Jane Hume MP: Policy in unprecedented times

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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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Coal pension burns for cash flow

Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.

Vale Steve Ross

Steve Ross was a pioneer of fields such as asset pricing, investment management and corporate finance. His colleagues at MIT and Caltech regarded him as generous and kind.

MSCI shines light in tax gap

MSCI ESG Research has seen growing demand from institutional investors for data on tax-related risk. In response, it has added data such as geographic revenue transparency to its ratings.

Playing a game to learn what works

Chief investment officer of the Public Employees Retirement Association of New Mexico, Jon Grabel, discusses the camaraderie and insights his team gains from a virtual portfolio competition.

Time to make value judgements

Keith Ambachtsheer says net value added for members, not absolute cost, is the way to evaluate funds, and points to a report from Australia’s Productivity Commission as a sensible blueprint.

A leader inside and out

UniSuper CIO John Pearce has put together an internal team that consistently delivers top-ranked returns. Here, he discusses his investment philosophy and reveals a dominant theme for 2017.

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