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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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CPP Investments: A pathway agnostic approach to net zero

In a fireside chat at Conexus Financial’s Sustainability in Practice forum, CPP Investments' managing director Derek Walker discussed incorporating climate risk into a total portfolio approach, and making a “pathway agnostic” commitment to net zero carbon emissions.

Maryland’s Andrew Palmer on why policy risk is his number one concern

Andrew Palmer, CIO of Maryland State Retirement and Pension System, explains why he puts a policy mistake and the Fed raising interest rates too high at the top of his list of concerns and what it means for how he allocates assets.

ESG data will always be imperfect, despite its critical role

Professor Roberto Rigobon and Mass PRIM's Michael Trotsky explore the complexities of accurate data in ESG investment. Abandoning ESG due to imperfect data would be like abandoning the judicial system for the same reason, argues Rigobon the author of the controversial ‘Aggregate Confusion’ paper.

Investors can help prevent “race to the bottom” on labour conditions

Sick leave and paid parental leave, credible efforts to document pay equity, violations of collective bargaining laws, and employee mobility are some of the metrics asset owners can use to assess the labour practices of companies in which they invest, says labour lawyer Sharon Block.

Brace for impact

The current global context is testing the limits of the economic system built in the last century. This session looked at the need to accelerate the transition towards a more resilient and sustainable economy.

Private and public asset execution

Different asset classes have different sustainability demands and different challenges including availability of data. This session looked at the potential to have different execution strategies across asset classes for net zero and sustainability ambitions.

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