The pandemic has exposed harsh new equalities warns ITUC

The pandemic has exposed tragic fault lines and ne
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Computing power, not sanctions, the real lever over China: Kotkin

Computing power, not sanctions, the real lever over China: Kotkin

Computing power offers efficient leverage that Hoover Institution historian Stephen Kotkin argues the US has against China, with the US dominating world’s compute capacity at 75 to 80 per cent. In a keynote address to the Fiduciary Investors Symposium at Stanford University, Kotkin also examined how Nvidia's Jensen Huang could become the central actor reshaping that balance.

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GPIF’s Mizuno heaps change on managers

As CIO of the world’s largest pension fund, Hiro Mizuno has restructured fees and forced a focus on ESG and stewardship. Now the fund is using AI to make sure managers practice what they pitch.

Alphabet’s Hennessy: AI research is king

The chair of Google’s parent told delegates most investment in Silicon Valley today is for artificial intelligence and discussed some of the problems it can solve – and some it has helped create.

Time for a carbon tax: George Shultz

Economics professor George Shultz told delegates a revenue-neutral carbon tax would have corporate support and would be effective, during a discussion of US and global climate policy.

Australia’s ‘phenomenal’ collaboration

IFM Investors is an example of asset owners co-operating for success. The fund, owned by superannuation funds, has leveraged leadership from its larger stakeholders and greater negotiating power.

Disruptive renewables evolving faster

The pace of innovation in renewables has gone from incremental to rapid in recent years, fuelled by improvements in cost and performance. This has made ideas like solar truly disruptive at last.

AI investment ‘must be for all’

Artificial intelligence has the potential to treat diabetes and autism. Investors in the technology should focus on bringing such significant boons into the world, scientist Vivienne Ming said.

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