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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Investor pressure on fees

Recent institutional investor pressure is changing the nature of private equity transparency and reporting of fees. An in-depth analysis of the changes.

SWIB sits out the long winter

SWIB is in unprecedented territory with half of the fund’s assets in passive strategies. But it is building a portfolio of hedge funds and an internally managed, multi-asset division.

West Midlands welcomes pooling

West Midlands is benefitting from savings through boosting in-house management, and is keen to build its allocation to infrastructure. It welcomes the prospect of wider resources and economies of scale from pooling with other local authority schemes.

Factor Investing Book, 2nd edition

The 2nd edition of Robeco’s Factor Investing Book is out, which brings together ten articles that Robeco researchers have published over recent years. The book consists of three parts: strategic allocation to factor premiums, understanding the factor premiums and how to implement factor investing in an efficient way. Request a hard copy of the book »

Alaska’s ongoing internal push

Alaska Permanent Fund will focus on smart beta strategies as it seeks to further increase in-house management. It will also develop income-generating strategies away from traditional fixed income, leveraging its size and infinite investment horizon in competing for US infrastructure and real estate assets.

It’s the soft stuff that’s hard with RI

Cultivating organisational purpose, identity and culture, and leadership throughout asset-owner organisations that embeds and champions sustainability is the next frontier for responsible investment, says Rob Lake.

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