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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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UTIMCO aims for ‘total alignment’

A new strategy reigns at the U. of Texas endowment, designed to help chief executive and CIO Britt Harris build on an already stellar reputation for adding talent and helping it thrive.

Ambachtsheer’s long-term premium

Finance professor Keith Ambachtsheer has outlined a trio of possibilities for coming decades. One is a rosy outlook, two are more pessimistic. But no matter what, he sees a long-term premium.

Denmark’s PKA goes for wind farms

The top-five Danish pension fund, PKA, has made a bigger push into alternatives than its peers, and a good chunk of that allocation comes from direct investment in offshore and onshore wind farms.

Tell the PRI how to empower you

With its new survey of asset owners, the Principles for Responsible Investment hopes to learn ways to help an incredibly diverse range of signatories build true value for their beneficiaries.

NEST’s flexible default pension

The workplace pension asked its members what they wanted during the decumulation phase. The answers led to a default product that aims for assurances in older age, while still offering options.

ATP factors in many adjustments

Denmark's $126.9 billion ATP has excelled using allocations to risk factors such as interest rates and inflation, along with frequent tinkering - all based on a robust decision-making process.

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