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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Asset owners rethink private equity

As structural shifts in the asset class have reduced persistence and returns, even long-time players have had to re-think strategy. So how have they adapted?

Private equity persistence slips

Private equity is undergoing a structural change – with persistence and performance waning – but co-investment may not be the panacea, MIT’s Antoinette Schoar discovers.

Evolution key to top funds’ growth

The last decade was full of growth for large asset owners. To write a similar story over the next 10 years, they’ll need the self-awareness to fuel the good governance necessary for success.

Nationwide likes private markets

Find out how the UK’s $7.1 billion Nationwide Pension Fund has built its alternatives portfolio from nothing to 20 per cent of its assets, by targeting opportunities larger players won’t touch.

Time for a globalisation rethink?

There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.

ESG policy initiatives gain momentum

PRI is working on aligning Europe’s financial system with sustainability objectives, as ESG-related initiatives gain momentum globally. Head of policy and research, Nathan Fabian, explains.

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