All Strategically Speaking articles – Page 3
-
InterviewsStrategically Speaking: Insight Investment
Insight Investment’s asset management roots are in the structural shift over the past two decades to closed-book defined benefit (DB) pensions in the UK and elsewhere.
-
InterviewsStrategically Speaking: Ambienta
In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable.
-
InterviewsStrategically speaking: Saker Nusseibeh, Federated Hermes
At first sight, the two sides of Federated Hermes seem culturally distinct. Federated is a staid, family-controlled, and Pittsburgh-based money manager with a history of providing services to bank trust departments. Hardly a hotbed of ESG or shareholder engagement, you might think.
-
FeaturesStrategically Speaking: Asoka Woehrmann, DWS
DWS has just unveiled a new, simplified global structure. CEO Asoka Woehrmann explains how the reorganisation will allow the firm to focus on its key business lines
-
InterviewsStrategically speaking: Dimensional Fund Advisors
“Implementing the great ideas in finance for clients” is the stated mantra of Dimensional Fund Advisors’ founder and executive chairman David Booth. But at times of market stress and volatility, such as this year and in March in particular, even the most sophisticated and long-term-focused investors can question the validity of great ideas.
-
InterviewsStrategically speaking: GQG Partners
As an employee-owned boutique asset manager, GQG Partners is inherently more resilient than many other investment firms, according to chairman and CIO Rajiv Jain
-
Special ReportStrategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
-
Interviews
Strategically speaking: Old Mutual Alternative Investments
Africa looks set to account for over half of the world’s population growth between now and 2050, according to the UN. Thanks to a young population and a high fertility rate, Africa’s population could exceed 2bn, making it the fastest-growing continent in that respect.
-
InterviewsStrategically Speaking: Aspect Capital
Over the last few years, Aspect’s diversification strategy has involved generating alternative income streams from new programmes and reducing the cost base
-
InterviewsStrategically speaking: QMA
QMA’s CEO Andrew Dyson explains why current market dislocations arguably represent the biggest investment opportunities of the last decade – if not of the last 25 years – for value investors
-
InterviewsStrategically speaking: Scientific Beta
I am probably a little bit uncompromising,’’ says Noël Amenc, the founding CEO of Scientific Beta, the provider of factor indices and strategies. To those who know him that is an understatement.
-
InterviewsStrategically speaking: Generali Investments
A year into Generali’s ambitious growth plan, it looks set to meet its promises
-
InterviewsStrategically speaking: Wells Fargo Asset Management
By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” he says.
-
InterviewsStrategically speaking: APG
If people ask Peter Branner why he moved from Sweden to the Netherlands to run the asset management arm of APG he might tell them that he is in effect chief investment officer for more than a quarter of the Dutch population
-
InterviewsStrategically speaking: Muzinich & Co
We are living in Disneyworld,” says George Muzinich, the CEO and chairman of Muzinich & Co, a New York-based investment manager specialising in corporate credit.
-
Interviews
Strategically speaking: Montanaro Asset Management
As a Europe-focused small and mid-cap manager, the decision of London-based Montanaro Asset Management to launch its Better World fund, a global impact focused fund after a 27-year track record as a European house, was most certainly a change in strategic direction.
-
Interviews
Strategically speaking: Research Affiliates
Self-described lifelong quant Rob Arnott finds the quantitative-investing industry often guilty of “overhyping and overselling” ideas
-
InterviewsCheyne Capital Management: High-impact debt investor
The growth of non-bank lending in Europe is often mentioned as a trend that could radically transform the European economy. This remains to be seen, but if banks gradually give some of their dominance in the lending market, then firms such as Cheyne Capital Management stand to benefit.
-
Interviews
Strategically speaking: Neuberger Berman
This year is a milestone for Neuberger Berman. It marks the 10th anniversary of the re-emergence of the firm as an independent, employee-owned in-vestment manager, as well as the 80th anniversary of its founding
-
InterviewsStrategically speaking: Sumitomo Mitsui Trust Asset Management
Following the group’s reorganisation, SMTAM’s David Semaya outlines ambitious plans to widen their international expansion
