Around the World—Leaders’ Views of President Trump

March 24, 2017

US business leaders traveling abroad are constantly asked for their views of Donald Trump. For the context behind those questions, Longview Global Advisors’ country experts outline in this brief how political leaders and their constituents around the world view the American president.

Read our brief on LinkedIn.

Business Implications of the Trump Policy Revolution

December 21, 2016

Since the American election, US equity markets have surged, reflecting investors’ assumptions that President Trump will focus on growing the economy and creating jobs through fiscal stimulus, tax cuts and simplification, and deregulation. Almost all of his first one hundred days’ agenda is directed at this objective. In this brief, Meridian Research Group and Longview Global Advisors map out the medium-term implications of the Trump policy revolution.

Read our outlook.

Game On: A Political Outlook for Brexit and Europe

October 26, 2016

Most voters, politicians, and business leaders in the UK don't want to see a hard Brexit, yet the politics of divorce in both the UK and EU are likely to derail diplomatic efforts to finesse a soft variant. Expect a drawn-out, contentious process, with costly outcomes for all parties involved.

Read our outlook.

Five Political Forces & the World’s Populist Insurgencies

October 10, 2016

The global political environment has been characterized as unprecedented, volatile, and dangerous—epitomized by an upsurge in populist authoritarianism. This brief connects the dots and shows how this megatrend is rooted in five major, interconnected political forces: 1) slow growth, 2) inequalities in income and opportunities, 3) perceptions that governing institutions are unresponsive, 4) political entrepreneurs or insurgents, and 5) a hyperconnected social media environment. It then suggests three ways business leaders can respond to the threat.

Read our outlook.

Rouseff Is Out, But Will Governance Improve In Brazil?

September 12, 2016

The Olympics are over and Dilma Rousseff has been formally removed from office. Now comes the hard part: improving governance and putting Brazil on a robust growth trajectory.

Read our view in Forbes.

Angela Merkel Faces Her Biggest Challenge Yet In Brexit

July 7, 2016

Chancellor Angela Merkel’s pragmatic attitude to crisis management, while criticized for its caution, has cemented her standing as the preeminent leader of Europe. The British vote to leave the EU now presents her biggest challenge. More than ever, Germany will shape the fate of the EU and the UK’s relationship with it.

Read our perspective in Forbes.

The Panama Papers, Political Risks, and the Business Leader Agenda

April 6, 2016

Sensitive information related to over 200,000 offshore entities, investments, and transactions over 40 years has been made public. Regardless of the legality of the activities covered, the political risks are significant. The affair is likely to last a long time and lead to unexpected fallout.

Read our view in LinkedIn.

Myanmar: Tremendous Investor Interest Amid Significant Risks

April 4, 2016

Investors have poured into Myanmar, but they face a daunting operating environment characterized by underdeveloped infrastructure, widespread poverty, questions about political stability and poor governance.

Read our outlook in BRINK.

Enhancing the Board's Global Perspective

March 28, 2016

Many corporate boards do not possess directors who have the requisite international expertise to provide a credible challenge to management. There are (arguably) at least three approaches to enhancing the global perspective of the board. Dean A. Yoost and D.J. Peterson elucidate how to broaden your board's global lens.

Read our perspective in Directorship magazine.

Brexit could help derail the global economy in 2016, but British voters could care less

March 2, 2016

The Brexit vote has been set for June 23 and the possibility of the UK leaving the European Union—something that was widely dismissed—suddenly seems very real. While the economic impacts are hard to quantify, the near-term risks—leading up to and immediately after the vote—look decidedly tilted to the downside.

Read our point of view in LinkedIn.

Doing Business in Fragile Markets: Integrating Doing Good and Doing Well

December 17, 2015

Fragile states can be opportunity markets. But the reality is that investments are just as likely to create tensions as they are to resolve them, and doing good in addition to doing good business is a difficult task.

Read the article in BRINK.

The 2016 Global CEO Agenda: Issues to watch, questions to ask

January 7, 2016

Geopolitics is shaping the world in 2016 like never before—in the Middle East, Europe, China, and even the US. In this outlook we highlight for corporate executives key issues to watch and questions to ask in the coming year.

Read our outlook in BRINK.

How boards can navigate the pitfalls of operating in foreign markets

April 28, 2015

Longview President DJ Peterson and Dennis T. Whalen, executive director of KPMG’s audit committee institute, talks about globalization and the issues corporate directors should be paying attention to.

Watch the NACD BoardVision episode.

How Megatrends Shape Global Business

January/February, 2015

Changing demographics, power structures, and more data create new oversight challenges for corporate board members. In this article Dean Yoost and DJ Peterson argue that there are at least three global megatrends that directors should have on their radar screens—demographic changes, shifts in economic power, and the proliferation of information.

Read the article from Directorship magazine.

Asia-Pacific: Still a growth and opportunity region

November 9, 2015

The Trans-Pacific Partnership agreement has been released for consideration. In this note Longview Global Advisors outlines our view for the region.

Read our note on LinkedIn.

How the Private Sector Can Take Global Development to the Next Level

August 21, 2015

The UN's  Sustainable Development Goals are an ambitious to-do list to address the key economic, social and environmental issues the world faces by 2030. This is not just a conversation for government officials, politicians, and development professionals, however. The private sector is expected to be an integral part of funding and supporting a wide range of these goals—from eradicating poverty to achieving gender equality.

Read our perspective in BRINK.

How companies can win in the world's most fragile country markets

July 6, 2015

Companies can prepare for unexpected risk in the world's most fragile markets—and become stronger in the process. In this article, Mary Cline and Michael Schoengold argue that smart social investment can help the community at large and lead to higher growth and lower risk for the business.

Read the article in BRINK.