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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Private equity persistence slips

Private equity is undergoing a structural change – with persistence and performance waning – but co-investment may not be the panacea, MIT’s Antoinette Schoar discovers.

Time for a globalisation rethink?

There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.

Factors aid manager selection

Investors, including the $194 billion State Board of Administration of Florida (SBA), are using factor analysis to decompose returns, select active managers and negotiate fees.

Investors told to embrace helpful AI

Robotics and artificial intelligence supplemental to humans is where to put capital and it’s too early to worry about the rise of the automatons, ‘Mistress of Machines’ Kate Darling says.

A more realistic look at risk

The University of California’s Rick Bookstaber argues that risk management should move from static equations to more realistic models in which outcomes depend on multiple agents.

Where future leaders will focus

The investment industry will need a new kind of leader with a new set of skills to serve the interests of younger generations and create value for society as a whole.

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