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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Pooling funds worth the trouble

Combining pension funds involves merging cultures, acting as both an investor and a body that answers to its constituent funds, and more. A panel of CEOs discussed the difficulties and benefits.

Tech alters infrastructure assets

AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of 'set-and-forget' may be coming to an end.

Looming downturn forces moves

Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.

Bridgewater urges investors to get real

Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.

Steps beyond carbon footprinting

Merely capturing carbon data doesn't do enough to inform asset owners about environmental risk but models and technology are emerging to do the job, the Smith School's Ben Caldecott explains.

Cbus moving raft of assets in-house

Australia’s $34 billion pension fund for the construction industry is moving nearly half of its asset management in-house, starting with active equity and infrastructure.

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