Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Innovation, Risk and Resilience | Podcast
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
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.
Climate | Report
26 February 2025 - The FCLTGlobal Blue Book, now in its third iteration, brings together perspectives from select members on how to put long-term strategies into practice today.
Risk and Resilience, Policy and Geopolitics, Climate | Podcast
18 February 2025 - “If we continue to focus on prevention, if prevention becomes a mandatory part of an insurance solution, then climate can be properly priced again and will remain insured.”
Policy and Geopolitics | Article
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.