Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
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.
Governance | 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.
Risk and Resilience | 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
Stakeholder Capitalism, Risk and Resilience | 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.
Risk and Resilience | Case Study
26 February 2025 - Cement production is highly energy-intensive and ubiquitous with infrastructure development. As Global Cement asserts, “There’s enough cement used every week to build a city the size of Paris.” Despite this, cement production remains accountable for a significant share of global CO₂ emissions.
Risk and Resilience | Case Study
26 February 2025 - Carbon pricing has become a critical consideration in real estate investment, significantly influencing decision-making and long-term planning. For Hines, a global real estate investment manager and leader in sustainability, carbon pricing offers both a strategic opportunity and a complex challenge.
Stakeholder Capitalism | Case Study
26 February 2025 - Aon exists to shape decisions for the better—to protect and enrich the lives of people around the world. We provide our clients with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.
Risk and Resilience | 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.