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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Telstra Super managers offer key insight

When Telstra Super noticed a mismatch between global uncertainty and a key volatility index, external managers provided insights that led to good decisions and strengthened partnerships.

Growth dynamics define sustainability

Will long-term GDP growth behave like bacteria in a petri dish or rabbits on a deserted island? The answer has implications for investors attempting to construct sustainable portfolios.

OPERS keeps it simple and succeeds

OPERS’ successful formula continues to prioritise traditional investment – with passive strategies in equities and bonds – over private markets and active, skills-based approaches.

AP4 chief targets yield, alternatives

The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.

Real investors properly align interests

A good investor must be proactive in determining the fee structure and legal terms in a fund’s documents. Funds that fail to get interests properly aligned on such issues will pay a price.

OPTrust focused on pension obligations

OPTrust CIO James C. Davis discusses the fund’s member-driven investment philosophy and how it is transforming OPTrust into a pension-management organisation focused on remaining fully funded.

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