All articles by Joseph Mariathasan – Page 12
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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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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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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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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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Special Report
Strategy Selection: Is it worth the risk?
Investors in multi-asset strategies must make sure they understand all the risks involved
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Special Report
Multi-Asset Funds: A flexible way to generate income
Multi-asset funds that take account of investor goals and time horizons could provide steady income
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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
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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
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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News
Joseph Mariathasan: Reporting on natural capital
Can an integrated profit and loss account help quantify the environmental impact of a company’s operations?
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News
Joseph Mariathasan: Nuclear power – an update
Fossil fuels cannot be replaced without nuclear energy, so our collective fears must be addressed
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Special Report
Quantifying external factors
A Mumbai-based advisory firm is promoting alternative measures to quantify added value
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Special Report
Private Debt: Still going strong
The private debt market continues to grow in size and attractiveness
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Asset Class Reports
Emerging Market Debt: Sentiments drown out sense
The political and economic uncertainty surrounding Turkey and Argentina is distracting investors from the sound fundamentals to be found elsewhere across the asset class
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Special Report
Factor Investing: Factors to consider
There are many complexities to negotiate in applying factor-investing strategies to credit markets
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News
Joseph Mariathasan: Social good versus privacy rights
As India rolls out the world’s largest biometric ID system to boost access to social security, many are concerned about privacy
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News
Joseph Mariathasan: Big decisions over China for Europe and the UK
Picking a side in the trade war ‘should be an easy decision’, Ashmore’s Jan Dehn tells Joseph Mariathasan
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News
Joseph Mariathasan: USS debate raises profound questions for UK DB
The debate over USS’ valuation raises deeper questions about the UK’s DB sector and how it is regulated
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Special Report
India: Promising signs for the future
Recent economic reforms and structural changes have created a positive outlook for India
