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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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Managing the risk of fake news

Fraud and falsehoods are nothing new but technology has made it much more difficult to separate fact from fiction. Professor Stephen Kotkin discussed investing in a world of deception.

A fiduciary duty to all of society

Saïd Business School’s Peter Tufano says investors’ responsibility is to make decisions for the collective good; he identifies 12 future threats to the species to consider in strategy.

FIS Oxford Photo Gallery

Fiduciary Investors Symposium April 15-17 2018, Oxford

How to build a long-horizon culture

Culture is hard to build and maintain, but if you start with good leadership and the right people, you can build the advantage of a long-term investing mindset into an organisation’s DNA.

Searching high and low for inflation

There’s a debate raging about whether modern economies have banished high inflation to the history books. The short answer, Mercer argues, is it’s complicated. So, investors better have a plan.

China, US rivalry looks volatile

Are the two world powers on a collision course for war? Could global investors get smashed between the two? Unfortunately, the answers appear to be yes and yes.

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