India’s NIIF: A poster child for development finance

When Sujoy Bose joined India’s National Investme
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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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Lessons in governance at Alaska’s APFC

At a recent board meeting, trustees at Alaska's sovereign wealth fund APFC garnered insights on governance from recent turmoil at PSERS' and Ohio State Teachers.

OMERS positions to buy, favouring North America

Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.

Reasons to be bullish on China’s financial markets: Top economist

Investors have plenty of reasons to be bullish about China’s financial markets in 2025, according to one of the country’s top economists, as tech stocks continue to rally and expectations grow that the central government will soon shift to a looser macroeconomic policy stance. 

CalPERS board ponders the risks of TPA

CalPERS CIO Stephen Gilmore talks the board through their role in setting the risk parameters behind a Total Portfolio Approach. The investment team hope the board will have selected its level of risk tolerance by November off which a TPA strategy can launch in July 2026.

Systemic impacts in pension systems: Perspectives from ‘down under’

New research investigates the systemic impacts of the large and growing superannuation industry in Australia highlighting two main concerns, that may differ from what you expect, and drawing conclusions for other evolving defined contributions systems. 

Abu Dhabi’s ADQ steps up engagement with EM economies

Abu Dhabi-based sovereign wealth fund ADQ kicked off the new year forging two global investment partnerships, as the fund seeks to boost its influence in emerging markets by deploying capital in critical areas such as infrastructure and urban development.

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