All articles by Joseph Mariathasan – Page 22
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Features
An asset class gaining currency
Currency weakness in emerging markets against a strong US dollar has tended to give a misleading picture of the potential opportunities in the asset class
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Asset Class Reports
Holistic approaches to EM debt exposure
Asset allocation is key to successful investment in emerging markets. But the real task is working out how best to invest among the wide range of assets and strategies available
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News
IPE Views: Greece's obstacles to stayin' alive
Joseph Mariathasan debates whether the euro-zone has done enough to stimuate Greek economic growth
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News
IPE Views: Tail risk protection or Texas hedge?
Is diversification at all costs the right decision, wonders Joseph Mariathasan
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News
IPE Views: How to create Europe's answer to Silicon Valley
Creating the right environment for venture capital may be more useful for Europe’s long-term future than anything politicians could do, writes Joseph Mariathasan
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News
Greece: When politics becomes theatre
The Greek crisis will be a turning point for Europe, but it is for political leaders and not the ECB to decide in which direction, argues Joseph Mariathasan
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Features
US Equities: Elephant in the room
The US equity market is the elephant in the room for any institutional investor. It has also been a very excitable elephant with the S&P500 reaching all-time highs in the first half of 2015
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Asset Class Reports
Investing In US Equities: It’s the economy, stupid
The prospects for US equity markets depend largely on the performance of the underlying economy
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Asset Class Reports
US Equities: US banks lose lustre
Dodd-Frank and other post-crisis regulation have changed the US banking sector with structurally lower returns on equity
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News
Chronicle of a death foretold: But is it Greece or the euro-zone?
The argument must be made that there is a special relationship that ties countries within the EU together, argues Joseph Mariathasan
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News
IPE Views: What governments should do with financial markets
The debate over what governments should and should not be doing in finance is more important than ever, says Joseph Mariathasan
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News
IPE Views: Is Pascal the solution to climate change?
IPE contributing editor Joseph Mariathasan applies Pascal’s Wager to the climate change debate
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Features
Sovereign wonderland
Potential investors in Europe’s sovereign bond markets may feel they have stepped into Alice in Wonderland. Many sovereign debt markets are offering return-free risks, and negative bond yields make a mockery of traditional explanations of the time value of money. What we are seeing is the end result of two powerful but opposing forces within Europe that reflect the chaotic responses to the global financial crisis.
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Special Report
Tail risk parity
Risk parity approaches can be redesigned to tackle the possibility of extreme market events
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Asset Class Reports
Grexit and euro-zone ratings
Greece’s exit from the EU could cause other countries to follow, and ultimately lead to the destruction of monetary union
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Special Report
Risk parity and commodity investing
Joseph Mariathasan assesses the role of risk parity strategies in commodities
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Special Report
The unique case of Greece
The tribulations of recent years have turned Greece into a unique case within the euro-zone
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Asset Class ReportsEuro-zone sovereign bonds: A parallel world
Regulation continues to push European pension funds to invest in euro-zone government debt at increasingly unattractive yields
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Special ReportRegulatory environment still weighted against Europe's ABS market
The European market for asset-backed securities has ample potential but suffers as a result of an unfavourable regulatory regime
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News
IPE Views: Can Europe win the dengue race?
Joseph Mariathasan explores the impact of – and possible solution to – the growing dengue epidemic
