All articles by Joseph Mariathasan – Page 8
-
Asset Class ReportsEmerging market equities – India & China
India and China offer a template to understand future perspectives in light of COVID-19
-
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
-
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.
-
FeaturesFixed Income & Credit: Potential for adventures
Emerging-market local-currency corporate debt is under-explored by global investors
-
InterviewsPerspective: 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
-
Opinion PiecesDavos 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
-
AnalysisEquities – European banks see light ahead
The European banking sector is moving into positive territory as the tough regulatory pressure of recent years levels off
-
Special ReportThere is still a place for multi-managers
Despite their shortcomings, there is a case to be made for multi-manager hedge funds
-
AnalysisModi’s India: The red lights are flashing warnings
Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation
-
Special ReportDiversification: Public versus private markets
The rise of private market investing is generating huge challenges for investors
-
FeaturesAre cryptocurrencies an asset class for institutional investors?
Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?
-
FeaturesPerspective: André Hoffmann – Green results, not greenbacks
Roche heir and pharmaceutical tycoon André Hoffmann outlines his view of a more sustainable model of capitalism
-
FeaturesGDP 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
-
Asset Class ReportsFixed 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
-
Asset Class ReportsBuilding ABS confidence
European regulators are promoting a ‘gold standard’ for asset-backed securities
-
Asset Class ReportsPrivate Equity: Finding the right metric
It is hard to compare the performance of private equity investments
-
Special ReportESG: A new dawn
How can private equity firms avoid suspicions of greenwashing as the industry embraces ESG?
-
Asset Class ReportsIntangible assets – Dealing with intangibles
The global growth of companies with relatively limited physical assets presents challenges for investors
-
Asset Class ReportsEmerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
-
Special ReportInvestment Process: A recipe for confusion
The shift to ESG has inadvertently led to divergence of opinion over the best metrics to use
