All articles by Joseph Mariathasan – Page 10
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NewsUS Business Roundtable: A victory for the good guys?
Joseph Mariathasan explores the implications of an influential US business group’s new stance on the purpose of a corporation
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News
Joseph Mariathasan: Climate change and central banks
The debate over climate change is certainly heating up – both metaphorically and literally – and could have a profound impact on how central banks behave
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News
Joseph Mariathasan: The drums of war beat ever louder
Iran could provide major investment opportunites across a variety of sectors and industries – but geopolitical tensions mean these are shut off to most investors
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News
Joseph Mariathasan: Markowitz, Friedman and the crucial debate on ESG
Should the interests of company shareholders trump those of all other stakeholders?
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News
Joseph Mariathasan: China’s city cluster plan – a lesson for Europe?
China plans to grow links between its major cities to create regional powerhouses with populations bigger than some European countries
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Asset Class ReportsUS equities: Past, present and future
Are US equity valuations in bubble territory?
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Asset Class ReportsPowerful currents transforming energy
Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector
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Asset Class ReportsAre the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
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Special ReportInvestment services: Accessing China's bond market
Access to China’s fixed-income market is cheaper and easier than ever
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News
Joseph Mariathasan: The importance of Africa’s demographic dividend
The successful development of African economies and regions could be crucial to Europe as well
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News
Joseph Mariathasan: Climate change and Asia
The effects of global warming and rising sea levels are being felt most keenly in countries in Asia
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Asset Class ReportsUS Treasuries – still safe?
Rising US government debt levels are posing a conundrum for bond investors
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FeaturesIPE Perspective: Two sides to the MMT premise
Is there any merit in functional finance versus classical economic theory?
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Special ReportMulti Boutiques
Can multi-affiliate boutique structures combine the benefits of consolidation with the cultural advantages of smaller, focused managers?
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Special Report
Indices and Benchmarks: The Chinese dam breaks
Global bond indices have started including the Chinese domestic bond markets in their benchmarks
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News
Joseph Mariathasan: Should the West blame China for the trade war?
For China, catching up with the US and Europe means climbing the intellectual property ladder – and it is well positioned to do that
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News
Joseph Mariathasan: Sri Lanka, radical Islam and what comes next
The tragic Easter Sunday bombings in Sri Lanka were a surprise and a revelation to both Sri Lankans and the world at large
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Special ReportMulti-asset strategies: New tools
Quantitative easing has distorted the fixed-income markets, resulting in an increased need to manage liquidity within credit strategies
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Asset Class Reports
Hedge Funds - Technology: The next generation
Advances in artificial technology and computing power are opening paths to new hedge funds strategies
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Special Report
Trade Finance: Funding tradewinds
Trade finance can offer an illiquid position in a volatile market, but its idiosyncratic nature can dissuade investors
