All articles by Joseph Mariathasan – Page 7
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Asset Class ReportsEuropean 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 ReportsAsset 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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FeaturesFX 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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FeaturesThe 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 ReportDevelopment 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 ReportsValue equities: Dead or alive?
Today’s realities and intangibles have changed the face of value
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FeaturesBiodiversity 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 ReportsAsset 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 ReportsInvestment Grade Credit: Always a demand for quality
Capital markets are fluctuating between optimism and pessimism
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FeaturesIs 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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FeaturesPerspective: 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 ReportsGlobal 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 ReportsGlobal 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
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FeaturesPrivate Markets - Agriculture: A growing asset class
Consumer demand, technology and government policies to encourage regenerative farming are creating opportunities for investors
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FeaturesSmart phones: the key to African opportunity
Demographics are often the least appreciated of the long-term trends that investors consider, despite being perhaps the most important.
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Asset Class ReportsPrivate markets – Private equity: the impact of COVID-19
The pandemic has devastated some sectors while boosting others
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Asset Class ReportsEmerging Market Debt: Downgrade deluge
COVID-19 has hit many emerging markets (EMs) hard. In addition to the growth shock, many have suffered capital outflows, collapsing commodity prices, falling revenue from tourism and a depreciation of their currencies against the dollar.
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FeaturesSharing Economy: Think impact, build a legacy
As the world adjusts to COVID-19, amid the uncertainties and dangers that lie ahead, there should still be time to dream of a better world.
