All articles by Daniel Ben-Ami – Page 10
-
Special Report
Special Report - Securities Services: Minority report
As deadlines for mandatory reporting of OTC derivative trades under EU rules pass, Daniel Ben-Ami finds a fair amount of confusion and evidence of non-compliance
-
Special Report
Risk and Portfolio Construction: A corner turned
The consensus is that 2012 saw the trough of the 30-year downdraft in interest rates. Daniel Ben-Ami tests the strength of this conviction and describes the scenarios that could threaten it
-
Special Report
Africa: A work in progress
Daniel Ben-Ami looks at North Africa and finds that, while pursuing the positive stories associated with Egypt may still be something of a gamble, Morocco offers a less risky way to exploit some similar themes
-
Features
Rising sun or false dawn?
Daniel Ben-Ami looks back on a year of ‘Abenomics’, and finds optimism in the early hours of a new day for Japan’s economy and markets
-
Special Report
Central & Eastern Europe Investment: Eastward flows
Emerging Europe is looking ever more attractive to foreign investment flows, writes Daniel Ben-Ami. But should investors look east or south, to manufacturing or to retail?
-
Special Report
Real Assets: The ultimate real asset?
Daniel Ben-Ami considers the fundamentals behind gold and what they mean for its role as a portfolio allocation
-
Special Report
The Euro-Zone: ‘Whatever it takes’?
It is almost a year since Mario Draghi’s calming words for the euro-zone, but Daniel Ben-Ami reminds us that they only buy time for much more difficult fundamental reforms
-
Special Report
Asia reorientates
Sino-Japanese tensions over some tiny islands in the East China Sea are a salutary reminder that fast-growing Asia’s many geopolitical flashpoints can erupt suddenly and with meaningful economic impact. Daniel Ben-Ami delineates the risks – but finds them difficult to manage
-
Special Report
Currency Management: Yen and now
Through the 1990s and most of the 2000s the Japanese yen funded a host of the world’s most lucrative carry trades. Daniel Ben-Ami examines whether recent fixes mean that the euro has already shuffled off its role as ‘the yen for the 2010s’
