All articles by Joseph Mariathasan – Page 18
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NewsJoseph Mariathasan: The benefits of a UK sovereign wealth fund
The ultimate risk-taker – the state itself – could give UK pension funds a real boost, writes Joseph Mariathasan
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News
Joseph Mariathasan: The unsurprising rise of populism
Joseph Mariathasan considers Radek Sikorski’s keynote speech at this year’s IPE Conference in Berlin
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News
Joseph Mariathasan on India’s precarious financial markets
Joseph Mariathasan explores how India might get its financial house in order after a botched currency demonetisation
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Asset Class Reports
Investing In Hedge Funds: Emerging strategies
Joseph Mariathasan explores the universe of emerging market hedge fund strategies
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Interviews
Strategically speaking: Barings
“An asset manager brand is very important. But, it is not the brand that defines people in the firm, it is the people who will define the brand.” That is the view of Tom Finke, CEO of Barings
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Features
India: All to play for
The signs suggest India is poised for dramatic improvements in its economy. But there are challenges around job-creation, education and manufacturing
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News
Joseph Mariathasan: Trump, LDI and defaulting government debt
Are sovereign-debt defaults are a natural conclusion to our current path, Joseph Mariathasan asks
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Asset Class ReportsInvesting In Emerging Market Equities: The tide begins to turn
Emerging market equities are finally seeing inflows, but are these justified? Joseph Mariathasan investigates
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Asset Class Reports
EM portfolios can gain from balance
Investors looking to optimise their exposure to emerging markets should not limit themselves to strategies that focus only on large companies and countries
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Special Report
Asset Allocation: The 60/40 question
Joseph Mariathasan asks how multi-asset managers are seeking to prove their worth in a low-return, high-correlation world, when a 60/40 equity/bond portfolio looks hard to beat
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News
Joseph Mariathasan: Europe’s pharmaceutical and biotech industries
Europe’s pharmaceutical sector must find a way to emulate US biotech, Joseph Mariathasan writes
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News
Joseph Mariathasan: Can active management survive?
The challenges faced by traditional fund managers aren’t going away any time soon
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News
Joseph Mariathasan: Learning from India's Unique Identification Authority
World governments would do well to learn from India’s ambitious identification programme, writes Joseph Mariathasan
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Asset Class Reports
Equity Dividends: Default risk changes landscape
The prospect of government defaults should lead pension schemes to review their approach to liability-driven investment
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Special Report
Emerging debt attractions
Institutional investors have under-invested in emerging market corporate debt so far, but Joseph Mariathasan finds the asset class’s attractive fundamentals mean this may change soon
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Asset Class Reports
Investment Approaches: Reasons to be cheerful
With 30,000 potential stocks in the global equities universe, picking the right investment approach may be more important than the right manager, argues Joseph Mariathasan
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News
Joseph Mariathasan: Creating value in private equity buyouts
Joseph Mariathasan considers London Business School research aiming to quantify PE’s true value
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News
Joseph Mariathasan: Has India's Modi delivered on his promises?
The prime minister’s timidity in the face of much-needed reform is astonishing, writes Joseph Mariathasan
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Asset Class Reports
Big picture remains positive
Joseph Mariathasan surveys the prospects for emerging market debt in the world’s main regions
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News
Joseph Mariathasan: Market volatility, and coping with crowded trades
How do you explain market volatility when no one single event can be blamed, wonders Joseph Mariathasan
