All articles by Joseph Mariathasan – Page 16
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News
Joseph Mariathasan: How should pension funds invest in EM?
Investors should reassess emerging market strategies and consider private equity
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News
Joseph Mariathasan: Should trustees resurrect in-house managers?
Pension fund trustees may not get objective asset allocation advice from fund managers or investment consultants
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News
Joseph Mariathasan: Greece – is there hope?
With the troubled country returning to bond markets, there may finally be reasons to be cheerful in south-east Europe
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News
Joseph Mariathasan: Argentina’s 100-year bond
Are backers of the South American country’s ultra-long-term government debt being wise or foolish?
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News
Joseph Mariathasan: The changing face of emerging markets
Extreme political risk is usually seen as a characteristic of emerging markets rather than developed
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Asset Class Reports
US Equities: Survival in the internet onslaught
The new disruptive environment is having a profound effect on the types of businesses that can survive and prosper
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Asset Class ReportsUS Equities: Opportunities in infrastructure
The scale of infrastructure spending being promoted by the Trump administration suggests a role for private-sector funding
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Special ReportInterview: China – the new frontier for Hooley
State Street’s CEO Jay Hooley has found inspiration in China’s digital strategies, but doing business there has proved tough. Interview by Joseph Mariathasan
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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News
Joseph Mariathasan: The Macron phenomenon
France’s new president is a stark contrast to counterparts in the US and UK, but his work has only started
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NewsJoseph Mariathasan: Green shoots for European ABS?
Potential reforms of asset-backed securities regulation in Europe could unlock €150bn of capital
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Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
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Asset Class Reports
US Treasuries: Dampener on Trump’s promises
The Trump administration seems to be moving away from the president’s radical campaign rhetoric
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Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
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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
