointment of Olivia White as Chief Executive Officer, effective August 1, 2026. White will succeed Sarah Keohane Williamson, who previously announced her intention to retire after more than a decade leading the organization.

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Innovation | Report

Worth the Wait: R&D-Intensive Public Companies Outperform Over the Long Term

By Allen He, CFA, FRM

20 May 2026 - This report examines a central question: Do public markets actually reward sustained investment in innovation over the long term?

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Stakeholder Capitalism | Article

ISS Calls It Dilution. It Isn’t.

By Jessica Pollock

11 May 2026 - Using equity as part of employee compensation reinforces an ownership culture across the employee base. And ownership by employees, executives, and board members has been shown to create value over the long term. Having “skin in the game” is largely considered a good idea. Yet, companies often receive pushback from proxy advisors such as ISS that issuing shares to provide equity to their team causes dilution, even if the companies repurchase an equal number of shares in the marketplace.

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Investor Risk and Responsibilities | Report

Storm Clouds & Silver Linings: Long-term Investing in an Age of Geopolitical Uncertainty

By Joel Paula, CAIA

9 April 2024 - We are now at a moment when global rivalry is running hot and support for globalization is cooling. The resulting opportunity set for investors is shrinking as global security and economic alliances rewire. This rewiring of globalization requires specific attention to strategy, governance, and integrated processes to bring geopolitical views into investment decision making. Doing this effectively requires deep integration between geopolitical and traditional investment analysis.

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