Article

Rethinking the Emerging Markets Exit: AI, Supply Chains, and the Case for Patience

By Jessica Pollock

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.

Learn More

Policy and Geopolitics | Article

Tariffs will test investors’ long-term thinking

By Joel Paula

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.

Learn More

Earnings Guidance | Article

“Gold Standard” Companies Have Ditched Quarterly Guidance, You Should Too

By Victoria Tellez

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.

Learn More

Investor-Corporate Engagement | Report

Beyond the Blame Game: Why the Proxy System Needs to Change

By Matthew Leatherman, Olivier Lebleu, CFA

18 December 2024 - A well-functioning proxy voting system is critical to support effective capital allocation and participation in the public markets. This report examines the factors that have led to the current situation and broaches potential solutions to build a stronger system.

Learn More

Risk and Resilience, Policy and Geopolitics, Climate | Podcast

Going Long Podcast: AXA CEO Thomas Buberl on The Evolution of Insurance: From Response to Prevention

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.”

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.

Norges Bank Investment Management
Cisco
Bridgewater Associates
Carlyle
Evercore
BP
Nasdaq
Votorantim

Pre-order "The CEO's Guide to the Investment Galaxy"

The CEO's Guide to the Investment Galaxy by Sarah Keohane Williamson provides indispensable insights for business leaders navigating the landscape of the global investment community. Not all shareholders are created equal. Knowing who your shareholders and the other members of the investment community are―and what drives them―is key to your success. Whether you're stepping into a CEO role at an established company or spearheading a promising start-up, this guide demystifies the diverse members of the investment community you will encounter, from pension funds to private equity firms to proxy advisors, and provides practical advice to help attract the shareholders who can support you in building a great company.

Pre-Order Now