Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Video
30 May 2025 - In this meeting, our research staff offers analysis on the latest findings from our FCLT Compass dashboard, recaps recently published reports, and provides a preview of what's next on our research agenda.
Innovation, Investor-Corporate Engagement | Podcast
27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”
Governance | Report
19 May 2025 - Companies — both public and private — strive to build boards that are instrumental in creating long-term value. But boards often feel they must follow somebody else's playbook. As companies grow, especially when they transition from private to public markets, they encounter a set of norms that governance experts expect them to follow. While some of these norms are listing requirements or laws that companies must follow, many are simply conventions rather than mandates.
Innovation, Risk and Resilience | Podcast, Video
29 April 2025 - "The capital requirements to capture the growth opportunities in these trends are so significant that […] they outstrip what is available from governments and […] from the public markets, and that is creating a very large and attractive opportunity for private capital."
Article
22 April 2025 - From strategic supply chain realignment to national investments in AI and digital infrastructure, several emerging markets (EM) are laying the groundwork for building structural resilience. While not evenly distributed, these trends are already reshaping the long-term opportunity set in select economies.
Earnings Guidance | Article
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.
Policy and Geopolitics | Article
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.
Policy and Geopolitics | In the News
11 April 2025 - These days, markets are on a roller coaster, going to steep heights just to plunge again, with many investors acting like they are going around the bend. My advice: Don’t get on the roller coaster with them.
In the News
11 April 2025 - With the ability to uncover hard-to-find information and enable more frequent trading in traditionally illiquid asset classes, new technologies like artificial intelligence and tokenisation could be the biggest disruption most private markets investors will see in their lifetime.
Press Release
1 April 2025 - 1 April 2025– FCLTGlobal, a non-profit organization whose mission is to focus capital on the long term to support a sustainable and prosperous economy, announced today that Rachel Lord, Senior Managing Director and Head of International at BlackRock, has joined its Board of Directors.
Article
26 March 2025 - Insights from an executive roundtable with Future Fund and FCLTGlobal
Risk and Resilience, Stakeholder Capitalism, Policy and Geopolitics | Report
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.