All articles by Joseph Mariathasan – Page 13
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News
Joseph Mariathasan: Preparing for infrastructure to take off
Infrastructure needs a better descriptive framework to outline the universe of opportunities available to investors
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Asset Class Reports
Euro-zone: What comes after QE?
The euro-zone is on an exit route from quantitative easing
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News
Joseph Mariathasan: Can technology alone transform education?
Investment opportunities in the education sector are as exciting as health care, but harder to identify
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News
Joseph Mariathasan: The Grand Challenge of an ageing society
A meeting of minds spearheaded by a UK consultancy aims to address fundamental issues facing societies across the world
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Special Report
A shifting relationship with China
Europe could benefit as a result of increasing trade tensions between the People’s Republic and the US
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Interviews
Strategically speaking: AXA IM
Half Italian, half Swedish, CEO of a French company but resident in London, Andrea Rossi embodies what he would like his tenure to be remembered for – diversity
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Asset Class Reports
Time for new alpha ideas
New products are making hedge funds look like an expensive way to access alpha
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News
Joseph Mariathasan: India is on the verge of success
There are more ways than just equities to access India’s growth story
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News
Joseph Mariathasan: ‘An open China heralds a more beautiful spring’
Contrasting China’s opening markets with the US’s protectionist retreat
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Special Report
Space: The final frontier
A reduction of costs is enabling disruptive applications that use satellite-derived data
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Asset Class Reports
US Equities: A time to focus on value
Investing into a market with such high valuations presents a challenge
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Features
Direct Lending: Becoming bankers
As balance sheet capital requirements mean banks step away from lending, institutional investors are replacing them
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News
Joseph Mariathasan: Fading glories and rising stars
Lessons for Italy and Europe from one of China’s growing tourist hubs
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News
Joseph Mariathasan: Why a Danish inn suggests a post-Brexit trade problem
The restoration of Danish links with India suggest post-Brexit trade deals for the UK will not be straightforward
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News
Joseph Mariathasan: What to do about high-frequency trading?
Four years after Michael Lewis’s Flash Boys, questions about high-frequency trading remain
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News
Joseph Mariathasan: Factor investing – is it overcrowded?
The debate about valuations and overcrowding in factor-based strategies shows no signs of abating
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Asset Class Reports
High Yield: New risks and opportunities
The positive global economic outlook brings possibilities for investors in high-yield and credit
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Asset Class Reports
Contingent convertibles: Cocos are here to stay
Investors find cocos a good bet, especially in times of rising interest rates
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Asset Class Reports
Asset allocation: An expanding universe
Sub-investment-grade debt markets are becoming more sophisticated and fund managers have taken note
