Joseph Mariathasan

Contributing editor

Contact info

Email:
joseph.mariathasan@ipe.com
  • Joseph Mariathasan
    Features

    Sustainable tourism: consumers need direction

    December 2022 (Magazine)

    The end of COVID lockdowns in most places has led to a boom in tourism in 2022 and a return to normality that should persist. Before the COVID pandemic, tourism accounted for around 10% of global GDP and 8% of global greenhouse gas (GHG) emissions, according to speakers at the Reset Sustainably conference on sustainable tourism held in London in September. The size of the industry means that moving towards more sustainable development can have a significant, positive impact on the world, both in terms of climate change and in the protection of natural resources, including biodiversity. 

  • Raj Shant Jenison
    Asset Class Reports

    Equities: Investing in the midst of Europe’s gloom

    December 2022 (Magazine)

    Healthcare and luxury brands are two sectors with potential to stand out in an otherwise gloomy macro environment

  • Joseph Mariathasan
    Features

    Distributed work: a novel solution for displaced workers

    November 2022 (Magazine)

    What COVID has taught the world so dramatically is that knowledge-based companies have been able to function effectively with all their employees working remotely. Location suddenly no longer matters, and many employees have taken advantage of lockdowns to cross borders and work in places they wanted to be in, whether holiday resorts or with family. 

  • Headshot JS suit
    Asset Class Reports

    Private markets: Venture capital investment beyond Sillicon Valley

    November 2022 (Magazine)

    A golden age of innovation opens opportunities for investors

  • Joseph Mariathasan
    Features

    Can a sinking market re-emerge?

    October 2022 (Magazine)

    Travelling around Sri Lanka in mid-July reminded me of Winston Churchill’s saying that “democracy is the worst form of government – except for all the others that have been tried”. Many in Sri Lanka would argue that the post-independence history of the country may have proved him wrong. This year, political upheavals after popular demonstrations caused the administration of President Gotabaya Rajapaksa and his elder brother, Prime Minster Mahinda Rajapaksa, to collapse after the Rajapaksas’ deep corruption and deeper ineptitude over two decades brought economic ruin as the country ran out of foreign exchange to pay for fuel imports.

  • Ravi Abeywardana
    Features

    International Sustainability Accounting Standards Board: An insider view

    October 2022 (Magazine)

    Technical director Ravi Abeywardana highlights the challenges faced by the newly minted International Sustainability Standards Board and its staff

  • Sergei Strigo 2022
    Asset Class Reports

    Emerging market debt: managers face choppy waters

    October 2022 (Magazine)

    Some see opportunities as investors have exited the asset class but emerging economies continue to face divergent trajectories  

  • Joseph Mariathasan
    Features

    We need better climate models to manage global warming impacts

    September 2022 (Magazine)

    Travelling back to the UK from Sri Lanka in July, I experienced a 10-degree temperature rise with the UK hitting over 40°C. While some people may argue that such extreme temperatures in the UK could just be a statistical anomaly, climate scientists such as Tim Palmer, Royal Society research professor in climate physics at Oxford University, who I spoke to at length on the subject, have no doubt that global mean temperatures are rising as a result of greenhouse gas emissions caused by human activities. 

  • Joseph Mariathasan
    Features

    China calls the tune for emerging markets

    July/August 2022 (Magazine)

    If President Xi Jinping mismanages China, the careers of many emerging market asset managers could be over. It would also mean emerging markets as an asset class would become irrelevant, at least according to Xavier Hovasse, head of emerging markets at the French fund management house Carmignac, who has devoted his career to seeking opportunities in emerging markets.

  • Kate Hollis 1
    Asset Class Reports

    Credit: Inflation and the bond markets

    July/August 2022 (Magazine)

    Risks look likely to be building in credit as central banks wreak collateral damage on economies in their bid to tame inflation

  • Joseph Mariathasan
    Features

    AI could help triple Europe’s private debt market

    June 2022 (Magazine)

    Investors seeking higher yield have driven the growth of the private debt market. European private debt, though still much smaller than the US market, has also been growing rapidly. European lenders managed assets of $350bn as of June last year, according to Preqin, in a total market of $1.19trn. This is more than double the level in December 2016.

  • Special Report

    Outlook: Can investors act alone on energy policy?

    June 2022 (Magazine)

    It may be up to governments to set the rules of engagement to achieve net zero

  • Patrick Briaud (pictured) and Steven Godeke
    Special Report

    Towards a sustainable portfolio theory

    May 2022 (Magazine)

     Applying monetary values to impacts would allow investors to direct capital better and assess opportunities for improved long-term returns 

  • Joseph Mariathasan
    Features

    Measuring health impacts could expand ESG metrics

    May 2022 (Magazine)

    All companies have an impact on the world beyond just the profits for shareholders. Acknowledging and measuring these impacts in a quantitative manner enables them to be managed for the benefit of all and contributes to the creation of a fairer and more just society. The environment, social and governance (ESG) movement has raised the importance of such sentiments. 

  • Shanghai
    Asset Class Reports

    Emerging markets: Investors stay positive on Chinese investments

    May 2022 (Magazine)

    Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance

  • Joseph Mariathasan
    Features

    Longer lives lead to numerous societal challenges

    April 2022 (Magazine)

    “Demographics is the single most important factor that nobody pays attention to, and when they do pay attention, they miss the point,” management and pensions guru Peter Drucker once declared. The key issue is not only that people are living much longer, but that fertility rates are below the population replacement rate of 2.1 children per female everywhere in the world apart from Africa.

  • Nina Deka - April 2022
    Features

    Healthcare investing: Get ready for the next pandemic

    April 2022 (Magazine)

    The world will have to collaborate on many fronts to ensure preparedness for the next global health crisis.

  • Joseph Mariathasan
    Features

    Joseph Mariathasan: India’s NPS reaches $100bn in assets

    March 2022 (Magazine)

    India’s state-run voluntary defined contribution New Pension Scheme (NPS) has reached a milestone of $100bn (€88bn) in assets and is likely to double in size every five years, according to renowned economist Ajay Shah. There are many lessons to be learnt from the success of the NPS, particularly for developing countries seeking to create pension safety nets for their populations from scratch.

  • US annual inflation and the nominal returns to energy stocks and commodities
    Asset Class Reports

    Portfolio Strategy – Inflation: A new regime

    March 2022 (Magazine)

    CIOs and asset allocators discuss the effect of inflation on portfolios

  • Joseph Mariathasan
    Features

    Joseph Mariathasan: Avoiding ‘tragedy of the horizon’

    February 2022 (Magazine)

    Climate change is the “tragedy of the horizon”, warned Mark Carney, then governor of the Bank of England, in a 2015 speech to the insurance market Lloyd’s of London.

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