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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Credit-risk analysts weighing ESG

A PRI report finds that ESG factors are slowly becoming a bigger consideration by ratings agencies in bond markets. The PRI plans industry forums to make further progress.

Brunel Pension pool sets strategy

BPP, manager for 10 pooled UK local government pensions, is focused on infrastructure assets, efficiency and engaged stewardship as it establishes the pillars of its strategy.

Telling a long-term value story

CEO-Investor Forums are bringing together chief executives and shareholders focused on the long term. Five simple strategies can help CEOs share their story at these events.

Improve human capital disclosure

When investors know how companies strategically manage and organise people, they can make better decisions. In the ongoing digital disruption, investors need such information more than ever.

Absolute returns boost Statewide

Australia’s Statewide Super is a top performer under Con Michalakis who embraces absolute returns and active managers while fighting against what he sees as the greatest risk of all, complacency.

LPs can look beyond top in VC

The common refrain from limited partner investors is that they can’t access ‘top-tier’ VC funds, so they avoid them entirely. A look at the data reveals whether this belief is fact or fiction.

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