All articles by Joseph Mariathasan – Page 20
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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
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Asset Class Reports
European Equities: More scope for active managers
The European economy is showing some strong signs of recovery. What does this mean for Europe’s equity markets?
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NewsJoseph Mariathasan: Where will future megacaps come from?
Joseph Mariathasan explores where the megacap companies of tomorrow might originate
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News
Joseph Mariathasan: The trouble with Chinese shopping malls
Long-term investors in Chinese shopping malls should think twice, says Joseph Mariathasan
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Asset Class Reports
Energy: Not quite meltdown
The US energy high-yield sector should not be written off, according to Joseph Mariathasan
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Features
High-yield bonds: Expect dispersion
Last year was a difficult one for high-yield bond investors, particularly in the US, driven by a collapse in metals and mining on top of the decline in oil prices
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Asset Class ReportsInvesting In High-Yield Bonds: Does fortune favour the brave?
Liquidity has plunged and performance has been poor with US metals and energy issuers suffering most greatly
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Asset Class Reports
High-yield bonds: Beyond the benchmark
Investors will need to take into account shortcomings in high-yield benchmarks and the idiosyncratic nature of markets when selecting a strategy
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News
Joseph Mariathasan: The Cold War and emerging markets
Long-term investors cannot ignore the emerging markets despite their near-term problems, writes Joseph Mariathasan
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News
Joseph Mariathasan: The impact of China's slowdown on India
India needs to focus on building a mature market economy, writes Joseph Mariathasan
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News
Joseph Mariathasan: Nutrition is a shareholder issue
Nutrition is unequivocally a shareholder issue, Joseph Mariathasan argues
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Asset Class Reports
The case for listed small-caps
The liisted small-cap and mid-cap market could be a better place for investors to start when considering a move into private equity
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Asset Class Reports
US small & mid-caps: In the land of the brave
Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued
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NewsJoseph Mariathasan: Share holders and currency exposures
Joseph Mariathasan looks into how companies should trade currency in what looks set to be a volatile year
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News
Joseph Mariathasan: China’s financial Big Bang
Institutions lacking a China strategy should ask themselves when they intend to develop one, Joseph Mariathasan writes
