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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Sovereigns versus citizens

As sovereign wealth funds continue to grow, some are running into tussles with citizens over particular investments or the purpose of the fund. Transparency and greater engagement can help.

Ericsson picking stocks again

In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.

Relatively simple

Family dynamics are complex enough. Without simple, straightforward discussions and clarity of mission that resist the allure of complexity, the family office will struggle to achieve its goals.

Equity on Blue Sky horizon

Dutch fiduciary manager Blue Sky Group must navigate a regulatory environment that demands clarity for trustees as it seeks to add defensive equity in emerging markets and considers private debt.

Active? Only when necessary

High management margins and low returns will continue to push owners towards passive investments. But active managers can add value in asset classes that require special expertise or access.

AustralianSuper CIO Mark Delaney

Mark Delaney sees an opportunity to make money from Brexit and a bright side to the tumult of US President Donald Trump.

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