All articles by Joseph Mariathasan – Page 26
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ASEAN as a key investment zone
Institutions are increasingly looking at diversifying their investments from other parts of Asia into Southeast Asia, writes Joseph Mariathasan.
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Asia and Emerging Markets in Global Equity portfolios
Joseph Mariathasan explores the risk and returns in allocating assets into emerging markets.
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Income approaches to equity investing
Joseph Mariathasan looks at investing for consistent returns
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India - Moving ahead despite the government
India’s latest economic reforms may offer some hope, writes Joseph Mariathasan
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UTI’s overseas offices: Turning a liability into an asset
Joseph Mariathasan looks at Unit Trust of India and its challenges and opportunities beyond the Indian market.
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The growing importance of inflation hedging in Asia
Joseph Mariathasan examines the attractions of inflation-linked bonds as an asset class.
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Capturing the key return drivers
Joseph Mariathasan studies the alternatives to traditional market weighted approaches to global equity investing
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The role of LDI in Asia
Joseph Mariathasan examines the opportunities for liability driven investment in Asia where rising wealth is also increasing liabilities for investors.
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Investing in Japan, one year after the earthquake
The Tohoku earthquake of March 2011 was one of the most devastating natural disasters of recent times. Martin Steward asks if it has changed the way investors look at their Japanese equity portfolios.
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Global equities: maintain concentration
Perhaps surprisingly, Joseph Mariathasan finds that well-managed active risk has paid off for global equity funds over recent years.
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India’s NPS: Good times and bad
Joseph Mariathasan examines the challenges in the India’s pensions system and the steps taken to achieve its aim.
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Asian sovereign funds – what drives them?
Joseph Mariathasan looks at the giants of the investment world and how an understanding of what drives their investment decisions is of interest to fund managers, governments and the wider public.
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Emerging allocations: The Tide of History
by Joseph Mariathasan - A sensible solution could be to allocate a proportion to dedicated large emerging markets strategies and the rest invested in a global strategy focused on the smaller emerging and frontier countries.
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Re-working Asian bond portfolios
One of the most striking examples of the seismic shift in global fixed income markets is the recent announcement by Standard & Poor’s that it has changed the outlook for the AAA rated US treasury bonds, the ultimate risk free asset, from stable to negative.
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Finding the rationale for private equity in Asia
Asia is seen as the big opportunity for private equity. But despite the huge growth in the number of specialist managers, there are fears that many Asian deals are attracting the ‘dumb money’. Joseph Mariathasan reports
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Asset Class Reports
Private Equity: What are funds of funds for?
Our main article identifies mid-market strategies and emerging markets as the key areas of future earnings growth in private equity. It has to be said that funds of funds providers tend to prefer this space in the US and Europe, arguing that returns are likely to be better and that they themselves cannot add much value by investing in the handful of mega funds that large institutions can invest in directly.
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India: In a league of its own
by Joseph Mariathasan - One-sixth of the world’s population lives in India. It’s the world’s largest democracy. But how attractive is it to investors?
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Hedge fund revival is underway
by Joseph Mariathasan - Investors are becoming more sophisticated in alternatives. Some are investing directly in the larger hedge funds, while using funds of funds for niche strategies and specific portfolios.
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Global Equity: Rediscovering dividends
by Joseph Mariathasan - Investors were hugely disappointed by the performance of stock markets over the past decade. Joseph Mariathasan explains why they should refocus on dividends
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India edges closer to stock lending
by Joseph Mariathasan - Soon, investors should be able to borrow and lend stocks in India. But this is not the first time it’s been tried
