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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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Satyajit Das: access real income

Author Satyajit Das, who warned about derivatives before the GFC, says debt levels have turned the whole world into a carry trade and managers need to get close to real income streams.

Eight paths to long-term premia

When the Thinking Ahead Group looked into whether investors could be reasonably certain of a long-horizon premium, they found builders of value and savings whose costs are worth it.

First benchmarks for infrastructure

The first-ever benchmarks for private infrastructure equity and debt investments have been provided by EDHEC Infrastructure, which is releasing hundreds of new indices to end confusing packaging.

G20’s climate reporting proposal

A Financial Stability Board task force has released its report on company disclosure of climate risk. Its recommendations include placing responsibility for climate change reporting with boards.

Long-horizon premium: up to 1.5%

A study from the Thinking Ahead Institute finds the premium for long-horizon investing is up to 1.5 per cent a year and identifies eight strategies for reaching that target.

Sampension seeks more control

As the Danish labour market pension fund puts more into alternatives and illiquid assets, it is also in talks with managers to increase its control over investment decisions and lower its costs.

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