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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Minnesota’s push into passive

A disillusionment with active has led Minnesota to double its passive allocation in public equities, a strategy that sits alongside a commitment to long-term investing in private markets.

Rhode Island goes back to basics

The Employees Retirement System of Rhode Island is looking to cut management fees and slash hedge fund allocations over the next two years, on the heels of lagging returns.

Better decision-making from diversity

Gender diversity is only part of the story when it comes to creating a robust and diverse investment culture. Clare Armstrong writes how Mercer keeps its teams on track for the best outcomes.

How GPFG built its property portfolio

In the six years since Norway’s finance ministry approved the $871 billion Government Pension Fund Global invest in foreign real estate, its real estate arm has built a substantial portfolio.

Japan’s GPIF and the next 100 years

With a unique long-term horizon – 100 years – Japan’s GPIF takes a different view of investing but is pragmatic enough to see that not all investors need to behave the same way.

CalSTRS ponders EM coal divestment

CalSTRS focuses on fee reduction, using hedge funds for risk mitigation and ponders divestment from coal in emerging markets. Sarah Rundell interviews chief investment officer, Chris Ailman.

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