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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A ‘Sputnik Moment’ with China?

Whither United States-China? Stephen Kotkin, Professor in History and International Affairs at Princeton University and adviser to conexust1f.flywheelstaging.com, discusses the changing nature of the complex relationship between the US and China and the struggle underway as these two large economies find their positions in the economic and technological hierarchy. So what should investors watch for?

Geopolitics: portfolio implications

For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.

FIS Stanford Photo Gallery

View photos from the 2018 Fiduciary Investors Symposium, held at Stanford University, United States.

Rise of the unicorns: venture capital

The increase in privately held start-ups has piqued interest in venture-capital markets. The opportunities are there but investors must realise that technological innovation has changed the game.

China’s enticing, challenging market

Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.

Protecting human capital helps everyone

Investors have plenty to gain from helping to protect human rights in supply chains and managing the human costs during technological disruption and the transition to a low-carbon economy.

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