All articles by Joseph Mariathasan – Page 8
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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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Opinion PiecesIs 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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Opinion PiecesPerspective: 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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Opinion PiecesSmart 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
