All articles by Joseph Mariathasan – Page 10
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Asset Class ReportsUS Treasuries – still safe?
Rising US government debt levels are posing a conundrum for bond investors
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FeaturesIPE Perspective: Two sides to the MMT premise
Is there any merit in functional finance versus classical economic theory?
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Special ReportMulti 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
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News
Joseph Mariathasan: Should the West blame China for the trade war?
For China, catching up with the US and Europe means climbing the intellectual property ladder – and it is well positioned to do that
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News
Joseph Mariathasan: Sri Lanka, radical Islam and what comes next
The tragic Easter Sunday bombings in Sri Lanka were a surprise and a revelation to both Sri Lankans and the world at large
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Special ReportMulti-asset strategies: New tools
Quantitative easing has distorted the fixed-income markets, resulting in an increased need to manage liquidity within credit strategies
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Asset Class Reports
Hedge Funds - Technology: The next generation
Advances in artificial technology and computing power are opening paths to new hedge funds strategies
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Special Report
Trade Finance: Funding tradewinds
Trade finance can offer an illiquid position in a volatile market, but its idiosyncratic nature can dissuade investors
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Asset Class ReportsCryptocurrencies: A match made in heaven – or hell
Cryptocurrencies could offer handsome returns to hedge funds. Or they could be a disaster
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News
Joseph Mariathasan: Satellites’ ‘PC moment’ has profound implications
Vastly reduced costs of launching and building satellites opens up range of new opportunities
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News
Joseph Mariathasan: Nuclear safety, bad science, and climate change
Changing attitudes to nuclear safety have implications for proponents of – and investors in – sustainable energy
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Asset Class ReportsInnovation is key for pharma
Europe’s pharmaceuticals sector must be innovative to stay ahead of global rivals
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Special ReportFactor investing: The paradox of low volatility
Despite scepticism by some investors, low-volatility investing does appear to work, especially during market downturns
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Asset Class ReportsEuropean Equities - Auto sector: Rough road ahead
Europe’s automotive industry faces global challenges ranging from emissions standards to trade disputes and radical transformation of the industry
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News
Joseph Mariathasan: Accessing China’s bond markets
Bond Connect and other programmes aim to open up a huge market in onshore China bonds. What’s still stopping investors?
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NewsJoseph Mariathasan: The quantitative tsunami retreats
Is the tidal wave of QE-driven liquidity about to reduce? And can emerging markets return to winning ways?
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Asset Class ReportsIssuance: Down but not out
The huge growth of BBB-rated credits in the investment-grade sector has raised some concern but there are opportunities for investors
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Asset Class ReportsRatings: When corporates can trump sovereigns
Several factors can place corporate credit ratings higher than that of the domicile country
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Asset Class ReportsInvestment Grade Credit: Veering between extremes
Capital markets are fluctuating between optimism and pessimism
