All articles by Joseph Mariathasan – Page 7
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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.
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Asset Class ReportsEquities – Pandemic winners and losers
COVID-19 is proving a powerful catalyst for social and technological change
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Special ReportChina: First in, first out
China is focusing on a new long-term growth strategy after the success of its tough measures to contain the coronavirus outbreak
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AnalysisEcology: A car crash in nature
Vian Sharif, head of sustainability at FNZ Group, never imagined her recently completed PhD thesis would have implications for global health. The subject was the trade in endangered animal products such as the scales of pangolins.
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Asset Class ReportsSmall caps: All is not lost
Some small-cap companies have not only survived effects of the pandemic but are even thriving
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FeaturesThe Renminbi: A matter of trust
Only a few years ago, there was much hype about the renminbi becoming the next significant reserve currency and potentially even threatening the dominance of the dollar.
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FeaturesInvestment Strategy: Towards sustainable portfolio theory
This year marks the 30th anniversary of the 1990 Nobel prize in Economics given to Harry Markowitz, William Sharpe and Merton Miller. IPE is marking this in several ways. The first event took place at the IPE annual conference in Copenhagen in December 2019, with a panel discussion following on from the showing of a delightful video. The video was based on a few days that TOBAM CEO Yves Choueifaty and I spent with Markowitz in his office in San Diego in June of that year and showed Markowitz’s charm and humility despite his great achievements.
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Asset Class ReportsCredit: Investment grade credit markets in a pandemic
The COVID crisis has brought profound changes to the credit markets
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Asset Class ReportsPortfolio strategy – Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
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FeaturesCorporate Purpose: Shareholders or society?
The COVID-19 pandemic recovery phase is a chance to reshape global economies into new sustainable models
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FeaturesNuclear power: The need for nuclear
Nuclear energy is key to tackling the existential challenge posed by climate change
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Asset Class ReportsEmerging market equities – Quant strategies closing the gap
Quant strategies in emerging markets are still behind those in the developed world but they are catching up
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Asset Class ReportsEmerging market equities – India & China
India and China offer a template to understand future perspectives in light of COVID-19
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FeaturesFixed Income & Credit: High-yield worries grow
Global high yield and loans still offer attractive returns but the worry is about the stage we are in the credit cycle
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Opinion PiecesThe case for a UK sovereign wealth fund
In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.
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FeaturesFixed Income & Credit: Potential for adventures
Emerging-market local-currency corporate debt is under-explored by global investors
