All articles by Joseph Mariathasan – Page 9
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News
Joseph Mariathasan: Shareholders or stakeholders?
Corporations are able to operate without the impact of their activities fully priced into their profit and loss statements
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Special Report
US-China trade war: A trembling world
The trade conflict between the two largest economies is reverberating across the world
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Asset Class Reports
Defining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
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Features
Briefing: Sri Lanka after the bombings
The tragic Easter Sunday bombings have devastated tourism, a key plank of the economy
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Special Report
Portfolio strategy – The good things about commodities
Commodities can provide portfolio diversification as well as a cushion against inflation shocks
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News
US Business Roundtable: A victory for the good guys?
Joseph Mariathasan explores the implications of an influential US business group’s new stance on the purpose of a corporation
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News
Joseph Mariathasan: Climate change and central banks
The debate over climate change is certainly heating up – both metaphorically and literally – and could have a profound impact on how central banks behave
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News
Joseph Mariathasan: The drums of war beat ever louder
Iran could provide major investment opportunites across a variety of sectors and industries – but geopolitical tensions mean these are shut off to most investors
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News
Joseph Mariathasan: Markowitz, Friedman and the crucial debate on ESG
Should the interests of company shareholders trump those of all other stakeholders?
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News
Joseph Mariathasan: China’s city cluster plan – a lesson for Europe?
China plans to grow links between its major cities to create regional powerhouses with populations bigger than some European countries
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Asset Class Reports
US equities: Past, present and future
Are US equity valuations in bubble territory?
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Asset Class Reports
Powerful currents transforming energy
Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector
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Asset Class Reports
Are the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
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Special Report
Investment services: Accessing China's bond market
Access to China’s fixed-income market is cheaper and easier than ever
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News
Joseph Mariathasan: The importance of Africa’s demographic dividend
The successful development of African economies and regions could be crucial to Europe as well
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News
Joseph Mariathasan: Climate change and Asia
The effects of global warming and rising sea levels are being felt most keenly in countries in Asia
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Asset Class Reports
US Treasuries – still safe?
Rising US government debt levels are posing a conundrum for bond investors
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Features
IPE Perspective: Two sides to the MMT premise
Is there any merit in functional finance versus classical economic theory?
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Special Report
Multi Boutiques
Can multi-affiliate boutique structures combine the benefits of consolidation with the cultural advantages of smaller, focused managers?
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Special Report
Indices and Benchmarks: The Chinese dam breaks
Global bond indices have started including the Chinese domestic bond markets in their benchmarks