All articles by Joseph Mariathasan – Page 3

  • Joseph Mariathasan
    Features

    The West should understand the strengths and limitations of Enterprise China

    April 2023 (Magazine)

    China is fast becoming the West’s bogeyman. Yet a hard decoupling of the two would be a lose-lose situation for both. Despite the tensions, private companies face the challenge of creating viable strategies for interactions with China that could make the difference between success and bankruptcy.

  • Central banks and the weaponisation of finance
    Features

    Central banks and the weaponisation of finance

    March 2023 (Magazine)

    The US has been a global power since the second world war. But it was during the interval between the collapse of the USSR in 1991 and the rise of China in the 21st century that the US was perhaps the single global hegemon. 

  • % of operating leases of overall fleet
    Asset Class Reports

    Private debt: Leases make plane sense after COVID

    March 2023 (Magazine)

    With plenty of pent-up demand for air travel, aeroplane operating leases may be an attractive investment option

  • Stock market returns
    Asset Class Reports

    Equities – Thematic funds tap into future trends

    February 2023 (Magazine)

    Themes have long captured the imagination of retail investors. Now institutions are showing interest, despite the lack of clear definitions

  • Joseph Mariathasan
    Features

    Fresh views on emerging markets

    February 2023 (Magazine)

    Despite a large, heterogeneous universe of opportunities across countries that have little or no commonality, risk contagion in the emerging market universe is still an issue, highlighted most dramatically by the 1997 Asian crisis and the risk on/risk off capital movements after the 2007-08 global financial crisis.

  • Chris_Iggo-4263
    Asset Class Reports

    Fixed income: Paradigm shift for investors

    January 2023 (Magazine)

    Credit is looking more attractive on a risk/reward basis for new investment, but the factors that led to the 2022 volatility have not disappeared

  • Joseph Mariathasan
    Features

    Climate risks – pay now or later?

    January 2023 (Magazine)

    Climate change is an emergency that requires all hands on deck. What should be the role of investors when it is governments that have the most power to effect change?

  • Raj Shant Jenison
    Asset Class Reports

    Equities – Investing in the midst of Europe’s gloom

    December 2022 (Magazine)

    Healthcare and luxury brands are two sectors with potential to stand out in an otherwise gloomy macro environment

  • Joseph Mariathasan
    Features

    Sustainable tourism: consumers need direction

    December 2022 (Magazine)

    The end of COVID lockdowns in most places has led to a boom in tourism in 2022 and a return to normality that should persist. Before the COVID pandemic, tourism accounted for around 10% of global GDP and 8% of global greenhouse gas (GHG) emissions, according to speakers at the Reset Sustainably conference on sustainable tourism held in London in September. The size of the industry means that moving towards more sustainable development can have a significant, positive impact on the world, both in terms of climate change and in the protection of natural resources, including biodiversity. 

  • Joseph Mariathasan
    Features

    Distributed work: a novel solution for displaced workers

    November 2022 (Magazine)

    What COVID has taught the world so dramatically is that knowledge-based companies have been able to function effectively with all their employees working remotely. Location suddenly no longer matters, and many employees have taken advantage of lockdowns to cross borders and work in places they wanted to be in, whether holiday resorts or with family. 

  • Headshot JS suit
    Asset Class Reports

    Private markets: Venture capital investment beyond Sillicon Valley

    November 2022 (Magazine)

    A golden age of innovation opens opportunities for investors

  • Joseph Mariathasan
    Features

    Can a sinking market re-emerge?

    October 2022 (Magazine)

    Travelling around Sri Lanka in mid-July reminded me of Winston Churchill’s saying that “democracy is the worst form of government – except for all the others that have been tried”. Many in Sri Lanka would argue that the post-independence history of the country may have proved him wrong. This year, political upheavals after popular demonstrations caused the administration of President Gotabaya Rajapaksa and his elder brother, Prime Minster Mahinda Rajapaksa, to collapse after the Rajapaksas’ deep corruption and deeper ineptitude over two decades brought economic ruin as the country ran out of foreign exchange to pay for fuel imports.

  • Sergei Strigo 2022
    Asset Class Reports

    Emerging market debt: managers face choppy waters

    October 2022 (Magazine)

    Some see opportunities as investors have exited the asset class but emerging economies continue to face divergent trajectories  

  • Ravi Abeywardana
    Features

    International Sustainability Accounting Standards Board: An insider view

    October 2022 (Magazine)

    Technical director Ravi Abeywardana highlights the challenges faced by the newly minted International Sustainability Standards Board and its staff

  • Joseph Mariathasan
    Features

    We need better climate models to manage global warming impacts

    September 2022 (Magazine)

    Travelling back to the UK from Sri Lanka in July, I experienced a 10-degree temperature rise with the UK hitting over 40°C. While some people may argue that such extreme temperatures in the UK could just be a statistical anomaly, climate scientists such as Tim Palmer, Royal Society research professor in climate physics at Oxford University, who I spoke to at length on the subject, have no doubt that global mean temperatures are rising as a result of greenhouse gas emissions caused by human activities. 

  • Joseph Mariathasan
    Features

    China calls the tune for emerging markets

    July/August 2022 (Magazine)

    If President Xi Jinping mismanages China, the careers of many emerging market asset managers could be over. It would also mean emerging markets as an asset class would become irrelevant, at least according to Xavier Hovasse, head of emerging markets at the French fund management house Carmignac, who has devoted his career to seeking opportunities in emerging markets.

  • Kate Hollis 1
    Asset Class Reports

    Credit: Inflation and the bond markets

    July/August 2022 (Magazine)

    Risks look likely to be building in credit as central banks wreak collateral damage on economies in their bid to tame inflation

  • Joseph Mariathasan
    Features

    AI could help triple Europe’s private debt market

    June 2022 (Magazine)

    Investors seeking higher yield have driven the growth of the private debt market. European private debt, though still much smaller than the US market, has also been growing rapidly. European lenders managed assets of $350bn as of June last year, according to Preqin, in a total market of $1.19trn. This is more than double the level in December 2016.

  • Special Report

    Outlook: Can investors act alone on energy policy?

    June 2022 (Magazine)

    It may be up to governments to set the rules of engagement to achieve net zero

  • Patrick Briaud (pictured) and Steven Godeke
    Special Report

    Towards a sustainable portfolio theory

    May 2022 (Magazine)

     Applying monetary values to impacts would allow investors to direct capital better and assess opportunities for improved long-term returns