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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PSP addresses low growth, low returns

One of Canada’s largest pension funds, PSP Investments, is addressing low growth and low returns by pursuing platforms and private debt in the race to create new investment opportunities.

Warren Buffett’s excellent adventure

'Youngster’ Warren Buffett (85) rebuffed risks from sugar and climate change as he toured the American economy with his ‘older’ offsider, Charlie Munger (92), presenting at the Berkshire Hathaway AGM .

Ditch managers, invest in corporate America

Warren Buffett says although outstanding managers are invaluable, the net result of hiring professional management is a minus. “More money is made in Wall Street through salesmanship than investment ability”.

Church of England ups ante in ethical drive

Now responsible for implementation of the Church of England’s Ethical Investment Advisory Group recommendations, Edward Mason has only just begun to push the church’s brand of responsible investment and increasingly bold ethical purpose.

PRI signatories to set priorities

PRI’s draft 10-year responsible investment blueprint will address desirable characteristics, drivers of change, and risks and opportunities within the financial system. Feedback from signatories will set priorities for the next decade.

RI integral to fiduciary responsibility

Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.

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