All articles by Joseph Mariathasan – Page 19
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Asset Class Reports
US Equities: Oil & Gas - Fuel for thought
After a period of high volatility, the recent rally in the global energy sector has brought some hope but the question is whether the rebound is the result of sentiment or a symptom of fundamental change
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Asset Class Reports
US Equities: Implications of the US election
Joseph Mariathasan looks at what investors might expect from the two presidential hopefuls
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Asset Class Reports
Investing In US Equities: Valuations - Clouded by uncertainties
Uncertainties over Fed interest rate rises and the outcome of the presidential election have compounded questions about the value of US equities
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Asset Class Reports
US Equities: Beating the S&P
Fund managers might do better to focus on generating excess return in credit markets than selecting outperforming stocks
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News
Joseph Mariathasan: How to make European venture capital grow
For European VC to truly flourish, private sector funding must increase, argues Joseph Mariathasan
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News
Joseph Mariathasan: Brexit's terra incognita
Europe’s failure to hammer out differences could usher in enormous uncertainties, Joseph Mariathasan warns
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News
Joseph Mariathasan: Divining the end of the Oil Age
Joseph Mariathasan considers the likely trajectories of oil prices
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Special Report
Infrastructure Debt: A niche strategy
There are many reasons why infrastructure debt should feature in LDI strategies for UK pension funds. But do not expect a huge growth in allocations, says Joseph Mariathasan
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Asset Class Reports
Brexit – are Gilts a haven?
Joseph Mariathasan asks how the potential UK exit from the European Union would affect the sovereign debt markets
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Asset Class Reports
Investing In Government Bonds: Low yields, high interest
The euro-zone sovereign debt market is distorted by negative yields and quantative easing. Joseph Mariathasan assesses solutions to the situation
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News
Joseph Mariathasan: European venture capital falling behind
European VC may be on the rise, but it still lacks the big ideas, writes Joseph Mariathasan
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News
Joseph Mariathasan: The pas de deux of private equity and small caps
IPE contributing editor compares merits of private equity with those of small caps
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Asset Class Reports
Secondaries move up the ladder
The secondary market has become an integral part of the private equity universe. Even big sovereign wealth funds are participating
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Special Report
Oil & Gas: In search of moats
Joseph Mariathasan asks whether investors should take a bullish or a bearish stance on the low oil price
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Asset Class Reports
Investing In Private Equity: Megafund magnets
While there is a great deal of activity in the private equity market, the big inflows of investment are mainly going to the large funds
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Special Report
Credit Outlook: Selective opportunities
Investors are re-examining credit fundamentals following the strong market gyrations of early 2016. But, as Joseph Mariathasan finds, there are still concerns about spread levels, liquidity and on-going concerns about the macroeconomic environment
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Book Review
Book Review: An energy supply for life
Joseph Mariathasan reviews Wade Allison’s Nuclear is for Life: A Cultural Revolution
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Special Report
Direct lenders take up bank slack
Lower levels of bank lending are opening up opportunities for private debt, according to Joseph Mariathasan
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NewsJoseph Mariathasan: Should investors revisit local-currency EMD?
Joseph Mariathasan weighs the pros and cons of local-currency emerging market debt
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NewsJoseph Mariathasan: The benefits of shareholder activism
Joseph Mariathasan assesses the merit of so-called activist funds
