All articles by Joseph Mariathasan – Page 21
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Asset Class ReportsIran: A giant prospect on the horizon
Iran looks likely to be reintegrated into the global community after the question of nuclear proliferation has been resolved. Joseph Mariathasan looks at what the opening of one of the world’s largest inaccessible economies could bring
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Asset Class ReportsEmerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
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Asset Class Reports
Call of the frontier markets
Frontier markets can offer huge attractions but investors need to pay attention to country backdrops and economic effects. Joseph Mariathasan reports
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Special Report
Financial Markets: China’s Big Bang
Timothy Van Housen and Joseph Mariathasan predict a radical liberalisation of financial markets and related regulations, with unprecedented investment opportunities
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Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
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News
Joseph Mariathasan: Xi Jinping's visit to the UK
The UK, far from kowtowing to China, could be criticised for failing to exploit its relationship more
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News
IPE Views: Can the EU avoid both Brexit and Grexit?
A lot of fresh thinking is needed to resolve the European Union’s existential crisis, writes Joseph Mariathasan
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Special Report
Turning point solutions
Joseph Mariathasan assesses a variety of investment approaches more suited to a changing fixed income environment. Due diligence is required to assess suitability of sometimes unfamiliar strategies
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Features
Long-term views required
For institutional investors with long-term time horizons, equities make a lot of sense, particularly when bond markets appear to be in a government induced bubble
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Asset Class Reports
Global Equities: Where is the treasure?
Joseph Mariathasan assesses the outlook for active management in a global equity sector beset by excessive liquidity and volatility
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Asset Class ReportsGlobal Equities: Ecology of a mega-cap
China has leapfrogged Japan into second place after the US on the global mega-companies list. We explore attributes that help companies develop into giants
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News
Joseph Mariathasan: Where next after the Greek election?
The re-election of prime minister Alexis Tsipras does not mean the country’s troubles are at an end, warns Joseph Mariathasan
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NewsIPE Views: Discount rates and setting a price for nature
The guardians of discounting can use their special insights to serve their fellow human beings or to bamboozle them, Joseph Mariathasan warns
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News
IPE Views: Benefiting from a crisis
For institutional investors, the current market crisis might prove to be an opportunity, Joseph Mariathasan writes
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Interviews
Strategically speaking: Terra Firma Capital Partners
“The private equity industry is in the midst of a far-reaching structural change that is leading to a bifurcation of the industry,” says Guy Hands, chairman and chief investment officer of Terra Firma
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Features
Briefing: Growing importance of the renminbi
Despite recent volatility, the Chinese currency’s role in international trade is growing fast
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Features
An asset class gaining currency
Currency weakness in emerging markets against a strong US dollar has tended to give a misleading picture of the potential opportunities in the asset class
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Asset Class Reports
Holistic approaches to EM debt exposure
Asset allocation is key to successful investment in emerging markets. But the real task is working out how best to invest among the wide range of assets and strategies available
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News
IPE Views: Greece's obstacles to stayin' alive
Joseph Mariathasan debates whether the euro-zone has done enough to stimuate Greek economic growth
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News
IPE Views: Tail risk protection or Texas hedge?
Is diversification at all costs the right decision, wonders Joseph Mariathasan
