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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Scholes’ strategies for compound returns

Nobel laureate Myron Scholes touted the importance of patiently pursuing compound returns and pointed out some strategies for enhancing them, including gleaning data on risk from option prices.

Asset owners take charge on fees

New models that better align interests and a commitment to ‘fee principles’ are among the ways investors are getting more value for the expense. Even smaller funds are getting into the act.

PGGM, CalPERS detail climate policies

Dutch pension giant PGGM explained how viewing climate risk through many lenses helped it address uncertainty, while California’s CalPERS discussed its proactive governance with big emitters.

Fossil fuel on last legs: Lovins

Rocky Mountain Institute co-founder Amory Lovins warned that competition would tip fossil fuels into decline at a ‘breathtaking’ pace. Investors have a duty to act, he said.

Kotkin weighs in on geopolitical risks

Global tensions are an important consideration in decision-making. At a recent roundtable, geopolitical expert professor Stephen Kotkin discussed the risks related to China and the US.

Chinese market’s many pros and cons

The Asian giant has a vibrant tech sector, a growing middle class, and a government making changes to improve access. It’s enough to make many take on the market’s volatility and other issues.

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