All articles by Joseph Mariathasan – Page 9
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Asset Class Reports
Emerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
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Asset Class Reports
Small & 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
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Asset Class Reports
ESG awareness grows
Smaller companies are realising they must keep up with ESG and impact-investing standards to remain successful
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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?
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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
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Special Report
US-China trade war: A trembling world
The trade conflict between the two largest economies is reverberating across the world
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Asset Class Reports
Defining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
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Features
Briefing: Sri Lanka after the bombings
The tragic Easter Sunday bombings have devastated tourism, a key plank of the economy
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Special Report
Portfolio strategy – The good things about commodities
Commodities can provide portfolio diversification as well as a cushion against inflation shocks
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News
US 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
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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
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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
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News
Joseph Mariathasan: Markowitz, Friedman and the crucial debate on ESG
Should the interests of company shareholders trump those of all other stakeholders?
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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
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Asset Class Reports
US equities: Past, present and future
Are US equity valuations in bubble territory?
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Asset Class Reports
Powerful currents transforming energy
Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector
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Asset Class Reports
Are the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
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Special Report
Investment services: Accessing China's bond market
Access to China’s fixed-income market is cheaper and easier than ever
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News
Joseph Mariathasan: The importance of Africa’s demographic dividend
The successful development of African economies and regions could be crucial to Europe as well
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News
Joseph Mariathasan: Climate change and Asia
The effects of global warming and rising sea levels are being felt most keenly in countries in Asia