Strategy | Report
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.
Governance | Article
15 April 2024 - There is no one-size-fits-all solution to designing corporate boards for long-term value creation. Recognizing and understanding that choices are available is the first step toward making longer-term choices and establishing next-generation board governance.
Article
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.
Article
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.
Podcast
12 February 2024 - "That system of geopolitics brought us this notion that globalization superseded the United Nations as a way of dealing with each other.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."
Strong governance provides the foundation for success.
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Alignment of incentives over time and across the investment value chain is critical to future outperformance.
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Engagement between companies and their shareholders provides mutual understanding and confidence to pursue shared goals.
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Metrics, both financial and non-traditional, that are consistent, comparable, and reliable enable market participants to evaluate sustainable long-term value creation.
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Policy and regulation shapes global discourse prompts market behaviors to shift toward the long term.
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