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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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HOOPP fully invested in the future

HOOPP is in an extraordinary position of being 122 per cent funded. It continues to focus on innovative investments - such as credit derivatives - as a way to achieve its pension promise.

Investment theory: good ‘in theory’

Investors should not rely on investment theory because the complex and connected risks in the real world cannot fully be accounted for, says Tim Unger, of Willis Towers Watson.

UK’s PPF ready for change

The $33 billion PPF has an investment plan that sees it reducing the reliance on inflation and interest rate swaps, and better proof the portfolio from the looming cost of derivative strategies.

Asset owners’ next battle

Asset owners are winning the argument to lower private equity manager fees; their next battle will be about the valuation of private assets.

CALPERS’ chief navigates ‘perfect storm’

Outgoing CaIPERS’ CEO, Anne Stausboll, talks to Amanda White in an exclusive interview, about her passionate views on sustainability, simplifying the portfolio, and where improvements are needed.

PSERS CIO drives diversification

James Grossman, chief investment officer of the Pennsylvania Public School Employees Retirement System, talks about driving diversification and the opportunities in corporate debt.

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