All articles by Joseph Mariathasan – Page 14
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Special Report
Space: The final frontier
A reduction of costs is enabling disruptive applications that use satellite-derived data
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Asset Class Reports
US Equities: A time to focus on value
Investing into a market with such high valuations presents a challenge
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Features
Direct Lending: Becoming bankers
As balance sheet capital requirements mean banks step away from lending, institutional investors are replacing them
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News
Joseph Mariathasan: Fading glories and rising stars
Lessons for Italy and Europe from one of China’s growing tourist hubs
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News
Joseph Mariathasan: Why a Danish inn suggests a post-Brexit trade problem
The restoration of Danish links with India suggest post-Brexit trade deals for the UK will not be straightforward
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News
Joseph Mariathasan: What to do about high-frequency trading?
Four years after Michael Lewis’s Flash Boys, questions about high-frequency trading remain
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News
Joseph Mariathasan: Factor investing – is it overcrowded?
The debate about valuations and overcrowding in factor-based strategies shows no signs of abating
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Asset Class Reports
High Yield: New risks and opportunities
The positive global economic outlook brings possibilities for investors in high-yield and credit
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Asset Class Reports
Contingent convertibles: Cocos are here to stay
Investors find cocos a good bet, especially in times of rising interest rates
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Asset Class Reports
Asset allocation: An expanding universe
Sub-investment-grade debt markets are becoming more sophisticated and fund managers have taken note
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Special Report
Active Quant: A never-ending arms race
Quant funds face a perpetual battle for innovation
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News
Joseph Mariathasan: Discount rates and error margins
If too much credence is given to measurements without understanding their limitations, it can create chaos
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Features
Identifying the real risk
Risk, like beauty, is in the eye of the beholder. The first half of February surprised markets with a sudden collapse in the value of risky assets followed by a rebound
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Special Report
The Dollar: A safe haven emerges
Expected dollar weakness could strengthen the case for emerging markets in the short and long term
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Special Report
Private equity: Emerging signs of a comeback
Emerging private equity markets deserve the attention of investors with a long horizon
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Asset Class Reports
Small Caps: Positive outlook continues
European small caps could continue to do well in the prevailing economic and political environment
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Special Report
African adventures
Africa represents multiple opportunites both for returns and altruistic behaviour, yet it requires a long-term commitment from investors
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News
Joseph Mariathasan: Are LDI valuations right for an entity like USS?
Matching pension liabilities is seen as a risk management rather than investment issue
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News
Joseph Mariathasan: The wealth of nations and its ESG underpinnings
Incorporating the value of natural resources is a key requirement for assessing the health of a nation
