All Strategically Speaking articles

  • Nick Hamilton

    Australia’s Challenger takes credit and affiliates global

    July/August 2024 (Magazine)

    Some 2.5 million Australians are set to retire over the next decade, according to the country’s Treasury. This ageing population has challenged Australia’s A$3.6trn (€2.3trn) superannuation fund sector, and the industry as a whole is pivoting more heavily towards the decumulation phase.

  • Eric Adler

    PGIM looks to grow private credit

    June 2024 (Magazine)

    Like other managers, PGIM has grown its private assets and alternative credit franchise as clients – both within the group and external – have broadened their allocations across the real assets and alternative credit universes. 

  • Karen Kharmandarian

    Thematics Asset Management’s CIO on themes and investment challenges

    May 2024 (Magazine)

    Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.

  • Rich Nuzum 2

    Mercer’s Rich Nuzum: soft skills are the hardest in investment governance

    April 2024 (Magazine)

    Mercer’s recent acquisition of Vanguard’s outsourced chief investment officer (CIO) business and its sale of two administration units points to changes in asset management as firms continue to focus on core activities. 

  • Tatjana Greil Castro

    Muzinich’s Tatjana Greil Castro on credit fundamentals

    March 2024 (magazine)

    In one of the meeting rooms of the London office of Muzinich & Co are displayed a series of bond certificates from the past. 

  • Russell-Korgaonkar_4693cfca99663a084ee7f8d33a377e7af8f563f8e6868ee6ba8b0fd4a71a51d8e2d1

    Systematic trading for long-term investors

    February 2024 (magazine)

    Man Group, the investment management company listed on the London Stock Exchange since 1994, was founded in the City of London in 1783 by James Man as a sugar brokerage firm. 

  • ​Martin Horne

    Barings: A bond investor for changing times

    January 2024 (Magazine)

    Martin Horne is the new global head of public assets at Barings bond investor, but he is a bond guy through and through. 

  • Feira capital

    Fiera Capital: Montreal’s succession story

    December 2023 (Magazine)

    If Fiera Capital were a retail store it might need a big shop window. It is perhaps better known in the institutional world outside Canada for strategies like real assets but Fiera is a full-service asset manager that is also a big deal in its home town of Montreal.

  • Hartley Rogers-373

    Opening private markets to smaller investors

    November 2023 (Magazine)

    “One of the biggest differentiators for us in comparison to other private markets businesses is our focus on the use of technology within the business,” says Hartley Rogers, chair of Hamilton Lane. 

  • Stan Mosse

    Stan Moss, Polen Capital CEO: High conviction is the lifeblood of investing

    October 2023 (Magazine)

    The shift in macroeconomic conditions throughout 2022 must have been a relief for active managers from one perspective at least. For over a decade of low interest rates and low volatility they have had fewer chances to showcase their skills.

  • Paul Lorentz

    Paul Lorentz, Manulife Asset & Wealth Management: Canada to Europe, via Asia

    September 2023 (Magazine)

    Values are changing rapidly in the world of asset management. Leaders come and go, but perhaps less so than in the past, and loyalty to a company is increasingly appreciated by clients, as a sign of commitment and stability.  

  • Johnson Jenny

    Franklin Templeton’s Jenny Johnson: Finding the way through the noise

    July/August 2023 (Magazine)

    When Jenny Johnson arrives, the atmosphere changes. She is composed, smiling and friendly and her boundless energy fills the room.

  • Rendu de Lint, Christel

    Vontobel: Builders in a changing landscape

    June 2023 (Magazine)

    Christel Rendu de Lint, a veteran of Swiss asset and wealth management, sees herself as a builder. This claim has justification given her track record at UBP, where she built a fixed-income capability from scratch to CHF20bn (€20.5bn) over 12 years.


    LCH: The other side of the mirror

    May 2023 (Magazine)

    Isabelle Girolami undoubtedly has a strong background in financial services, having worked for a range of very different institutions in very different roles. She was COO at the fixed income division of BNP Paribas, before going on to a similar role at Bear Stearns, the bank that failed early in 2008 and which was subsumed into JP Morgan. Prior to her current role at LCH she was global head of markets at Crédit Agricole.

  • Stefanie Drews Nikko AM

    Nikko Asset Management: Complex, creative thinking

    April 2023 (Magazine)

    Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian. 

  • Marshall_Robin-9958

    Bain Capital: Vintage private equity

    March 2023 (Magazine)

    “In our world,  it is quite easy to describe what we do, but it is very hard to do it,” says Robin Marshall, partner at Bain Capital. That statement encapsulates the concept of private equity and is also an effective introduction to his firm. Private equity may be a straightforward idea, but in reality it is an incredibly complex undertaking, which is why the asset class remains a non-core allocation within institutional portfolios.

  • Ian Simm 2

    Impax rides the sustainability wave

    February 2023 (Magazine)

    One investment analyst sums up Impax Asset Management as a “pure sustainability play”. And certainly, according to founder and CEO Ian Simm, the core thesis of Impax is to “make the most of the investment opportunities offered by the transition to a more sustainable economy”. These are “on the scale of the Industrial Revolution”, Simm believes.

  • Euan Munro 1

    Newton’s Euan Munro: Seeking the best of both worlds

    January 2023 (Magazine)

    Euan Munro has built a formidable reputation in asset management, developing a major multi-asset absolute return strategy at Standard Life Asset Management in the 2000s. But the fortunes of his once mighty Global Absolute Return Strategy (GARS), now managed by Abrdn, have wavered as multi-asset strategies have fallen out of favour.

  • ZAOUATI_Philippe_007

    Mirova’s Philippe Zaouati: realistically optimistic

    December 2022 (Magazine)

    Asset management CEOs tend to be a clever bunch, but there cannot be many who are familiar with the work of Antonio Gramsci, the 20th century Italian socialist philosopher. 

  • 010.Pierre-Antoine-de-Selancy-scaled

    17Capital’s Pierre-Antoine de Selancy: Navigating NAV lending

    November 2022 (Magazine)

    Pierre-Antoine de Selancy has just left a meeting with his company’s new majority shareholder, Oaktree, and is running a little late. His days are busy. De Selancy is founder and managing partner of 17Capital, a London-based boutique specialised in providing NAV finance to private equity managers.