All articles by Joseph Mariathasan – Page 6
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Asset Class ReportsCreating impact in Africa
Companies in Africa traditionally look to private equity to raise capital, providing vast opportunities to PE investors
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Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
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Asset Class ReportsAsset Allocation: Mixed prospects emerging
COVID and political risks may have affected EMs in different ways but there are still many opportunities in such a diverse asset class
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FeaturesAgriculture: Time to rethink farming
The latest report from the Intergovernmental Panel on Climate Change (IPCC), released in August, provides grim reading. According to the summary for policymakers: “It is unequivocal that human influence has warmed the atmosphere, ocean and land. Widespread and rapid changes in the atmosphere, ocean, cryosphere and biosphere have occurred.”
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Asset Class ReportsSmall caps: There for the taking
Incorporating the wide range of data available today into investment processes can open up a wealth of new opportunities
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Asset Class ReportsPE is back in the running
The case for more investing in private equity is becoming compelling as the number of listed companies declines
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Opinion PiecesOpportunities beyond the traditional approach to PE
The many thousands of fast-growing small and mid-sized companies globally represent the potential giants of tomorrow, and also provide a fertile hunting ground for those seeking superior investment opportunities.
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FeaturesAfrica’s challenge for Europe
“Europe needs to create a new ‘spice route’ through Africa to the markets of Asia”. That was what Martin Schoeller, managing director of the Schoeller Group, a diversified services company with a focus on sustainability, told me in a discussion on the need for greater European investment in Africa.
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FeaturesPerspective: Swensen’s legacy grows
The late David Swensen achieved a remarkable performance edge for the Yale Endowment, can it be replicated by pension funds
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FeaturesESG & private markets: Crying out for standards
Growing awareness of ESG is fuelling pressure for definitive metrics to assess company performance
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FeaturesEuropean venture capitalists finally adopting ESG
Many would argue that venture capital (VC), at its core, has a positive impact on the world as it is driven fundamentally by the desire to solve society’s problems. But there is a contradiction between that driving mission, and the reality of the slow adoption of ESG into the consciousness and the investment processes of VCs and their assets.
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FeaturesIncorporating climate change within investment portfolios
Recording the possible impacts of climate change on investment portfolios is becoming a regulatory and reporting requirement. Asset managers and asset owners will need to incorporate it into future management information and reporting systems.
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Special ReportVenture capital: Shining lights
Europe’s thriving startup sector is providing lucrative opportunities for venture capital investors
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Asset Class ReportsUS Equities: Challenges for US active managers
Active managers are grappling with several key themes as they deal with a concentrated market until recently buoyed by stimulus
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Asset Class ReportsEM outlook: Opportunities amid uncertainties
The pandemic has greatly affected emerging markets but while some are in a bad state others are showing great resilience
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Asset Class ReportsAsset 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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FeaturesAfrica 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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FeaturesSustainability: 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 ReportsMulti-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 ReportsUS high yield: A changing market
US high yield looks attractive against investment-grade credit although there are important changes for key sectors
