All articles by Joseph Mariathasan – Page 22
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Asset Class ReportsInvestment Grade Credit: A fork in the track
Divergent monetary policy is driving investment-grade bond strategies, with greater opportunity in the US market than in Europe
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Special Report
Non-traditional Investment: Quant versus traditional
Quantitative fund management will become more important in global small-cap and global emerging markets, writes Joseph Mariathasan, as detailed analysis of thousands of stocks for traditional management strategies would require masssive resources
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News
Joseph Mariathasan: The bad news and the good news
India, with its traditions of democracy and tolerance, is likely to be one of 2016’s ‘good stories’, writes Joseph Mariathasan
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News
Joseph Mariathasan: Time to take ESG seriously
Responsible ownership requires taking a proactive approach to many areas of a company’s activities, writes Joseph Mariathasan
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Special Report
Fixed Income: A time to sow, a time to reap
The opportunity to add value through tactical asset allocation across the credit spectrum lends weight to multi-asset strategies
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Asset Class Reports
Investing In Hedge Funds: Investor Strategy - In or out
Joseph Mariathasan looks at why investing in the hedge fund market is still contentious for many pension funds, even in the current low-interest-rate environment. Is it the fee structures or the economic uncertainity that drives this caution?
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News
Joseph Mariathasan: The problem with commodities
Investors should look to assets that generate returns, not merely store value, argues Joseph Mariathasan
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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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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
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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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 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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Opinion Pieces
Greece’s Private Sector: Hope lies in SMEs
Is the EU a community of states or just a trade organisation structured to stimulate demand in favour of the stronger economies? That existential question can provoke much discussion, but the relationship between the EU and Greece in the years ahead may provide the real answer.
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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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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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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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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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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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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
