All articles by Daniel Ben-Ami – Page 7
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Features
Fiscal policy? Let the zombies die
The international shift from an emphasis on monetary policy to a focus on fiscal policy is a dangerous diversion. Pumping money into the economy cannot resolve the underlying weaknesses that have long plagued western economies
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Features
Economic Policies: Pendulum swings towards use of fiscal stimulus
There is at least one respect in which President-elect Donald Trump is thoroughly mainstream. His support for a fiscal stimulus is shared by an increasing number of leaders across the western world
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News
IPE Views: Beware the stimulus hype
Spending on infrastructure and housing may not provide the UK’s sought-after productivity boost
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Special Report
Outlook 2017: Four trends to look out for
Daniel Ben-Ami outlines key factors likely to have an impact on investment performance in the coming year
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Special ReportOutlook 2017: Political focus - Europe
Geopolitical tensions look set to be felt across Europe in 2017. Daniel Ben-Ami and Carlo Svaluto Moreolo outline some of the most important
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Features
Interview: Amy Kessler, Prudential Retirement
A novel by a Nobel prizewinner from Portugal is premised on what is perhaps the ultimate nightmare for the global pensions industry. José Saramago’s Intermitências da Morte is based in an unnamed country where, on 1 January, people mysteriously stop dying
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Features
Back to basics
There is a danger that the investment world could pay too much attention to geopolitics in 2017. Although politics is important, there is a risk its current high profile could obscure more fundamental factors.
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Features
Trump fixation obscures bigger picture
Donald Trump is such a lurid character (to put it politely) that it is all too easy to become obsessed with him. That helps explain why there is so much fraught discussion of him even outside the US
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Special ReportSpecial Report: China’s tricky transition
Daniel Ben-Ami looks at the progress China has made and the obstacles it faces as it attempts to become an advanced economy
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Features
Commodity prices on the rebound
After hitting a low earlier this year, are commodity prices on the brink of a sustained rise? Daniel Ben-Ami investigates
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Features
A dollar decline is overdue
For anyone who follows currency trends, and indeed asset markets more generally, the triennial survey from the Bank for International Settlements is invaluable
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Special Report
Special Report Fixed Income Strategy: No more easy gains
What started as an emergency measure looks like it has become a permanent state of affairs.
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Special Report
The fall and fall of interest rates
To understand the current low level of interest rates, it is necessary to see it as the culmination of a trend that goes back to the 1980s
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Features
Brexit: Block out the financial noise
If there is one thing the Brexit referendum proved without doubt, it is how difficult people find it to resist confirmation bias
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Features
SWFs confound the sceptics
Despite reports that sovereign wealth funds are cashing in their assets to cope with falling oil prices, the sector is still growing
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Asset Class Reports
Investing In Emerging Market Debt: Reasons for optimism
Daniel Ben-Ami looks at why asset managers are increasingly upbeat about emerging markets
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Interviews
Strategically speaking: Union Investment
Union Investment has succeeded in transforming itself into a force in European asset management over the past decade
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Features
Political Risk: Anxiety to the fore
Investors are facing not just challenging markets but also increased political risk. Daniel Ben-Ami asks how they can tackle such uncertainty
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Special Report
Securities Services: Blockchain - A beginner’s guide
Think you understand and grasp the concept of blockchain technology? Prepare to be surprised as we explain the theory and potential uses within securities services
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Features
How to fight populism
A striking shift has happened in recent years. Developing countries used to be seen as unstable, while advanced economies were viewed as stable
