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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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Happy workers mean quality companies

How workers are treated is a key indicator of the quality of a company, and investors should use this information to help assess a company’s investability, CalPERS trustee Priya Mathur has said.

Board, ESG staff need good harmony

When fund trustees and internal environmental, social and governance staff have an open, collaborative relationship, information flows more efficiently and difficult issues can be addressed.

Sustainable development on to-do list

The largest fund in the US, the California Public Employees’ Retirement System, the largest fund in Europe, ABP, and a fast-growing Australian fund, Cbus Super, have all adopted the SDGs.

Europe in quest for sustainability

There is momentum on the continent towards a sustainable financial system but a short-term economy persists. Stakeholders think the classic metrics of success may need to change.

Asset owners embrace ESG

Leading asset owners have integrated ESG into their investment policies and processes in order to harness the opportunities of global systemic drivers, a panel of investors told PRI in Person.

Fund managers make mock pitches

Three managers presented their wares in mock mandate pitches at the PRI in Person, meant to show how leading asset owners assess their managers’ investment practices and integration of ESG.

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