South Africa’s GEPF gets tough on the PIC

Africa's largest pension fund has redrawn its mand
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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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Coronavirus, climate change parallels

The lackadaisical response by the United States to the coronavirus crisis is indicative of broader risk management issues and comparable to the country’s anaemic response to climate change according to risk expert, Bob Litterman.

Long-term approach needed more than ever

Chief investment officer of the world’s largest pension fund the $1.5 trillion GPIF, Hiro Mizuno, says large institutional investors must stay calm and maintain their long term investment course. He told Top1000funds.com that “long term investment is needed more than ever before”.

Revolutionising private market reporting

Nearly 10 years ago Lorelei Graye was part of the team at South Carolina that pushed for private market reporting transparency. That experience has motivated her to be a part of the solution in heading up the ADS Initiative to develop global data standards for private capital. We look at the journey to get there.

Emerging markets vulnerable

Investors have pulled $83 billion from emerging markets since the beginning of the COVID-19 crisis, the largest capital outflow ever recorded, and the IMF and the World Bank are calling on G20 countries to show relief in dealing with their emerging market counterparts.

CIOs ride the corona storm

Even for long term investors who pride themselves on the big picture and horizons stretching far into the future, the unprecedented change of recent weeks is hair-raising. Enough liquidity on hand to take advantage of buying opportunities once they arise and comfortably pay benefits is crucial. We look at the strategies of investors around the world in response to the market conditions.

Coronavirus could trigger credit crisis

A former adviser to the US Federal Reserve, Danielle DiMartino Booth, said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.

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