All articles by Joseph Mariathasan – Page 16
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Asset Class ReportsUS Equities: Opportunities in infrastructure
The scale of infrastructure spending being promoted by the Trump administration suggests a role for private-sector funding
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Special ReportInterview: China – the new frontier for Hooley
State Street’s CEO Jay Hooley has found inspiration in China’s digital strategies, but doing business there has proved tough. Interview by Joseph Mariathasan
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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News
Joseph Mariathasan: The Macron phenomenon
France’s new president is a stark contrast to counterparts in the US and UK, but his work has only started
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NewsJoseph Mariathasan: Green shoots for European ABS?
Potential reforms of asset-backed securities regulation in Europe could unlock €150bn of capital
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Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
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Asset Class Reports
US Treasuries: Dampener on Trump’s promises
The Trump administration seems to be moving away from the president’s radical campaign rhetoric
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Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
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News
Joseph Mariathasan: Venezuela – is the risk priced in?
Venezuela may be a mess, but what counts is whether asset prices reflect the risks
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News
Joseph Mariathasan: The decline of India's infrastructure buyers
Time for a rethink of India’s infrastructure policy to tap foreign institutional money
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Asset Class Reports
Sovereigns look for private boost
Joseph Mariathasan says the long-term goals of sovereign wealth funds mean they can tap the potential of private markets
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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News
Joseph Mariathasan: Pension fund trustees' top five mistakes
Prioritise asset allocation over small matters and maintain a long-term investment time horizon
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NewsJoseph Mariathasan: Strategy selection vs manager selection
Picking the right approach to global equities can prove more valuable to selecting managers
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Asset Class ReportsInvesting In European Equities: Worrying times
Political uncertainty in Europe poses dangers and offers opportunities. Joseph Mariathasan investigates
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Features
India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
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News
Joseph Mariathasan: Investors and the antibiotic crisis
Investor power can help reduce the emergence of antibiotic-resistant diseases
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NewsJoseph Mariathasan: The case for active in emerging markets
Volatility driven by currency and fund flows means EM investors should steer clear of passive
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Asset Class Reports
Expect surprises in European high yield
Joseph Mariathasan assesses the European high-yield market at a time when political risks are set to dominate investors’ thinking
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Special ReportSpecial Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
