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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Ford Foundation seeks social returns

The Ford Foundation has committed $1 billion over 10 years to mission-related investment strategies that earn financial and social returns, challenging others to adopt the same approach.

No sustainable growth from Trump tweets

US President Trump’s Twitter outbursts can have a big temporary impact on markets, but longer-term results are driven by economic fundamentals, State Street Global Advisors’ Dan Farley says.

Norges’ 1-stop shop for risk data

Norway’s Norges Bank Investment Management has developed a one-stop shop that puts sustainability and financial risks in one place for more comprehensive analysis of its portfolio.

Investments challenge Saudi insurers

Saudi Arabian insurance companies must navigate a tiny bond pool, tight regulations and a volatile equities universe when looking to make local investments.

LPP’s pooling ahead of the game

LPP’s chief investment officer is convinced proper governance is the key to fund collaborations. He has Lancashire County and London pensions on similar paths and has bulked up in-house prowess.

AustralianSuper touts appeal of ESG

As a long-term investor focused on providing good retirement outcomes to its members, AustralianSuper appreciates the importance of ESG issues as determinants of future success.

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