Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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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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Brunel’s plan for a new financial system

The UK’s £30 billion Brunel Pension Partnership is taking investing in a carbon zero future to a whole new level. It has just published a far-reaching Climate Change Policy filled with actions and deadlines linked to the goals of the Paris Agreement.

Live Stream 2020 | DAY 2

[vc_raw_html]JTVCVlN0YXRzX0dhdGUlMjBjb2RlJTNEJTIyZ Continue Reading Access the full content on Top1000funds.com Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner Directory (enhanced features coming soon).

Behind BlackRock’s climate pledge

Last week BlackRock’s Larry Fink announced the company would put climate change centre-stage across its $7 trillion portfolio after what critics have called years of prevarication. Sarah Rundell looks behind what the statement could mean in practice.

Opportunities in Chinese healthcare

Sam Radwan, an expert in China's healthcare sector, and co-founder of Enhance International a consultancy that advises Chinese insurers, discusses the driving forces behind the sector.

Campbell Harvey: Factor investing beyond the snake oil

I chat with Campbell, Professor of Finance at Duke University, on the future of quantitative finance, academic journals, model fitting and the intellectual fallacies within inference. Nothing on this podcast is to be considered investment advice or a r

External equity: A worry at Wellcome

The £26.8 billion Wellcome Trust continues to reduce its allocation to external equities managers as the investment committee focuses on currency exposures, ESG and hedge funds,the impact of low interest rates and the position of the credit cycle in 2020.

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