All articles by Joseph Mariathasan – Page 2
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Opinion PiecesBond markets look set to become the new stewardship powerbroking arena
Investors in bond markets are starting to assume a more powerful position than equity investors to influence companies and countries. Innovation is sweeping through bond markets with the introduction of specific ‘use of proceeds’ bonds and sustainability-linked bonds.
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AnalysisA template for innovation and investment opportunity in health services
Introducing innovations into entrenched organisations is always a challenge. No more so than in the UK’s much loved, much criticised and, many would argue, barely functioning National Health Service (NHS). Yet revolutions in AI and technology should be able to transform the NHS for the better in a cost-effective manner.
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Asset Class ReportsIs India’s equity market now the new China in investors’ eyes?
Better governance and a clear economic path may put India in the lead
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Asset Class ReportsA changing Saudi Arabia proves attractive for investors
Equity market is starting to open to investors as the country liberalises strict rules
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Opinion PiecesA thematic focus on sustainability
The evidence for global temperatures rises caused by human emissions of greenhouse gasses (GHGs) has become overwhelming. That means there will have to be a huge adaptation by human societies across the globe to the reality of significant climate changes in the next few decades.
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AnalysisDemocracy: a missing ingredient in ESG?
Nearly half the world’s population is facing elections to change governments in 2024, yet democracy appears to be in decline across the globe. How should investors respond?
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Asset Class ReportsLegal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
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AnalysisInterview: Elizabeth Fernando on NEST’s new thematic strategy
Sustainability focus underlines NEST’s growing importance as a UK institutional investor
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Opinion PiecesUK equities: stop tinkering and focus on the long term
As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth.
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Asset Class ReportsUK equities fail to regain their shine
UK pension funds are abandoning domestic equities, and the country’s global weighting in indices has also declined significantly
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AnalysisMansion House reforms: UK government should embrace long-term thinking to boost the economy
Other countries have been far better than the UK at creating long-term strategies that have been maintained way beyond the five-year or shorter electoral timescales on which UK politicians focus
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AnalysisLabour market evolution: the macro trend that investors cannot ignore
Macroeconomic factors can overwhelm micro ones for investors. The impact of COVID is a good example. But the short-term impact of COVID on labour markets can mask structural trends in the evolution of labour markets that have much more profound long-term impacts, according to a paper by PGIM
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Asset Class ReportsDebt investors face European uncertainty
High interest rates and inflation are the biggest concerns as recession looms
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InterviewsLondon’s new Lord Mayor sets out his stall for the City as a centre for global problem solving
The newly elected Lord Mayor of the City of London Michael Mainelli is keen to position the City as a global problem solving hub and not just a financial services centre
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Asset Class ReportsAI: Moving from innovation to early adoption
Generative artificial intelligence (AI) capable of generating text, images and even music has stepped into the limelight after decades in the making. It will eventually have an impact across most industries, comparable to the impact of the internet. But while the world may have reached an inflection point in the usage of generative AI, a lot needs to happen before companies are positioned to take full advantage of the developments in large language models (LLMs) such as ChatGPT.
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AnalysisTrade finance – a sustainable asset class for institutional investors?
Trade financing, according to the Asian Development Bank (ADB) in an analysis from September* “is critical for enabling international commerce and driving international development and poverty reduction”.
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Asset Class ReportsPrivate equity managers reflect on AI’s power to transform healthcare
There are plenty of opportunities for investors, but the regulatory obstacles must be understood
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Asset Class ReportsCorporate borrowers in emerging markets put to the test
Many emerging market companies have healthy balance sheets and weathered the COVID crisis well. How will they fare if global growth slows?
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Special ReportAI special report: Could investment management be transformed?
While many foresee a variety of roles for artificial intelligence, critics believe it has a limited role in crucial asset management activities
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AnalysisSustainable agriculture is a growing necessity and institutional investors play a key role
Investment manager PGIM stated in a research note in May: “From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose.”
