All articles by Dewi John
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Special ReportEurope’s investment outlook: The complex game of market guesswork
Investors are having to play a complex game of market guesswork
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Special ReportPensions tech: Digitising the world’s most global pension fund
The UN is using technology to transform bureaucratic processes in its pension scheme
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Special ReportDashboard tech: How AI can transform pensions
Dashboard technology like Moneyhub has the potential to prompt consolidation in UK DC pensions
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FeaturesGeopolitical risk: The new norm
Geopolitical risk is now the norm and not the exception, and brings with it a rise in volatility,” says Joyce Chang, chair of global research at JP Morgan, adding: “This volatility has tended to create more noise than trend.”
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FeaturesThe proof of the Brexit pudding is in the eating
Brexit “got done”, to paraphrase the British prime minister, at the end of January. But the exact form it will take is still to be determined
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FeaturesWhen safe haven assets aren’t safe
In the current environment, investors look set to lose money on European government bonds – a quintessential safe-haven asset
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Special ReportEurope: Has stability returned?
Despite the gloomy assessments there is a positive case for European capital markets
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Special ReportGeopolitics: Assets for interesting times
What assets will insulate investors from the geopolitical risks of the future?
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Special ReportInvestment Research: The small-cap research squeeze
MiFID II is affecting smaller company research in unexcepted ways
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Special ReportSDI Asset Owner Platform: ESG investing gets a platform lift
Two Dutch pension providers have launched a global platform to help asset owners invest in line with the UN’s Sustainable Development Goals
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Special ReportArtificial Intelligence: Solving the riddle with AI
Artificial intelligence is making it possible to glean better ESG information about companies
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Special ReportETFs for ESG: The devil in the detail of ‘low carbon’ ETFs
Sustainable market indices are nothing new. The Dow Jones Sustainability index was launched in 1999 and the FTSE4Good index in 2001.
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Asset Class ReportsTrade war: The silver lining in the clouds of trade war
Smaller emerging market players could benefit from the US-China trade war
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FeaturesBriefing: The cliff-hanger of European banks
It has been a bad decade for European financials, with share prices still a fraction of their pre-crisis highs
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FeaturesIPOs: Unicorn hunting
“Public interest in IPOs hasn’t been this high since the dot-com era of the late 1990s,” say analysts at UBS. Such popularity is stoking fears of a bubble in unicorns – privately-financed start-ups valued at over $1bn (€900m) taking listings.
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Asset Class ReportsGovernment Bonds - Euro-zone: Turning Japanese
The euro-zone appears to be in a low-growth liquidity trap redolent of Japan
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Asset Class ReportsBrexit: Deal or no deal
Brexit uncertainties are making stockpicking a difficult task
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Special ReportStrategy: Pension funds confront FX risk
Investors are paying more attention to currency hedging strategies in the face of increased global risk
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FeaturesChina tech: Playing BATs versus FAANGs
Chinese tech firms offer exposure to rapidly expanding domestic markets
