All articles by Joseph Mariathasan – Page 8
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FeaturesInvestment Strategy: Towards sustainable portfolio theory
This year marks the 30th anniversary of the 1990 Nobel prize in Economics given to Harry Markowitz, William Sharpe and Merton Miller. IPE is marking this in several ways. The first event took place at the IPE annual conference in Copenhagen in December 2019, with a panel discussion following on from the showing of a delightful video. The video was based on a few days that TOBAM CEO Yves Choueifaty and I spent with Markowitz in his office in San Diego in June of that year and showed Markowitz’s charm and humility despite his great achievements.
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Asset Class ReportsCredit: Investment grade credit markets in a pandemic
The COVID crisis has brought profound changes to the credit markets
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Asset Class ReportsPortfolio strategy – Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
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FeaturesCorporate Purpose: Shareholders or society?
The COVID-19 pandemic recovery phase is a chance to reshape global economies into new sustainable models
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FeaturesNuclear power: The need for nuclear
Nuclear energy is key to tackling the existential challenge posed by climate change
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Asset Class ReportsEmerging market equities – Quant strategies closing the gap
Quant strategies in emerging markets are still behind those in the developed world but they are catching up
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Asset Class ReportsEmerging market equities – India & China
India and China offer a template to understand future perspectives in light of COVID-19
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FeaturesFixed Income & Credit: High-yield worries grow
Global high yield and loans still offer attractive returns but the worry is about the stage we are in the credit cycle
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Opinion PiecesThe case for a UK sovereign wealth fund
In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.
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FeaturesFixed Income & Credit: Potential for adventures
Emerging-market local-currency corporate debt is under-explored by global investors
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InterviewsPerspective: Striving for net zero
Günther Thallinger, a member of the board of management at Allianz and chair of the steering group of the UN-convened Net-Zero Asset Owner Alliance, spoke in Davos about the role of asset owners in reducing carbon emissions
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Opinion PiecesDavos Diary: Benefitting all stakeholders
January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world
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AnalysisEquities – European banks see light ahead
The European banking sector is moving into positive territory as the tough regulatory pressure of recent years levels off
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Special ReportThere is still a place for multi-managers
Despite their shortcomings, there is a case to be made for multi-manager hedge funds
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AnalysisModi’s India: The red lights are flashing warnings
Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation
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Special ReportDiversification: Public versus private markets
The rise of private market investing is generating huge challenges for investors
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FeaturesAre cryptocurrencies an asset class for institutional investors?
Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?
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FeaturesPerspective: André Hoffmann – Green results, not greenbacks
Roche heir and pharmaceutical tycoon André Hoffmann outlines his view of a more sustainable model of capitalism
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FeaturesGDP numbers spread fake news
GDP is a measure of economic activity rather than wealth creation. As such, it can give misleading signals about the health of an economy
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Asset Class ReportsFixed Income – European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
