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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LASERS targets alternatives

The $12 billion Louisiana State Employees’ Retirement System is overhauling its multipronged alternatives portfolio to concentrate on top-performing allocations and shake up the manager roster.

Temasek seeks tomorrow’s champions

The $203.5 billion Temasek is making plenty of shifts in its flexible equities portfolio, to target markets, sectors or entities with the competitive advantage for global growth.

CPPIB active in emerging markets

The Canada Pension Plan Investment Board has increased its focus on emerging economies, using active management to access local expertise and maximise its advantages of scale.

If the gold asset fits, wear it

The debate over gold’s value as a financial asset will always be intense. But investors should look past the rhetoric to the evidence, when making a decision about whether it’s right for their po

Strive for elegance on fees: consultant

Albourne's John Claisse says hedge funds must make more flexible arrangements with managers to survive and points to the ‘1 or 30’ model for its simple approach to putting the focus on alpha.

A more realistic look at risk

The University of California’s Rick Bookstaber argues that risk management should move from static equations to more realistic models in which outcomes depend on multiple agents.

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