All articles by Joseph Mariathasan – Page 12
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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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Asset Class ReportsInvestment Grade Credit: Veering between extremes
Capital markets are fluctuating between optimism and pessimism
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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 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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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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Special ReportAsset managers: New fee models
The growing passive investing trend is forcing investment managers to offer new fee structures
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Asset Class ReportsVenture capital: Venturing further in Europe
The European venture capital market is increasingly attractive
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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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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
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Asset Class Reports
Banking debt: The paradox of bank debt
The peculiarity of bank debt is that it can be issued by institutions with strong balance sheets
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Asset Class Reports
High yield: Coping with a new environment
This year high-yield investors will have to weather not only the winding up of quantitative easing but additional political challenges
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Special ReportEquity risk premium: The X factor
Although central to financial theory, the equity risk premium is hard to apply in practice
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News
Joseph Mariathasan: What should drive ESG investing?
Mathematical measures are not the best way of assessing the effectiveness of ESG strategies, argues Joseph Mariathasan
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News
Joseph Mariathasan: China’s evolving ESG standards
IPE’s contributing editor gives his perspective on a panel debate from last week’s IPE Conference
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Asset Class Reports
Central Banks: Be wary of the bulls
Opposing views on the timing and effects of quantitative tightening suggest investors should be cautious of high valuations
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Special Report
UK In-house Management: Is it better in-house?
In-house asset management can deliver cost savings, control and overall value benefits but for complex or short-term strategies external management may offer better value for money
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Asset Class Reports
Global Equities: Valuation vagaries
Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions
