All articles by Joseph Mariathasan – Page 16
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News
Joseph Mariathasan: Venezuela – is the risk priced in?
Venezuela may be a mess, but what counts is whether asset prices reflect the risks
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News
Joseph Mariathasan: The decline of India's infrastructure buyers
Time for a rethink of India’s infrastructure policy to tap foreign institutional money
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Asset Class Reports
Sovereigns look for private boost
Joseph Mariathasan says the long-term goals of sovereign wealth funds mean they can tap the potential of private markets
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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News
Joseph Mariathasan: Pension fund trustees' top five mistakes
Prioritise asset allocation over small matters and maintain a long-term investment time horizon
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NewsJoseph Mariathasan: Strategy selection vs manager selection
Picking the right approach to global equities can prove more valuable to selecting managers
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Asset Class ReportsInvesting In European Equities: Worrying times
Political uncertainty in Europe poses dangers and offers opportunities. Joseph Mariathasan investigates
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Features
India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
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News
Joseph Mariathasan: Investors and the antibiotic crisis
Investor power can help reduce the emergence of antibiotic-resistant diseases
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NewsJoseph Mariathasan: The case for active in emerging markets
Volatility driven by currency and fund flows means EM investors should steer clear of passive
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Asset Class Reports
Expect surprises in European high yield
Joseph Mariathasan assesses the European high-yield market at a time when political risks are set to dominate investors’ thinking
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Special ReportSpecial Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
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Features
Equity Strategy: Each to their own
What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor
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Asset Class Reports
Crossover credit: Filling the gap
Joseph Mariathasan sees opportunities in crossover credit
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News
Joseph Mariathasan: Can UK benefit from US immigration woes?
Trump’s clampdown on immigrants may create hostility that will backfire on long term economic prospects
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News
Joseph Mariathasan: The implications of DB transfers
Some UK funds are quoting generous transfer values. But is leaving a DB scheme the best option?
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Asset Class Reports
UK firms vulnerable to slowdown
Joseph Mariathasan finds that the UK economy has fared quite well since the Brexit vote, but smaller companies are vulnerable to any potential domestic slowdown
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Special Report
Transaction Costs: Keep tabs on price of investing
Commissions are far from the only fees that investors and managers need to take account of when carrying out investment transactions
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Asset Class Reports
Smaller companies: The lifeblood of Europe
Smaller companies are crucial to the success of the European economy. However, the way they are nurtured by investors and governments varies dramatically
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News
Joseph Mariathasan: May you live in interesting times
Rhetoric from the US and China has seen leaders swap places on their traditional trade stances
