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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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The impact of COP21

Investors responding to growing and changing risks can contribute to stabilising both the climate and capital markets in the coming decades.

Improving transparency

Norges Bank’s latest paper in its Asset Manager Perspective series examines the feature of “last look” in foreign exchange markets.

Year in review

In 2015 we have delivered more than 300 investor profiles, analytical and research-driven pieces on the global institutional investment universe.

Pricing geopolitical risk

Geopolitical risk is largely priced in to markets according to the John P. Birkelund ’52 Professor in History and International Affairs at Princeton University, Stephen Kotkin.

Investment strategy challenge

Roger Urwin of Towers Watson and Jaap van Dam of PGGM, report on a productive workshop at the Fiduciary Investors Symposium where delegates brainstormed ideas for the ideal investment model for the future.

Climate agreement marks turning point

Days of intense negotiations at the long-awaited COP21 meeting in Paris have seen a definitive agreement emerge on climate change.

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