All articles by Joseph Mariathasan – Page 15
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Asset Class Reports
India and China: A promising growth story
Hedge funds are increasing their presence in emerging markets
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Asset Class Reports
Alternative beta: Facing new challengers
Investors are seeing the value of alternative risk premia in diversifying risk
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News
Joseph Mariathasan: Who can survive the bite of a FANG?
The continued success of technology mega-stocks is having a profound impact well beyond their share prices
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News
Joseph Mariathasan: Quantitative tightening's biggest test
The wider political effects of unconventional monetary policy could prove the hardest to resolve
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Asset Class ReportsIndia: An investment conundrum
Structural changes could make it worth considering an allocation to Indian equities
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Asset Class Reports
Emerging markets: An outdated concept
The countries covered by the term emerging markets today have such diverse economies that the label could be misleading for investors
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Special Report
China shifts to tech
China is moving from being an emulator of western technology to a hi-tech innovator in its own right
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News
Joseph Mariathasan: What drives Chinese growth?
The six mega-trends that investors must understand to get to grips with China
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Country ReportJoseph Mariathasan: Are consultants the referees or the players?
The UK’s Competition and Markets Authority needs to know what game is being played before assessing the rules
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News
Joseph Mariathasan: Blundering and blustering in Korea
Diplomacy in the Korean peninsular is a much better option than “fire and fury”
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Asset Class Reports
Be ready when QE makes way for QT
Market distortions created by quantitative easing could prove fertile grounds for investors when central banks switch to quantitative tightening
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NewsJoseph Mariathasan: Finance, Society and Sustainability
A review of actuary and economist Nick Silver’s new book on ESG investing
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News
Joseph Mariathasan: The ethics of advertising need more scrutiny
The Bell Pottinger case raises deeper questions about advertising and related industries
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Asset Class Reports
Indices fail to measure up
Global bond indices have serious flaws including a low weighting in emerging markets
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News
Joseph Mariathasan: How should pension funds invest in EM?
Investors should reassess emerging market strategies and consider private equity
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News
Joseph Mariathasan: Should trustees resurrect in-house managers?
Pension fund trustees may not get objective asset allocation advice from fund managers or investment consultants
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News
Joseph Mariathasan: Greece – is there hope?
With the troubled country returning to bond markets, there may finally be reasons to be cheerful in south-east Europe
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News
Joseph Mariathasan: Argentina’s 100-year bond
Are backers of the South American country’s ultra-long-term government debt being wise or foolish?
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News
Joseph Mariathasan: The changing face of emerging markets
Extreme political risk is usually seen as a characteristic of emerging markets rather than developed
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Asset Class Reports
US Equities: Survival in the internet onslaught
The new disruptive environment is having a profound effect on the types of businesses that can survive and prosper
