Risk and Resilience | Article

A New Operating System in the Age of Activism

By Victoria Tellez

3 February 2026 - In 2025, activists launched a record 255 global campaigns, topping the prior peak from 2018 and rising about 5 percent year over year. Q3 alone set a quarterly record with 61 campaigns. For corporate boards, scrutiny is intensifying, expectations are rising, and both strong balance sheets and weak governance can attract attention from activists.

Learn More

Governance | Article

CEO Tenure is More Important than the CEO-Chair Debate

By Victoria Tellez

28 January 2026 - In governance circles, few topics generate more debate than whether the CEO should also serve as board chair. Regulators in some markets have taken firm positions, and activists often argue that separation between the two roles is a universal best practice.

Learn More

Article

Sovereign Wealth Funds: The New Drivers of Long-Term Capital

By Allen He, CFA, FRM

3 February 2026 - Sovereign wealth funds (SWFs) are rapidly emerging as the world’s dominant long-term investors.

Learn More

Podcast

Going Long Podcast: Brian Moynihan on Building a Bank That Thinks in Decades

3 February 2026 - “Whether it was in the late eighties and early nineties on real estate, whether it was the fallen angels in the 1999–2000 timeframe, or into the financial crisis… leverage is consistent. And when it gets out of hand, it causes trouble.”

Learn More

Podcast

Going Long Podcast: Mark Konyn on Building Resilient Portfolios Across Asia’s Shifting Economies

13 January 2026 - “The readiness to turn away from something that’s no longer productive and embrace something new is far more prescient here.”

Learn More
View All Resources
 

We Drive Change Through a Focus on Key Areas

Longer investment horizons

Developing strategies that companies and investors can implement to prioritize long-term growth and avoid the short-term behaviors that hinder progress.

Broader business objectives

Researching the connection between stakeholder considerations and long-term value creation.

Greater participation in capital markets

Uncovering new pathways for economic mobility, allowing more savers to access the benefits of long-term investing.

CPP Investments
GIC
McKinsey & Company
Fidelity Investments
Baillie Gifford
IFM Investors
Russell Reynolds Associates
Hillhouse Group

18 September 2025

Finalists Announced for the 2025 Panmure House Prize

Adam Smith's Panmure House has announced the finalists for the 2025 Panmure Prize - awarded each year to support research that advances long-term thinking and radical innovation. FCLTGlobal is a proud partner of the Panmure House Prize.

Learn more