Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Investor-Corporate Engagement | Article
23 June 2025 - The global proxy system is at a crossroads. Frustrations from investors and issuers in the proxy process are leading to frequent headlines from both camps calling for reform, but solutions have been elusive. Furthermore, frustrations with the proxy process are often cited as one of the reasons companies question the need to be publicly listed, especially given the rise of private markets investing in the last decade.
In the News
12 June 2025 - In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.
In the News
12 June 2025 - Coca-Cola, BP, HSBC and countless others are dropping environmental goals, highlighting the inadequacy of voluntary action.
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.