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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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OTPP’s private equity revolution

A deep dive into the world-class private capital division of OTPP, led by Jane Rowe, reveals a strategy of buying large direct stakes in companies, and a commitment to innovation.

5-yearly power transfer looms in China

As China readies for its five-yearly leadership reshuffle, global investors are watching to see how they’re poised to manage the world’s second-largest economy as it faces up to its debt dilemma.

PRI moves on reporting, data

The UN’s Principles for Responsible Investment is cranking up accountability for signatories, with plans to share examples of best practice and put on notice members that are below standard.

Future Fund focuses on technology

The lessons learned from embedding ESG risk management processes into the Future Fund’s portfolio can be readily applied to helping the fund improve its risk management for technological change.

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Top funds’ strengths, challenges

A study of organisational behaviour at 15 of the world’s leading funds found best-practice ideas in risk management and sustainability, along with common challenges in areas such as diversity.

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