Policy and Geopolitics | Article

Tariffs will test investors’ long-term thinking

By Joel Paula

15 April 2025 - Uncertainty has gripped markets since the U.S. announced new tariffs on trade partners, raising the specter of a global trade war and escalating barriers. The impact to trade of goods will be swift, yet it’s still unclear how deeply tariffs will affect services, capital flows, and households.

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Earnings Guidance | Article

“Gold Standard” Companies Have Ditched Quarterly Guidance, You Should Too

By Victoria Tellez

15 April 2025 - In today’s climate of economic volatility and heightened scrutiny of short-term thinking, an increasing number of high-performing companies—especially those considered “gold standard” firms—do not provide quarterly earnings guidance. It’s a move that’s quickly becoming the new norm, as CEOs and investors alike acknowledge the futility of forecasting in an unpredictable environment.

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Investor-Corporate Engagement | Report

Beyond the Blame Game: Why the Proxy System Needs to Change

By Matthew Leatherman, Olivier Lebleu, CFA

18 December 2024 - A well-functioning proxy voting system is critical to support effective capital allocation and participation in the public markets. This report examines the factors that have led to the current situation and broaches potential solutions to build a stronger system.

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Report

Recap: FCLT Summit 2025

6 March 2025 - At FCLT Summit 2025, business and investment leaders developed practical solutions for creating long-term value amid unprecedented structural shifts in global capital markets.

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Policy and Geopolitics | Article

Recap: 2025 Davos CEO Roundtable

27 January 2025 - On 21 January, FCLTGlobal convened its annual Davos CEO Roundtable for leaders from across industries to discuss how Europe has real opportunities for appreciation if policymakers can unleash its strengths.

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