Norway’s GPFG argues the case for private equity – again

One of the most famous attractions in Norway, Pulpit Rock.

Norges Bank Investment Management, investment mana
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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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Limited talent pool hits diversity

Asset owners increasingly encourage their asset managers to improve diversity, but both owners and managers report the need to grow diverse talent coming into the investment industry, according to recent research.

The roads from Glasgow stretch out in front of us

COP26 has had many critiques and Roger Urwin's review, in this article, gives it just over half marks. The phrase ‘good COP, bad COP’ summarises it well and how to view it depends on framing and context.

Why engagement fails: APG and South Korea’s KEPCO

APG's Yoo Kyung Park offers insights into the challenges of engaging with state-owned monopolies and why APG finally threw in the towel with South Korea's KEPCO.

ATP pushes green bond due diligence to counter greenwashing

Danish pension fund, the DKK 925 billion ($140 billion) ATP, is protecting against greenwashing in its growing allocation to green bonds with a variety of in-house screening processes.

South Africa’s GEPF gets tough on the PIC

Africa's largest pension fund has redrawn its mandate with its asset manager PIC introducing a clause around consequence management that leaves the PIC liable in the event of inappropriate investment decisions. Elsewhere the fund has just raised the ceiling on its ability to invest more overseas.

Investor support key to success for the International Sustainability Standards Board

Professors at Oxford University, Richard Barker and Bob Eccles, outline the key factors for success of the International Sustainability Standards Board, which was announced at COP26. They say investors need to visibly and vocally encourage both companies and regulators to support the ISSB. 

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