All articles by Peter Kraneveld – Page 4
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FeaturesIPE Quest Expectations Indicator: October 2019
There has been a widening of the equity sentiment gap between the euro-zone and the US, and the UK and Japan.
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FeaturesIPE Quest Expectations Indicator: September 2019
Market sentiment has split in two. For the euro-zone and the US, there was a correction that did not affect trends and equities are still favoured. In the UK and Japan, sentiment is moving towards favouring bonds
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FeaturesIPE Quest Expectations Indicator: July 2019
Markets are still driven by political risk and growth prospects. It looks like the two risks are working in the same direction this month.
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FeaturesIPE Quest Expectations Indicator: August 2019
It looks like political risk is taking a back seat to growth this month, continuing last month’s trend.
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FeaturesIPE Quest Expectations Indicator: June 2019
Last months’ move away from political risk continued this month for the US, the EU and Japan. The UK figures were stable or moving slightly in the opposite direction, reflecting worries over Brexit with the UK body politic in disarray.
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FeaturesIPE Quest Expectations Indicator: March 2019
When uncertainty hangs over the financial markets, indices tend to converge. That is true for net sentiment of equities
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FeaturesBriefing: Trade war, a primer
Protectionism is becoming more widespread despite the benefits of free trade being understood for more than two centuries
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Opinion PiecesGuest viewpoint: Peter Kraneveld
“The elephant graph explains why people are unhappy”
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Special ReportIPE at 20: Writing on the walls
Economists love cycles. But the only well-known economist also known as a good investor was John Maynard Keynes
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News
Peter Kraneveld: Contrarian thinking in the age of populism
Peter Kraneveld reminds us that democracy is the art of compromise, where even populists must be heard
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Opinion Pieces
Guest Viewpoint: Peter Kraneveld - International Pensions Adviser
Pension funds are not about politics, but their investment portfolios include political risk
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News
Pension funds and asset managers: Never the twain shall meet?
Pension funds and asset managers are suffering from a communication breakdown, argues Peter Kraneveld
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