All articles by Joseph Mariathasan
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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AnalysisEurope must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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AnalysisCan UK DC pension schemes plug the venture capital funding gap?
Europe is becoming an exciting place for tech start-ups, but they are receiving little support from European pension funds, which have eschewed venture capital since the bursting of the dotcom bubble in the late 1990s.
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Asset Class ReportsValuations for AI-related firms are starting to heat up
There are concerns that the market for acquiring artificial intelligence-related companies is showing signs of overheating
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Asset Class ReportsWhy emerging market debt deserves more scrutiny
Investors are becoming more sophisticated in how they approach emerging market debt
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Special ReportHave factor investing strategies had their day?
Factors have inspired indices, spin-offs and a variety of investment strategies but it has become hard to argue that they will offer investors a persistent future premium
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Asset Class ReportsLocal currency debt markets now more compelling
Bond yields are now more attractive because local central banks hiked interest rates sooner than their developed market counterparts
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AnalysisThe Red Emperor: Xi Jinping and his new China
Visiting China in the late 1990s and early 2000s was an exhilarating experience for any business traveller. There was a sense that the country was opening and moving forward
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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FeaturesNAV finance takes hold as a niche form of private credit
Private equity investments are by their nature illiquid, which is why PE general partners (GPs) raising a new fund only call on the committed capital when it needs to be deployed in a new investment – and that may be up to a few years after the fund closes.
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Special ReportPrivate equity in India: growth of a new investment class
Private equity had a faltering start in India, but the market is maturing and offering plenty of opportunity
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AnalysisDeep-tech startups: from academic know how to commercial viability
Many would argue that universities have been set up in the pursuit of knowledge for its own sake, so perhaps the idea of seeking commercial applications for university research detracts from the beauty of that ideal. That certainly was the attitude in Oxford when I completed my own doctorate in physics four decades ago. But times have changed and the UK, and Europe more generally, is desperate to encourage the growth of innovative companies that can rival those being churned out in the US.
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AnalysisDevelopment banks need to be more transparent to mobilise private capital
The UN’s Sustainable Development Goals (SDGs) have caught the imagination of impact-oriented investors, as achieving them requires mobilisation of private capital on a massive scale. However, taking on the risks associated with many of the SDG-oriented investment goals is too much to bear for many private investors.
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Asset Class ReportsMagnificent seven stocks suck up capital from other sectors
Concentration of US equity markets around a handful of names remains an intractable issue
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AnalysisWhat happens if we burn all the carbon?
As someone who started his career working for Shell International (albeit four decades ago when fossil-fuel-induced global warming was not an issue that we were aware of), I do not believe that oil companies are inherently evil.
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Asset Class ReportsSmall-cap equities struggle as giants surge ahead
Small caps are finding it difficult to make inroads in a world dominated by the Magnificent Seven
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AnalysisSmall island states turn to institutional investors to protect oceans
Small island developing states may have a total population of only around 65 million, but through their exclusive economic zones they control about 30% of oceans and seas, according to the International Institute for Sustainable Development (IISD).
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Asset Class ReportsThe quest for innovation in sustainable fixed income
Japan’s climate transition bond is the latest in a string of innovative developments in sustainable fixed income
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Asset Class ReportsClosing the data gap in green, social and sustainability-linked bonds
Luxembourg’s bourse has capitalised on its experience as a green bond hub
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Asset Class ReportsGreen bonds reach escape velocity
The green bond market looks set to grow further, despite pressure from many sides and key questions over their function
