Jane Hume MP: Policy in unprecedented times

With stocks markets experiencing high vol
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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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Trump won’t stop climate action

Stakeholders of all stripes around the world – even in the US – vow to keep fighting climate change, despite President Trump’s decision to back the US Government out of the Paris Agreement.

PGGM touts circular economy

Dutch manager echoes new TIIP/Toniic report that states an economic model of renewable resources and continuous reuse of materials is emerging and investors need to get on board.

Path to sustainable infrastructure

Researchers make a call to action as a study reveals that despite much growth in sustainable infrastructure, it’s still not a part of core allocation strategy for many investors.

Locking up capital has pros and cons

In theory, closed-end funds should outperform over long horizons – they can avoid forced sales. But in practice, lack of monitoring and alignment can lead to agency costs and underperformance.

UTAM favours equities, private credit

The University of Toronto Asset Management Corporation adopts passive moves into US equities, active allocations to international shares and select opportunities in private credit markets.

Real factors, and how to use them

Factor investing has become a topic du jour, but according to four experts, there are only a handful of factors that are persistent and robust. If used strategically, these can be useful.

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