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Pension CIOs re-evaluate China exposure

The CIOs of three global pension schemes have told the 2023 Fiduciary Investors Symposium they are re-evaluating or reducing their exposure to the world’s second largest economy as tensions between the US and China escalate. But they are resisting total divestment to a country that still dominates emerging markets benchmarks.

Aleks VickovichSeptember 20, 2023

Risk

Kotkin warns of Ukraine break up as key geopolitical risk

It is not war between Russia and Ukraine that investors should be concerned about, according to Professor Stephen Kotkin, but the destabilising effects of Russia’s actions that could impact globalisation and harm the west. Watch this video interview with Princeton University's geopolitical expert.

Amanda WhiteFebruary 17, 2022

Organisational Design

OPTrust’s safe space for innovation

OPTrust Labs will allow the Canadian pension fund’s research and development unit to take risks and fail so it can nurture new ideas and technology. It’s about “unleashing human activity”.

Sarah RundellOctober 23, 2018

Stanford 2018

Investors feel banks’ lending pinch

Post-GFC regulation has driven up the cost of bank funding. Professor Darrell Duffie explained the impact of the end of ‘sovereign uplift’ and offered ideas to create competition and lower costs.

Sarah RundellOctober 5, 2018

Stanford 2018

Time for a carbon tax: George Shultz

Economics professor George Shultz told delegates a revenue-neutral carbon tax would have corporate support and would be effective, during a discussion of US and global climate policy.

Sarah RundellOctober 4, 2018

Stanford 2018

Disruptive renewables evolving faster

The pace of innovation in renewables has gone from incremental to rapid in recent years, fuelled by improvements in cost and performance. This has made ideas like solar truly disruptive at last.

Sarah RundellOctober 4, 2018

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