All articles by Joseph Mariathasan. – Page 7
-
Features
The end of a perfect storm
Investors need to safeguard against complacency having grown used to double digit returns over recent years, Joseph Mariathasan argues
-
Features
What will scare Goldilocks?
How long can the benign corporate credit market continue? Joseph Mariathasan asks whether surprises may be around the corner
-
Features
Going beyond organic growth
An ability to add value in a tougher market is what distinguishes the better private equity firms from their less dynamic peers, argues Joseph Mariathasan
-
Features
Where next for mega funds?
Despite the increased risks associated with mega funds, their popularity among private equity investors shows little sign of waning. Joseph Mariathasan reports
-
Features
Giving banks a run for their money
What makes a good index? Joseph Mariathasan looks at the development of the Euro MTS in the context of the crowded market for bond indices in Europe
-
Features
East-West divide still exists
When playing the global opportunity set within fixed income, Europe still has some catching up to do with the US. Joseph Mariathasan reports
-
Features
Pas de deux or danse macabre?
With a universe of 4,000 stocks and a raft of specialist managers how do investors exploit this extraordinary marketplace? Joseph Mariathasan reports
-
Features
Ten or 12 funds set to dominate
Joseph Mariathasan looks at where the private equity market is heading and asks whether now is the time to subject them to regulatory scrutiny
-
Features
No easy entry strategy
Opinion is divided on whether European small and mid caps can add sufficient value to a manager’s overall portfolio. Joseph Mariathasan reports
-
Features
Encompassing a multitude
To regard EMD as a single asset class is wrong, particularly now the rise of local currency debt is now such a major factor when investing. Joseph Mariathasan reports
-
Features
Putting the case for alternatives
While bonds and cash may have more liquidity than alternatives, the latter can produce higher long-term yields. Joseph Mariathasan reports
-
Features
Is there scope for active management
Whatever your views about the valuation of the US large-cap market, because of its predominance – amounts to 35% of world cap – you cannot ignore it, writes Joseph Mariathasan
-
Features
What is driving the marketplace?
The asset backed market is set to grow and overtake corporate bonds in Europe. Joseph Mariathasan reckons this is just one of the changes facing active bond managers
-
Features
Address the fundamentals
If you ask the question why invest in emerging market equities, the answer is pretty straightforward: emerging market economies are going to be a much more significant part of the global economy in the future and growth rates are generally higher than developed countries. Jim O’Neil at Goldman Sachs estimates ...
-
Features
Europeans play pick and mix
As the deepest and most liquid market in the global investment universe, the US debt market cannot be ignored. But while it may provide an ocean of liquidity, has demand for US Treasuries, particularly from foreign investors, turned the ocean sterile for investors looking for sustenance? As Alex Over, director ...
-
Features
Learn to love tight spreads
We live today, in a somewhat surreal world where, as Tim Bond, the author of the Barclays Capital Equity Gilt Study points out, £800bn (€1.2trn) of final salary UK pension schemes are trying to buy £41bn of long dated index-linked gilts, which he likens to an elephant trying to squeeze ...
