All articles by Joseph Mariathasan – Page 23
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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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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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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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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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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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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
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News
IPE Views: How to create Europe's answer to Silicon Valley
Creating the right environment for venture capital may be more useful for Europe’s long-term future than anything politicians could do, writes Joseph Mariathasan
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News
Greece: When politics becomes theatre
The Greek crisis will be a turning point for Europe, but it is for political leaders and not the ECB to decide in which direction, argues Joseph Mariathasan
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Asset Class Reports
US Equities: US banks lose lustre
Dodd-Frank and other post-crisis regulation have changed the US banking sector with structurally lower returns on equity
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Asset Class Reports
Investing In US Equities: It’s the economy, stupid
The prospects for US equity markets depend largely on the performance of the underlying economy
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Features
US Equities: Elephant in the room
The US equity market is the elephant in the room for any institutional investor. It has also been a very excitable elephant with the S&P500 reaching all-time highs in the first half of 2015
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News
Chronicle of a death foretold: But is it Greece or the euro-zone?
The argument must be made that there is a special relationship that ties countries within the EU together, argues Joseph Mariathasan
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News
IPE Views: What governments should do with financial markets
The debate over what governments should and should not be doing in finance is more important than ever, says Joseph Mariathasan
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News
IPE Views: Is Pascal the solution to climate change?
IPE contributing editor Joseph Mariathasan applies Pascal’s Wager to the climate change debate
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Special ReportRegulatory environment still weighted against Europe's ABS market
The European market for asset-backed securities has ample potential but suffers as a result of an unfavourable regulatory regime
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Asset Class ReportsEuro-zone sovereign bonds: A parallel world
Regulation continues to push European pension funds to invest in euro-zone government debt at increasingly unattractive yields
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Special Report
The unique case of Greece
The tribulations of recent years have turned Greece into a unique case within the euro-zone
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Special Report
Risk parity and commodity investing
Joseph Mariathasan assesses the role of risk parity strategies in commodities
