All articles by Joseph Mariathasan – Page 11
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Asset Class ReportsCryptocurrencies: A match made in heaven – or hell
Cryptocurrencies could offer handsome returns to hedge funds. Or they could be a disaster
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News
Joseph Mariathasan: Satellites’ ‘PC moment’ has profound implications
Vastly reduced costs of launching and building satellites opens up range of new opportunities
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News
Joseph Mariathasan: Nuclear safety, bad science, and climate change
Changing attitudes to nuclear safety have implications for proponents of – and investors in – sustainable energy
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Asset Class ReportsInnovation is key for pharma
Europe’s pharmaceuticals sector must be innovative to stay ahead of global rivals
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Special ReportFactor investing: The paradox of low volatility
Despite scepticism by some investors, low-volatility investing does appear to work, especially during market downturns
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Asset Class ReportsEuropean Equities - Auto sector: Rough road ahead
Europe’s automotive industry faces global challenges ranging from emissions standards to trade disputes and radical transformation of the industry
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News
Joseph Mariathasan: Accessing China’s bond markets
Bond Connect and other programmes aim to open up a huge market in onshore China bonds. What’s still stopping investors?
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NewsJoseph Mariathasan: The quantitative tsunami retreats
Is the tidal wave of QE-driven liquidity about to reduce? And can emerging markets return to winning ways?
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Asset Class ReportsIssuance: Down but not out
The huge growth of BBB-rated credits in the investment-grade sector has raised some concern but there are opportunities for investors
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Asset Class ReportsRatings: When corporates can trump sovereigns
Several factors can place corporate credit ratings higher than that of the domicile country
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Asset Class ReportsInvestment Grade Credit: Veering between extremes
Capital markets are fluctuating between optimism and pessimism
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Interviews
Strategically speaking: Neuberger Berman
This year is a milestone for Neuberger Berman. It marks the 10th anniversary of the re-emergence of the firm as an independent, employee-owned in-vestment manager, as well as the 80th anniversary of its founding
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News
Joseph Mariathasan: Rebuilding America’s middle class
The 2020 US presidential race has begun in earnest with a number of Democratic Party contenders
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News
Joseph Mariathasan: ESG’s challenge to economic theory
Traditional economic thinking needs to change to keep up with the adoption of ESG strategies
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Asset Class ReportsPrivate equity: An expanding universe
A significant growth in direct lending has helped boost the private equity market
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Asset Class ReportsVenture capital: Venturing further in Europe
The European venture capital market is increasingly attractive
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Special ReportAsset managers: New fee models
The growing passive investing trend is forcing investment managers to offer new fee structures
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News
Joseph Mariathasan: Coping with autocracies
Should investors accept it when companies acquiesce to requests from autocratic regimes?
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News
Joseph Mariathasan: Nuclear needs warming up
Hitachi seems likely to abandon plans to build a nuclear power station in Wales due to a lack of firm investor commitments. This follows the abandonment by Toshiba of a nuclear project in Cumbria last year. The loss of several nuclear power plants not only leaves a gaping hole in ...
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News
Joseph Mariathasan: ESG investing – beyond virtue signalling
UK supermarket chain Iceland’s high-profile ban on palm oil may not be the best route to cleaning up supply chains
