All articles by Joseph Mariathasan – Page 18
-
Special Report
Emerging debt attractions
Institutional investors have under-invested in emerging market corporate debt so far, but Joseph Mariathasan finds the asset class’s attractive fundamentals mean this may change soon
-
Asset Class Reports
Investment Approaches: Reasons to be cheerful
With 30,000 potential stocks in the global equities universe, picking the right investment approach may be more important than the right manager, argues Joseph Mariathasan
-
News
Joseph Mariathasan: Creating value in private equity buyouts
Joseph Mariathasan considers London Business School research aiming to quantify PE’s true value
-
News
Joseph Mariathasan: Has India's Modi delivered on his promises?
The prime minister’s timidity in the face of much-needed reform is astonishing, writes Joseph Mariathasan
-
Asset Class Reports
Big picture remains positive
Joseph Mariathasan surveys the prospects for emerging market debt in the world’s main regions
-
News
Joseph Mariathasan: Market volatility, and coping with crowded trades
How do you explain market volatility when no one single event can be blamed, wonders Joseph Mariathasan
-
News
Joseph Mariathasan: Rejecting nuclear power is height of folly
The pervasive fear of nuclear radiation leaks is misguided, argues Joseph Mariathasan
-
News
Joseph Mariathasan: Can the private sector provide salvation for Greece?
Developing the private sector should be a priority if Greece wishes to retain its young educated citizens, write Joseph Mariathasan
-
News
Joseph Mariathasan: The mismeasure of human welfare
Now is the time for governments to find an acceptable set of measures of human welfare
-
Special Report
Market Volatility: Friend or foe?
Joseph Mariathasan explores whether risk parity contributes to turmoil in the market
-
Asset Class Reports
US Equities: Healthcare - A healthy prognosis
Recent developments in market structures and biotechnology augur well for the recovery of ailing US healthcare stocks
-
Asset Class Reports
US Equities: Tech gorillas prevail
The big five tech companies look likely to offer some good returns at least for the next decade or two. But deciding when to buy them might not be so easy
-
Asset Class Reports
US Equities: Oil & Gas - Fuel for thought
After a period of high volatility, the recent rally in the global energy sector has brought some hope but the question is whether the rebound is the result of sentiment or a symptom of fundamental change
-
Asset Class Reports
US Equities: Implications of the US election
Joseph Mariathasan looks at what investors might expect from the two presidential hopefuls
-
Asset Class Reports
Investing In US Equities: Valuations - Clouded by uncertainties
Uncertainties over Fed interest rate rises and the outcome of the presidential election have compounded questions about the value of US equities
-
Asset Class Reports
US Equities: Beating the S&P
Fund managers might do better to focus on generating excess return in credit markets than selecting outperforming stocks
-
News
Joseph Mariathasan: How to make European venture capital grow
For European VC to truly flourish, private sector funding must increase, argues Joseph Mariathasan
-
News
Joseph Mariathasan: Brexit's terra incognita
Europe’s failure to hammer out differences could usher in enormous uncertainties, Joseph Mariathasan warns
-
News
Joseph Mariathasan: Divining the end of the Oil Age
Joseph Mariathasan considers the likely trajectories of oil prices
-
Special Report
Infrastructure Debt: A niche strategy
There are many reasons why infrastructure debt should feature in LDI strategies for UK pension funds. But do not expect a huge growth in allocations, says Joseph Mariathasan
