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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Cyber, financial and climate risks

From quantum computing increasing the risk of damaging cyber attacks to towering global debt levels, pension funds are being urged to adopt clear risk strategies to manage emerging risks.

HSBC Pension’s innovative DC offering

HSBC Bank (UK) Pension Scheme is an innovative hybrid fund that incorporates a climate tilt for its global equities default in DC, while in the DB portion it remains focused on de-risking.

Politics matter

In exercising fiduciary duty, it is not the origin of long-term value drivers that matters, but their financial materiality, and that includes ESG says Will Martindale, head of policy at PRI.

Setting the sustainability agenda

Fiona Reynolds, managing director of PRI, on her view of COP22, what Trump means for sustainable investing, and the role of China in green finance.

Measuring long-horizon investing

Asset owners should insist “long-horizon” managers have a portfolio monitoring process at the outset of the mandate leading to better relationships and ultimately portfolio performance.

New investment culture embraces ESG

Investors are intentionally pursuing strategies that tie portfolio-level decision-making to systems level risks but they need more support in identifying opportunities for collective action.

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