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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Building a better fee model

Changes in standard funds-management fee structures are inevitable. Better alignment and fairness can be arranged if the stakeholders are willing to make it happen. Mercer presents some ideas.

Research fund embraces innovation

In 2005, the $3 billion WARF embraced a risk parity strategy with a portable alpha overlay. Despite many doubters, the plan has been a success - and the fund still has that experimental ethos.

Future Fund adds risk for short term

The CIO of Australia's sovereign wealth fund has added risk to the portfolio showing optimism about the short-term outlook but remains cautious about the medium and long term.

PGGM maps portfolio’s impact

The $268 billion PGGM mapped its entire portfolio based on the effects it had on 'the people and the planet'. For the sustainability-focused giant, the results were surprising.

Church Commissioners prepares early

The Church of England's $11.1 billion endowment emphasises having plans in place before markets become minefields. CIO Tom Joy also goes against trends, and he's most particular about managers.

The lasting impact of pension nudges

Choices people make when they enter defined-contribution schemes tend not to change, even after fraud allegations, a paper from behavioural economist Richard Thaler and other academics states.

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