All articles by Joseph Mariathasan – Page 8
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Interviews
Perspective: Striving for net zero
Günther Thallinger, a member of the board of management at Allianz and chair of the steering group of the UN-convened Net-Zero Asset Owner Alliance, spoke in Davos about the role of asset owners in reducing carbon emissions
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Opinion Pieces
Davos Diary: Benefitting all stakeholders
January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world
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Analysis
Equities – European banks see light ahead
The European banking sector is moving into positive territory as the tough regulatory pressure of recent years levels off
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Special Report
There is still a place for multi-managers
Despite their shortcomings, there is a case to be made for multi-manager hedge funds
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Analysis
Modi’s India: The red lights are flashing warnings
Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation
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Special Report
Diversification: Public versus private markets
The rise of private market investing is generating huge challenges for investors
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Features
Are cryptocurrencies an asset class for institutional investors?
Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?
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Features
Perspective: André Hoffmann – Green results, not greenbacks
Roche heir and pharmaceutical tycoon André Hoffmann outlines his view of a more sustainable model of capitalism
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Features
GDP numbers spread fake news
GDP is a measure of economic activity rather than wealth creation. As such, it can give misleading signals about the health of an economy
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Asset Class Reports
Fixed Income – European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
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Asset Class Reports
Building ABS confidence
European regulators are promoting a ‘gold standard’ for asset-backed securities
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Asset Class Reports
Private Equity: Finding the right metric
It is hard to compare the performance of private equity investments
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Special Report
ESG: A new dawn
How can private equity firms avoid suspicions of greenwashing as the industry embraces ESG?
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Asset Class Reports
Intangible assets – Dealing with intangibles
The global growth of companies with relatively limited physical assets presents challenges for investors
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Asset Class Reports
Emerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
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Special Report
Investment Process: A recipe for confusion
The shift to ESG has inadvertently led to divergence of opinion over the best metrics to use
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Asset Class Reports
Emerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
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Asset Class Reports
Small & mid-cap equities: Public or private markets?
Public markets are shrinking while private markets are attracting huge amounts of capital. But it is still not clear which is the better bet
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Asset Class Reports
ESG awareness grows
Smaller companies are realising they must keep up with ESG and impact-investing standards to remain successful
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News
Joseph Mariathasan: India and the US – a new special relationship?
Can and should the world’s most populous democracy, India, be in formal alliance with the world’s most powerful democracy, the US?