All articles by Joseph Mariathasan – Page 17
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News
Joseph Mariathasan: Trumping the loss of manufacturing in the US
Joseph Mariathasan questions the chances of bringing back high-quality jobs by focusing on manufacturing
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Asset Class Reports
Issuance: Opportunity of a lifetime?
Are the ultra-low government-bond yields across the euro-zone a once-in-a-lifetime opportunity for European and US companies to issue debt?
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Asset Class Reports
Investment Grade Credit: Market distortions
Regulatory pressures and political uncertainty triggered by the Brexit vote and the election of Donald Trump are creating challenges for investors in global debt markets
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Features
Asset-Backed Securities: Shackled by history
The asset-backed securities markets across Europe struggle to recover from the financial crisis while the EU wavers on necessary regulatory reform
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Special Report
FCA raises questions about fee levels
The UK FCA’s interim report on asset management highlights the sensitivity of fee levels and structures in the institutional world
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News
Joseph Mariathasan: Moving away from global emerging markets
Joseph Mariathasan is surprised by the lack of debate over how best to gain GEM exposure
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NewsJoseph Mariathasan: The benefits of a UK sovereign wealth fund
The ultimate risk-taker – the state itself – could give UK pension funds a real boost, writes Joseph Mariathasan
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News
Joseph Mariathasan: The unsurprising rise of populism
Joseph Mariathasan considers Radek Sikorski’s keynote speech at this year’s IPE Conference in Berlin
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News
Joseph Mariathasan on India’s precarious financial markets
Joseph Mariathasan explores how India might get its financial house in order after a botched currency demonetisation
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Asset Class Reports
Investing In Hedge Funds: Emerging strategies
Joseph Mariathasan explores the universe of emerging market hedge fund strategies
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Interviews
Strategically speaking: Barings
“An asset manager brand is very important. But, it is not the brand that defines people in the firm, it is the people who will define the brand.” That is the view of Tom Finke, CEO of Barings
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Features
India: All to play for
The signs suggest India is poised for dramatic improvements in its economy. But there are challenges around job-creation, education and manufacturing
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News
Joseph Mariathasan: Trump, LDI and defaulting government debt
Are sovereign-debt defaults are a natural conclusion to our current path, Joseph Mariathasan asks
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Asset Class ReportsInvesting In Emerging Market Equities: The tide begins to turn
Emerging market equities are finally seeing inflows, but are these justified? Joseph Mariathasan investigates
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Asset Class Reports
EM portfolios can gain from balance
Investors looking to optimise their exposure to emerging markets should not limit themselves to strategies that focus only on large companies and countries
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Special Report
Asset Allocation: The 60/40 question
Joseph Mariathasan asks how multi-asset managers are seeking to prove their worth in a low-return, high-correlation world, when a 60/40 equity/bond portfolio looks hard to beat
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News
Joseph Mariathasan: Europe’s pharmaceutical and biotech industries
Europe’s pharmaceutical sector must find a way to emulate US biotech, Joseph Mariathasan writes
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News
Joseph Mariathasan: Can active management survive?
The challenges faced by traditional fund managers aren’t going away any time soon
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News
Joseph Mariathasan: Learning from India's Unique Identification Authority
World governments would do well to learn from India’s ambitious identification programme, writes Joseph Mariathasan
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Asset Class Reports
Equity Dividends: Default risk changes landscape
The prospect of government defaults should lead pension schemes to review their approach to liability-driven investment
