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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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Brexit and institutional investors

What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.

New York’s actions louder than words

Low emissions index is crucial to New York Common’s ongoing commitment to environmental, social and governance considerations. Amanda White spoke to chief investment officer, Vicki Fuller.

NBIM calls for more listings

Norges Bank Investment Management would like to see an increase in the number of company listings and suggests more flexibility from exchanges and index providers could facilitate this.

Santander focuses on rewarded risk

Santander pension fund head, Antony Barker, says there's a “curiously limited” appetite for change and innovation in the sector, with behaviour limited by consultant and manager vested interests.

AIMCo’s evolving hedge fund strategy

AIMCo combines an internally run portable alpha strategy – with a global alpha pool allocated across beta exposures – with a portfolio of high-conviction specialised external hedge funds.

A look into the future of investing

The future of investing is in the creation of new wealth, not recycling claims on old wealth, according to the World Economic Forum’s Global Agenda Council on the Future of Investing.

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