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Storm Clouds & Silver Linings: Long-term Investing in an Age of Geopolitical Uncertainty

By Joel Paula

9 April 2024 - We are now at a moment when global rivalry is running hot and support for globalization is cooling. The resulting opportunity set for investors is shrinking as global security and economic alliances rewire. This rewiring of globalization requires specific attention to strategy, governance, and integrated processes to bring geopolitical views into investment decision making. Doing this effectively requires deep integration between geopolitical and traditional investment analysis.

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Article

Panmure House Prize 2024

20 March 2024 - The Panmure House Prize is awarded to emerging leaders in academia and enables research that embodies Adam Smith's own approach to rigorous empiricism and long-term, inter-disciplinary thinking and radical innovation.

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Report

Recap: FCLT Summit 2024

7 March 2024 - The annual FCLT Summit, held on 28 February 2024, brought together FCLTGlobal members and friends to map out the next steps in our shared mission to focus capital on the long term to support a sustainable and prosperous economy.

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Report

2024 FCLTGlobal Blue Book

28 February 2024 - A compilation of real-world case studies from FCLTGlobal’s members who are putting long-term strategies into practice

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Podcast

Going Long Podcast: Andrew Liveris on Leading Through Disruption

12 February 2024 - "That system of geopolitics brought us this notion that globalization superseded the United Nations as a way of dealing with each other. That's been torn asunder."

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In the News

Boeing’s Move Away From Quarterly Forecasts Is Good For The Long Haul

8 February 2024 - For more than a decade, research has consistently found that most corporate executives believe short-term pressure is growing, that it is changing their business decisions, and that those changes are destroying value.

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Article

Diversifying demographics of assets under management

By Victoria Tellez, Jessica Pollock

1 February 2024 - New analysis reveals that the 25 most common male names globally are associated with overseeing more than 11 times the assets under management compared to their female counterparts.

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In the News

Risk management in an age of geopolitical uncertainty: Davos 2024 insights

30 January 2024 - In a world grappling with war in Ukraine and the Middle East, US-China tensions, and polarised domestic politics in many countries, business leaders find themselves at the crossroads of global complexities and investment decision-making. Which begs the question: how are investors assessing and addressing geopolitical uncertainty in their strategies?

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Article

Recap: 2024 Davos CEO Roundtable

24 January 2024 - On 16 January 2024, FCLTGlobal convened its members in Davos alongside the World Economic Forum to discuss how to make long-term decisions despite the current volatile geopolitical landscape.

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Report

2023 Year in Review

3 January 2024 - We invite you to read FCLTGlobal’s 2023 Year in Review, our annual report highlighting the accomplishments of the past year and the invaluable contributions of our Members, partners, and friends.

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Article

2023 Letter from the CEO

By Sarah Keohane Williamson

31 December 2023 - There is no question that this year demonstrated that these challenges are part of decision-making for today and tomorrow. There has never been a more meaningful time to focus capital on the long term to support a sustainable and prosperous economy – the mission of FCLTGlobal.  We believe that we can achieve that mission through a focus on three 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...

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Podcast

Going Long Podcast: IFM’s David Neal on Harnessing the Potential of Pension Capital

27 December 2023 - "It is a fascinating system, and in some ways it's an incredibly simple one. But what's grown from it is one of the most sophisticated, institutional investment environments in pension systems around the world."

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