All articles by Joseph Mariathasan – Page 19
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Asset Class Reports
Brexit – are Gilts a haven?
Joseph Mariathasan asks how the potential UK exit from the European Union would affect the sovereign debt markets
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Asset Class Reports
Investing In Government Bonds: Low yields, high interest
The euro-zone sovereign debt market is distorted by negative yields and quantative easing. Joseph Mariathasan assesses solutions to the situation
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News
Joseph Mariathasan: European venture capital falling behind
European VC may be on the rise, but it still lacks the big ideas, writes Joseph Mariathasan
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News
Joseph Mariathasan: The pas de deux of private equity and small caps
IPE contributing editor compares merits of private equity with those of small caps
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Asset Class Reports
Secondaries move up the ladder
The secondary market has become an integral part of the private equity universe. Even big sovereign wealth funds are participating
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Special Report
Oil & Gas: In search of moats
Joseph Mariathasan asks whether investors should take a bullish or a bearish stance on the low oil price
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Asset Class Reports
Investing In Private Equity: Megafund magnets
While there is a great deal of activity in the private equity market, the big inflows of investment are mainly going to the large funds
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Special Report
Credit Outlook: Selective opportunities
Investors are re-examining credit fundamentals following the strong market gyrations of early 2016. But, as Joseph Mariathasan finds, there are still concerns about spread levels, liquidity and on-going concerns about the macroeconomic environment
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Book Review
Book Review: An energy supply for life
Joseph Mariathasan reviews Wade Allison’s Nuclear is for Life: A Cultural Revolution
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Special Report
Direct lenders take up bank slack
Lower levels of bank lending are opening up opportunities for private debt, according to Joseph Mariathasan
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NewsJoseph Mariathasan: Should investors revisit local-currency EMD?
Joseph Mariathasan weighs the pros and cons of local-currency emerging market debt
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NewsJoseph Mariathasan: The benefits of shareholder activism
Joseph Mariathasan assesses the merit of so-called activist funds
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Asset Class Reports
European Equities: More scope for active managers
The European economy is showing some strong signs of recovery. What does this mean for Europe’s equity markets?
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NewsJoseph Mariathasan: Where will future megacaps come from?
Joseph Mariathasan explores where the megacap companies of tomorrow might originate
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News
Joseph Mariathasan: The trouble with Chinese shopping malls
Long-term investors in Chinese shopping malls should think twice, says Joseph Mariathasan
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Asset Class Reports
Energy: Not quite meltdown
The US energy high-yield sector should not be written off, according to Joseph Mariathasan
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Features
High-yield bonds: Expect dispersion
Last year was a difficult one for high-yield bond investors, particularly in the US, driven by a collapse in metals and mining on top of the decline in oil prices
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Asset Class ReportsInvesting In High-Yield Bonds: Does fortune favour the brave?
Liquidity has plunged and performance has been poor with US metals and energy issuers suffering most greatly
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Asset Class Reports
High-yield bonds: Beyond the benchmark
Investors will need to take into account shortcomings in high-yield benchmarks and the idiosyncratic nature of markets when selecting a strategy
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News
Joseph Mariathasan: The Cold War and emerging markets
Long-term investors cannot ignore the emerging markets despite their near-term problems, writes Joseph Mariathasan
