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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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USS goes direct in private markets

The UK’s $78 billion USS remains growth focused despite a funding deficit, employing direct investment in private markets and tapping US government bonds in anticipation of lower gilt prices.

Investors told to embrace helpful AI

Robotics and artificial intelligence supplemental to humans is where to put capital and it’s too early to worry about the rise of the automatons, ‘Mistress of Machines’ Kate Darling says.

Keys to emerging-infrastructure funding

The chair of the International Forum of Sovereign Wealth Funds, Adrian Orr, says entities such as the IMF could pave the way for large-scale investment in emerging-market infrastructure projects.

Fees get another rethink

A new measure of the value a manager adds meets a proposed rate of compensation and protection for asset owners in the Thinking Ahead Institute’s plan for fairer performance fees.

SDGs economic opportunity: report

A new report from the PRI and PwC states that global investors can perform their fiduciary duty and create a boon in market opportunities and jobs by actively pursuing the SDGs.

‘Fake infra’ threatens real deal

Listed infrastructure is an ill-defined asset class that is often sold with false promises, threatening to discourage institutional players from genuine long-term investment in capital projects.

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