All articles by Joseph Mariathasan – Page 3
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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.”
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AnalysisLondon’s Lord Mayor Nicholas Lyons outlines his plan to raise £50bn from pension funds for UK growth assets
The road to hell is paved with good intentions. This aphorism can perhaps well describe the current state of the UK’s investment ecosystem. Despite Europe’s largest pension market at £2.5trn (€2.9trn), the UK economy has been starved of risk capital through a series of legislative and regulatory decisions.
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FeaturesPancakes for lunch with Nobel laureate Harry Markowitz
Harry Markowitz, Nobel Laureate and founder of Modern Portfolio Theory, passed away in June this year. Much has been written about his contribution to the development of modern finance theory. Less, though, on Harry as a person.
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FeaturesDigital health revolution ramps up
The world is at the beginning of a digital health revolution. This has been accelerated by the COVID pandemic that forced radical shifts in doctor/patient interactions, and supercharged by the emergence of OpenAI’s ChatGPT that brought generative artificial intelligence (AI) to the forefront and pulled the potential of AI in healthcare into the limelight.
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FeaturesUK venture capital: spinning out for success
Academic research produces excellent technology and medical firms, but the funding is not always available to take things further
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Asset Class ReportsFixed income & credit – Sustainability-linked bonds
Sovereigns and other issuers are yet to embrace sustainability-linked bonds but issuance is growing
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Asset Class ReportsEquities – Does location matter in the corporate listings debate?
The number of listed companies have fallen dramatically, but London remains a preferred global financial centre
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FeaturesBlackRock executive pegs inequality with new opportunity index
“Inequality is both a risk and an opportunity that should be measured,” says Gavin Lewis in a conversation about his book ‘The Opportunity Index: A solution-based framework to dismantle the racial wealth gap’. Growing up in a single parent household without a father in Tottenham, a predominantly black area of London with high poverty levels, Lewis is well qualified to have a view on inequality. But as a managing director at BlackRock, is he also an example of the exception that proves the rule?
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FeaturesTackling the sustainability conundrum
With climate change and the loss of biodiversity seen as potential existential risks for humanity, it has become imperative to create and implement a sustainable form of capitalism
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Asset Class ReportsFixed income – Europe's investment-grade market makes a comeback
Investors are showing tentative signs of interest as spreads tighten
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Country ReportUK: Can the country turn a flawed investment ecosytem around?
Decades of complex legislation has fuelled many unanticipated consequences, which has seen pension funds invest less in riskier listed equities and illiquid assets
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Asset Class ReportsEmerging market equities – Rise of the Gulf equity markets
The Gulf region is changing dramatically and provides growing opportunities for emerging market investors
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Asset Class ReportsEmerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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FeaturesThe West should understand the strengths and limitations of Enterprise China
China is fast becoming the West’s bogeyman. Yet a hard decoupling of the two would be a lose-lose situation for both. Despite the tensions, private companies face the challenge of creating viable strategies for interactions with China that could make the difference between success and bankruptcy.
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FeaturesCentral banks and the weaponisation of finance
The US has been a global power since the second world war. But it was during the interval between the collapse of the USSR in 1991 and the rise of China in the 21st century that the US was perhaps the single global hegemon.
