Jane Hume MP: Policy in unprecedented times

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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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General partners must regain trust

In the GFC, many investors got burned as limited partners, by costly experiences and opaque strategies. To fix the damaged relationships, a focus on disclosure and aligned interests is essential.

AP3 demands more from hedge funds

The Third Swedish National Pension Fund has cut back on hedge fund managers, citing cost, poor returns, and difficulty pinpointing the source of alpha for managers that have done well.

Markets main fear for CIOs: survey

Asset owners are lowering return targets, shrinking active long-only allocations and getting tough on fees as harsh outlooks persist, the annual Top1000funds.com/Casey Quirk survey reveals.

Mercer Pacific’s three key themes

Mercer’s Pacific CIO, Kylie Willment, has made tweaks to better align the portfolio with the potential effects of quantitative tightening, markets late in their cycles, and geopolitical risks.

Shaping CEOs’ long-term reports

What do investors with long horizons want to know? Megatrends, risk factors, capital allocation and governance are dominant themes in chief executives' presentations at CEO-Investor Forums.

APG in Asia: local, scalable

Dutch pension fund APG finds that bespoke, expandable deals with partners in the area serve it best in the competitive Asia-Pacific markets. Regional head Wim Hazeleger explains the approach.

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