All articles by Joseph Mariathasan – Page 9
-
Asset Class ReportsBuilding ABS confidence
European regulators are promoting a ‘gold standard’ for asset-backed securities
-
Asset Class ReportsPrivate Equity: Finding the right metric
It is hard to compare the performance of private equity investments
-
Special ReportESG: A new dawn
How can private equity firms avoid suspicions of greenwashing as the industry embraces ESG?
-
Asset Class ReportsIntangible assets – Dealing with intangibles
The global growth of companies with relatively limited physical assets presents challenges for investors
-
Asset Class ReportsEmerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
-
Special ReportInvestment Process: A recipe for confusion
The shift to ESG has inadvertently led to divergence of opinion over the best metrics to use
-
Asset Class ReportsEmerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
-
Asset Class ReportsSmall & mid-cap equities: Public or private markets?
Public markets are shrinking while private markets are attracting huge amounts of capital. But it is still not clear which is the better bet
-
Asset Class ReportsESG awareness grows
Smaller companies are realising they must keep up with ESG and impact-investing standards to remain successful
-
News
Joseph Mariathasan: India and the US – a new special relationship?
Can and should the world’s most populous democracy, India, be in formal alliance with the world’s most powerful democracy, the US?
-
News
Joseph Mariathasan: Shareholders or stakeholders?
Corporations are able to operate without the impact of their activities fully priced into their profit and loss statements
-
Special ReportUS-China trade war: A trembling world
The trade conflict between the two largest economies is reverberating across the world
-
Asset Class ReportsDefining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
-
FeaturesBriefing: Sri Lanka after the bombings
The tragic Easter Sunday bombings have devastated tourism, a key plank of the economy
-
Special ReportPortfolio strategy – The good things about commodities
Commodities can provide portfolio diversification as well as a cushion against inflation shocks
-
NewsUS Business Roundtable: A victory for the good guys?
Joseph Mariathasan explores the implications of an influential US business group’s new stance on the purpose of a corporation
-
News
Joseph Mariathasan: Climate change and central banks
The debate over climate change is certainly heating up – both metaphorically and literally – and could have a profound impact on how central banks behave
-
News
Joseph Mariathasan: The drums of war beat ever louder
Iran could provide major investment opportunites across a variety of sectors and industries – but geopolitical tensions mean these are shut off to most investors
-
News
Joseph Mariathasan: Markowitz, Friedman and the crucial debate on ESG
Should the interests of company shareholders trump those of all other stakeholders?
-
News
Joseph Mariathasan: China’s city cluster plan – a lesson for Europe?
China plans to grow links between its major cities to create regional powerhouses with populations bigger than some European countries
