All articles by Joseph Mariathasan – Page 5
-
FeaturesCreating investable opportunities for caring for the elderly
The world is ageing and the liberal democracies in the developed markets are among the fastest in that respect. China, having had 35 years of a one child policy from 1980 to 2015, also faces the challenges of dealing with a rapidly ageing population. Many working adults face a future of caring for two parents and four grandparents as a result.
-
Asset Class ReportsUS banks lead a boom in debt issuance
Capital requirements and locking in cheap funding have prompted banks to issue more bonds, but Europe lags behind
-
Asset Class ReportsABS stages a comeback
‘Punitive’ regulations and onerous policies in the wake of the financial crisis saw the ABS market shrink dramatically. But complexity and an illiquidity premium offer opportunities for pension funds
-
Asset Class ReportsTech: Uncertain future as FAANG stocks mature
Innovative tech giants deliver many societal benefits, but concerns over personal data misuse and market power abuse could elicit regulatory responses that inadvertently stifle innovation
-
Asset Class ReportsThe end of social media as we know it?
Increased scrutiny of the power of Facebook, Twitter and Google to influence public opinion may force shareholders to make some uncomfortable decisions
-
Book ReviewBooks: How a small island helped shape modern China’s world view
The Gate to China: A New History of the People’s Republic & Hong Kong by Michael Sheridan, HarperCollins, 2021
-
Opinion PiecesCo-investment newcomers need to be selective
The US and UK are seeing a diminishing number of companies in the listed markets whilst the private equity (PE) markets are booming. For investors, that raises a number of issues, of which fees are an important one. Private equity fees are much higher than those of listed equity managers.
-
Asset Class ReportsCo-investment: A capital idea
Co-investment can offer attractive deals to private equity investors but considerable funds are needed to access these opportunities
-
FeaturesSaudi Arabia at the crossroads
As the liberal democracies of the world resign themselves to dealing with the aftermath of the US pull-out from Afghanistan, they face the fact that, as former UK prime minister Tony Blair stated recently, “despite the decline in terrorist attacks, Islamism, both the ideology and the violence, is a first-order security threat”.
-
![Kato Mukuru photo (2)[1]](https://d3ese01zxankcs.cloudfront.net/Pictures/100x67/8/6/6/117866_katomukuruphoto21_973480_crop.jpg)
Asset Class ReportsCreating impact in Africa
Companies in Africa traditionally look to private equity to raise capital, providing vast opportunities to PE investors
-
Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
-
Asset Class ReportsAsset Allocation: Mixed prospects emerging
COVID and political risks may have affected EMs in different ways but there are still many opportunities in such a diverse asset class
-
FeaturesAgriculture: Time to rethink farming
The latest report from the Intergovernmental Panel on Climate Change (IPCC), released in August, provides grim reading. According to the summary for policymakers: “It is unequivocal that human influence has warmed the atmosphere, ocean and land. Widespread and rapid changes in the atmosphere, ocean, cryosphere and biosphere have occurred.”
-
Asset Class ReportsSmall caps: There for the taking
Incorporating the wide range of data available today into investment processes can open up a wealth of new opportunities
-
Asset Class ReportsPE is back in the running
The case for more investing in private equity is becoming compelling as the number of listed companies declines
-
Opinion PiecesOpportunities beyond the traditional approach to PE
The many thousands of fast-growing small and mid-sized companies globally represent the potential giants of tomorrow, and also provide a fertile hunting ground for those seeking superior investment opportunities.
-
FeaturesAfrica’s challenge for Europe
“Europe needs to create a new ‘spice route’ through Africa to the markets of Asia”. That was what Martin Schoeller, managing director of the Schoeller Group, a diversified services company with a focus on sustainability, told me in a discussion on the need for greater European investment in Africa.
-
FeaturesPerspective: Swensen’s legacy grows
The late David Swensen achieved a remarkable performance edge for the Yale Endowment, can it be replicated by pension funds
-
FeaturesESG & private markets: Crying out for standards
Growing awareness of ESG is fuelling pressure for definitive metrics to assess company performance
-
FeaturesEuropean venture capitalists finally adopting ESG
Many would argue that venture capital (VC), at its core, has a positive impact on the world as it is driven fundamentally by the desire to solve society’s problems. But there is a contradiction between that driving mission, and the reality of the slow adoption of ESG into the consciousness and the investment processes of VCs and their assets.
