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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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What leadership means now

We live in a time of nomadic professionalism, when leading effectively is less about standing out and more about having the courage to embrace many organisational cultures.

Change the conversation

Panellists discuss what drives transformational change, the obstacles asset owners face when instituting it in their culture or operating models – and the benefits of getting it right.

CAAT sheds public equity

Canada’s fully funded Colleges of Applied Arts and Technology Pension Fund will move 15 per cent of its assets from public equities to real assets and private equity, following a review.

Holistic returns, not poker

Hermes chief executive tells fiduciary investors that success should include helping create a sustainable world; otherwise, they’d be better off investing people’s money in top poker players.

Digital value add: alpha from IT

A panel tells delegates that asset managers need to make the shift from using IT to support back-office functions to applying it in their fundamental investment decision-making.

European risk premium justified

There is a European risk premium investors can access, the executive director of the Fonds de Réserve pour les Retraites said at the opening of the Fiduciary Investors Symposium, at INSEAD.

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