All articles by Daniel Ben-Ami – Page 8
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Special Report
Fundamentals: The long view
Economic debate tends to focus obsessively on short-term indicators while underestimating the importance of productivity and business investment, Daniel Ben-Ami explains
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Special Report
Special Report – Outlook for Europe: Focusing on the long term
It is astonishing how much economic and financial discussion focuses on the short-term and essentially trivial.
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Special Report
Is German economic thinking different?
Germany’s economic policy is undoubtedly coloured by its troubled historical experience but does this make it unique or is it a just a free-market outlook with a Germanic flavour? Daniel Ben-Ami investigates
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Features
Stop blaming foreigners
Recent weeks have seen some nasty exchanges over the causes of Europe’s economic plight
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News
Daniel Ben-Ami: The world needs more energy – even fossil fuels
Daniel Ben-Ami questions the wisdom of excluding fossil fuel investment
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Features
Economics trumps demographics
The challenges facing Swiss pension funds owe more to economics and less to demography than is generally realised.
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Country Report
Domestic investment: Returns, but at what cost?
Although Swiss pension funds have a low home bias, local investments still make up a substantial proportion of their portfolios
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Country ReportPensions In Switzerland: Caught in an impasse
Swiss pension funds are still coming to terms with negative bond yields and uncertainty over the strength of the Swiss franc. Daniel Ben-Ami examines the considerable challenges they face
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Features
Negative rates are truly negative
It is instructive to remember that only a few years ago it was common for negative interest rates to be dismissed as impossible.
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Special Report
Factor Investing: Navigating the factor maze
IPE’s deputy editor Daniel Ben-Ami remembers the first time he heard the term ‘factor investing’. Although the subject seemed new in some respects, in other ways it was strangely familiar
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Special Report
Assessing Smart Beta: Some rough with the smooth
Anyone hoping to benefit from factor investing should be willing to accept significant periods of underperformance
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Interviews
Strategically speaking: Capabilities for adapting
When Colin Clark, director of the global client group at Standard Life Investments, entered finance in 1980 he could not have predicted he would be part of some dramatic shifts in global asset management
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Features
Stop monkeying around
Twenty years ago it made sense to use Chinese new year as a peg to discuss investing in China. A decade ago it had worn thin. To do it this year was a sign of hopeless naivety.
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Country Report
Asset Allocation: Seeking greater risk
Some Dutch pension funds are increasing their risk proile this year, according to Daniel Ben-Ami
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Features
Keep politics out of pensions
Pension funds and asset managers should focus more on their role of providing retirement income and less on political questions. Indeed, it would be best if the pensions industry ditched entirely what has become known as ESG (environmental, social and governance).
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Asset Class ReportsSmall & Mid-Cap Equities: Digging for victory
Successfully investing in small and medium-sized companies involves getting to know the intricacies of how relatively simple businesses work
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Features
Anders Fogh Rasmussen: Free speech and self-loathing
Anders Fogh Rasmussen, former secretary general of NATO and prime minister of Denmark, gave the opening address at IPE’s 2015 Conference. Speaking in the shadow of the terrorist attacks in Paris, his topic was A World in Flames: New Geopolitical Balances
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Features
Stop seeking alpha
Alpha has become a virtual obsession for investors and the financial commentariat. They seek it, search for it, hunt it and go on a quest for it
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Features
Age spectre haunts Japan
Abenomics is faring in the battle to bring Japan’s ecomomy out of the doldrums to cope with a rapidly ageing population
