Investor-Corporate Engagement | Article

Voting for Value: Reforming Proxy Systems for Lasting Impact

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.

Podcast

Going Long Podcast: Karl Kuchel on the Infrastructure Supercycle

15 December 2025 - “Anytime where you have a constrained market, it's good to be a supplier of capacity into that market, which is why you're seeing a lot of investment and construction of data centers even though you've got higher interest costs, higher CapEx costs, higher operating costs, inefficiency in the supply chain.”

Risk and Resilience | Article

Managing Geopolitical Change is Now a Core Investment Skill

25 November 2025 - Which is worse: missing a major disruption that creates a new long-term equilibrium, or overreacting to a temporary event that soon reverts to prior conditions? Long-term investors dislike feeling exposed, underprepared, or unaware of potential risks. Fortunately, there are steps they can take to prepare their organizations for geopolitical turbulence.

Earnings Guidance | In the News

Trump Wants to End Quarterly Reporting. Jack Welch Would Approve

22 October 2025 - The legendary GE boss eventually came around to the idea that the focus on short-term results was a harmful distraction.

The CEO’s Guide to the Investment Galaxy: Navigating Markets to Build Great Companies

1 October 2025 - Sarah Keohane Williamson's new book provides indispensable insights for business leaders navigating the landscape of the global investment community. Order today.