All articles by Joseph Mariathasan – Page 13
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Asset Class Reports
Investment Process: In search of an edge
Investors have to work hard to gain an information edge to successfully exploit small-cap markets
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Asset Class Reports
Small Cap Versus Private Equity: Separate arguments
Comparisons of the performance of listed smaller companies and private equity are fraught with difficulty
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News
Joseph Mariathasan: Britain, America and an Empire story
Mercantilism is a missing element to the story of America’s foundation, according to a new book
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News
Joseph Mariathasan: Dealing with India’s food price volatility
The legacy of 20th century bureaucracy is still hampering the development of Indian agricultural trade
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InterviewsHow we run our money: USS
Bill Galvin (pictured left) and Guy Coughlan of the UK’s Universities Superannuation Scheme outline their measured approach to valuation to Joseph Mariathasan
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Asset Class Reports
Equity Markets: Behind the latest sell-off
The recent rash of selling of EM assets has been triggered by a combination of factors
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FeaturesInterview: Baer Pettit, President of MSCI
Moving away from the shackles of being a pure index provider has created its own challenges for MSCI
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Features
Government Bonds: Snapback risk alert
The Bank for International Settlements has warned bond yields could suddenly rise – a snapback could rapidly spread between bond markets
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News
Joseph Mariathasan: America first – or America last?
Policies meant to protect US interests could end up causing more damage to the country’s economy
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News
Joseph Mariathasan: Facing the challenges of the Middle East
A new book on the history of Islam should be required readong for those attempting to understand the troubled region
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News
Joseph Mariathasan: Finding a narrow path to prosperity
US president Donald Trump seems ready to instigate a trade war that could have a calamitous impact on global prosperity
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News
Joseph Mariathasan: Preparing for infrastructure to take off
Infrastructure needs a better descriptive framework to outline the universe of opportunities available to investors
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Asset Class Reports
Euro-zone: What comes after QE?
The euro-zone is on an exit route from quantitative easing
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News
Joseph Mariathasan: Can technology alone transform education?
Investment opportunities in the education sector are as exciting as health care, but harder to identify
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News
Joseph Mariathasan: The Grand Challenge of an ageing society
A meeting of minds spearheaded by a UK consultancy aims to address fundamental issues facing societies across the world
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Special Report
A shifting relationship with China
Europe could benefit as a result of increasing trade tensions between the People’s Republic and the US
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Interviews
Strategically speaking: AXA IM
Half Italian, half Swedish, CEO of a French company but resident in London, Andrea Rossi embodies what he would like his tenure to be remembered for – diversity
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Asset Class Reports
Time for new alpha ideas
New products are making hedge funds look like an expensive way to access alpha
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News
Joseph Mariathasan: India is on the verge of success
There are more ways than just equities to access India’s growth story
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News
Joseph Mariathasan: ‘An open China heralds a more beautiful spring’
Contrasting China’s opening markets with the US’s protectionist retreat
