All articles by Joseph Mariathasan – Page 6
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Asset Class Reports
Asset allocation: More factors to consider
COVID-19 has added a further blow to a decade of factor investing underperformance and highlighted the increasing impact of ESG
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Features
Africa offers Europe opportunities
In 2015, Europe faced the prospect of a million Syrian refugees fleeing from civil war, attempting to cross into its borders. The sudden influx created a political as well as a humanitarian crisis with Hungary building a 175km-long fence to prevent crossings from the Balkans.
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Features
Sustainability: A purpose-driven stock exchange
The UN Sustainable Development Goals (SDGs) have caught the imagination of the investment world. For many in the millennial generation the idea that its investments should fulfil positive social or environmental impacts seems self-evident. Yet many asset managers still struggle to incorporate SDGs into their strategies. Nor do they hesitate to trumpet questionable ESG credentials to investors.
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Asset Class Reports
Multi-asset credit: Switching tactics to deal with volatility
MAC strategies allow investors to shift investments tactically to capitalise on a wide range of niche markets
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Asset Class Reports
US high yield: A changing market
US high yield looks attractive against investment-grade credit although there are important changes for key sectors
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Asset Class Reports
European Equities – Small caps lead recovery
European smaller companies have proven more resilient against COVID effects than their large counterparts
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Asset Class Reports
Asset class report – European equities
The roll out of COVID vaccines has brightened the outlook for European large caps facing a changed landscape
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Features
FX Reserves: The ‘rainy day’ has arrived
The world is facing a short-term health and economic crisis with COVID-19. In the longer term it is threatened by an existential crisis with global warming caused by burning fossil fuels.
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Features
The pandemic end-game
Overcoming COVID-19 and ensuring no recurrence is proving to be a formidable challenge for the global economy. The worst may still lie ahead. Even health systems in developed markets are creaking at the seams with the second and third waves of the pandemic. More transmissible mutations of the virus are making the task even harder.
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Special Report
Development banks evolve
Development banks are going beyond their traditional economic remit to embrace tackling climate change and meeting the UN’s Sustainable Development Goals
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Asset Class Reports
Value equities: Dead or alive?
Today’s realities and intangibles have changed the face of value
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Features
Biodiversity can be measured
Last year was clearly the year of the pandemic. Perhaps the connection between zoonotic disease and biodiversity loss may explain why it has also been the year that biodiversity has become a theme of great interest for investors. Yet current environmental, social and governance (ESG) data and metrics do not cover biodiversity adequately.
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Asset Class Reports
Asset class report – Investment grade credit
The US credit market is heading for change under new President Joe Biden’s administration
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Asset Class Reports
Investment Grade Credit: Always a demand for quality
Capital markets are fluctuating between optimism and pessimism
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Features
Is sustainability mispriced?
Living in the developed world over the past 50 years, life has been stable, even idyllic, for most people. That is certainly compared with their grandparents and previous generations who lived through two world wars and the Spanish flu. But, as COVID-19 has shown so cruelly, there are existential dangers that can lie hidden. These can rip the established world order asunder if not tackled beforehand.
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Features
Perspective: Markowitz is still modern
Thirty years after he was awarded the Nobel Memorial Prize in Economic Sciences, Harry Markowitz’s groundbreaking work from the 1950s still powers financial innovation
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Asset Class Reports
Global Equities – Social inequality concerns matter
The pandemic has revealed the short-term contradiction of companies taking from the public purse while continuing to pay or reinstating dividends. Investors are only just getting to grips with the long-term cost of social inequalities
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Special Report
2021 Investment horizons: Sovereign debt in the wake of the pandemic
Current issuance levels look like an experiment in government debt. What are the warning signals for investors?
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Asset Class Reports
Global equities – The COVID-19 effect
The pandemic has clearly shaken up the equity markets but which trends are likely to persist in the long term?
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Special Report
Growing demand for sustainability reporting
There is increasing awareness that sustainability is a key factor in investment decisions