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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Finance ‘not just about making money’

Nobel Laureate, Professor Robert Shiller, will speak at the Fiduciary Investors Symposium at Yale School of Management from October 23-25.

Program related investment highs + lows

Program related investment is a growing passion for wealthy individuals behind foundations and endowments, but it is a growing source of concern for their chief investment officers.

QSuper’s value beyond a balance

With the transition from a closed fund to one that anyone can join, QSuper chair Karl Morris discusses how the delivery of financial advice will have the biggest impact on the lives of members

PERA renames asset buckets

The Public Employees Retirement Association of New Mexico, is re-calibrating its asset allocation and re-adjusting private equity.

Slow death for Japan’s pension funds

Pensions expert, Hidekazu Ishida, talks about the state of corporate pension funds in Japan – from where they’ve been to where they’re going – and discusses some popular investment strategies.

Don’t ignore the bigger picture

Given the strong returns of yield-rich asset classes in recent years, caution should be exercised in allowing income-themes to dominate investment allocations. David Scobie of Mercer writes.

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