Aaron Minney: Building a retirement mindset, industry innovation and longevity hedging

In this episode, Alex Proimos, head of institution
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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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Real estate meets big data

PGGM has committed to reducing its carbon footprint by 50 per cent, but for many asset classes it doesn’t know what the current carbon footprint is.

Assessing smart beta strategies

Analysing smart beta performance and risks is not monkey business. For a better understanding of smart beta strategies it is crucial to analyse their construction.

Worlds colliding

The debate about the effect of pay inequality on both the financial and real-world markets is about to get a whole lot hotter this year.

A broader view of risk

In the first of a series of contributed articles exclusively for conexust1f.flywheelstaging.com, global head of investment research at Mercer, Deb Clarke examines the decision making of long-horizon investors.

Coal is dead

Renewable energy infrastructure is an immature market and needs an accepted definition of equity risk, according to Jim Barry, global head of Blackrock Infrastructure Investment Group.

Be contrarian

Investors should be contrarian in their private equity allocations because there is a negative relationship between capital flows and returns.

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