All articles by Joseph Mariathasan – Page 11
-
Interviews
Strategically speaking: Neuberger Berman
This year is a milestone for Neuberger Berman. It marks the 10th anniversary of the re-emergence of the firm as an independent, employee-owned in-vestment manager, as well as the 80th anniversary of its founding
-
News
Joseph Mariathasan: Rebuilding America’s middle class
The 2020 US presidential race has begun in earnest with a number of Democratic Party contenders
-
News
Joseph Mariathasan: ESG’s challenge to economic theory
Traditional economic thinking needs to change to keep up with the adoption of ESG strategies
-
Asset Class ReportsPrivate equity: An expanding universe
A significant growth in direct lending has helped boost the private equity market
-
Asset Class ReportsVenture capital: Venturing further in Europe
The European venture capital market is increasingly attractive
-
Special ReportAsset managers: New fee models
The growing passive investing trend is forcing investment managers to offer new fee structures
-
News
Joseph Mariathasan: Coping with autocracies
Should investors accept it when companies acquiesce to requests from autocratic regimes?
-
News
Joseph Mariathasan: Nuclear needs warming up
Hitachi seems likely to abandon plans to build a nuclear power station in Wales due to a lack of firm investor commitments. This follows the abandonment by Toshiba of a nuclear project in Cumbria last year. The loss of several nuclear power plants not only leaves a gaping hole in ...
-
News
Joseph Mariathasan: ESG investing – beyond virtue signalling
UK supermarket chain Iceland’s high-profile ban on palm oil may not be the best route to cleaning up supply chains
-
Special ReportEquity risk premium: The X factor
Although central to financial theory, the equity risk premium is hard to apply in practice
-
Asset Class Reports
High yield: Coping with a new environment
This year high-yield investors will have to weather not only the winding up of quantitative easing but additional political challenges
-
Asset Class Reports
Banking debt: The paradox of bank debt
The peculiarity of bank debt is that it can be issued by institutions with strong balance sheets
-
News
Joseph Mariathasan: What should drive ESG investing?
Mathematical measures are not the best way of assessing the effectiveness of ESG strategies, argues Joseph Mariathasan
-
News
Joseph Mariathasan: China’s evolving ESG standards
IPE’s contributing editor gives his perspective on a panel debate from last week’s IPE Conference
-
Special Report
Strategy Selection: Is it worth the risk?
Investors in multi-asset strategies must make sure they understand all the risks involved
-
Special Report
Multi-Asset Funds: A flexible way to generate income
Multi-asset funds that take account of investor goals and time horizons could provide steady income
-
Asset Class Reports
Global Equities: Valuation vagaries
Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions
-
Special Report
UK In-house Management: Is it better in-house?
In-house asset management can deliver cost savings, control and overall value benefits but for complex or short-term strategies external management may offer better value for money
-
Asset Class Reports
Central Banks: Be wary of the bulls
Opposing views on the timing and effects of quantitative tightening suggest investors should be cautious of high valuations
-
News
Joseph Mariathasan: Reporting on natural capital
Can an integrated profit and loss account help quantify the environmental impact of a company’s operations?
