All Strategically Speaking articles – Page 7

  • Interviews

    Building bridges

    March 2014 (Magazine)

    They do not come any more Australian than AMP Capital. Its parent company started life as a mutual insurer in Sydney in 1849, and is today headquartered in the city’s first skyscraper, which it financed, and which stands on the site of AMP co-founder and pastoralist Thomas Mort’s wool store. Its commanding views of the famous harbour are the backdrop to board and client meetings.

  • Interviews

    Operating in the market shadows

    February 2014 (Magazine)

    Harald Espedal has a party to get to. It is October 2013 and he is in London to celebrate Skagen Funds’ twentieth birthday with the firm’s growing UK team and a host of colleagues from Stavanger in Norway.

  • Interviews

    Not corporate governance police

    February 2014 (Magazine)

    Poor governance may have been catapulted into the headlines in recent years, but to-date few asset managers in Europe have been trying to make money through activist strategies. One that does, as part of its range of products, is London’s RWC. In 2013, RWC’s assets under management grew from $5bn (€3.7bn) to $7.5bn, which its CEO Dan Mannix attributes to “a normalisation of opportunities within the equity markets” and a general improvement in investor sentiment.

  • Sandro Pierri
    Interviews

    Drawing a virtuous circle

    January 2014 (Magazine)

    A number of prominent bank-owned asset managers have been put up for sale at various times since 2009 – a process that has not always been straightforward for the banks or the asset managers. Pioneer Investments’ proposed sale by its parent Unicredit  was finally called off in April 2011, which allowed it to focus on a new set of strategic priorities.

  • Interviews

    Low fashion, high durability

    December 2013 (Magazine)

    As Thornburg Investment Management’s fourth employee, Brian McMahon arrived in Santa Fe in 1984 around the same time as the firm acquired a second-hand fax machine from the unsuccessful presidential campaign of Walter Mondale.

  • Interviews

    Active and proud

    November 2013 (Magazine)

    Most re-brands come across as pretty superficial affairs.

  • Interviews

    M&G Fixed Income: Shining a light in the cracks

    October 2013 (Magazine)

    IPE editor Liam Kennedy sits down with M&G chief executive Simon Pilcher

  • Interviews

    Bradesco AM: Taking local global

    September 2013 (Magazine)

    Surprisingly, for its size, Bradesco has spent most of its first 50 years as a resolutely local firm

  • Interviews

    Beyond US sub-prime

    July 2013 (Magazine)

    If Philip Weingord, co-founder and CEO of Seer Capital Management, isn’t ‘Mr Structured Credit’, then co-founder and CIO Richard d’Albert would be just as good a candidate.

  • Interviews

    Of orange blood and quieting storms

    June 2013 (Magazine)

    It has been a stormy four years at ING Investment Management – but the skies are finally starting to clear. 

  • Interviews

    An emerging markets coup

    May 2013 (Magazine)

    After a burst of acquisitive growth during its years as the investment division of Lehman Brothers, Neuberger Berman’s time as an independent asset manager has instead been spent redefining its brand, building track records and expanding its global reach.

  • Interviews

    Degrees of freedom

    April 2013 (Magazine)

    It has been a busy Q1 for Artisan Partners. At the time of writing, the 19-year-old firm was on the brink of its IPO. Aiming to raise almost $330m with which to clear its loans, buy back shares and reward its pre-IPO partners, the event feels like the foundation for the firm’s next stage of growth.

  • Interviews

    Emerging markets, changing world

    March 2013 (Magazine)

    Julian Mayo, co-CIO at emerging markets specialist Charlemagne Capital, has a memory from the early 1990s that serves as a corrective to the idea of ‘de-coupling’.

  • Interviews

    The vision thing

    February 2013 (Magazine)

    “Just look at that quality!”

  • Interviews

    Focus and flexibility

    January 2013 (Magazine)

    One can tell from the name ‘Alternative Investment Group’ that this is a more venerable fund of hedge funds, pre-dating the post-dot-com stampede: it’s not exactly ‘Google-search optimised’.

  • Interviews

    Enjoying a Renaissance

    January 2013 (Magazine)

    Renaissance Asset Managers (RAM) has had a great run since it was founded as part of Renaissance Group, the Moscow-based financial services firm, in 2003.

  • Interviews

    Boutique ambition

    December 2012 (Magazine)

    Natixis Asset Management (NAM) might be less well known than other firms in the Natixis Global Asset Management (NGAM) empire, such as Boston’s Loomis Sayles or Chicago’s Harris Associates. But the Paris firm is by far the largest asset manager in its parent’s multi-affiliate structure in asset terms, in part thanks to its historic ties with France’s Caisse d’Epargne and Banque Populaire network, and its strong local roots.

  • Interviews

    Cutting through the noise

    November 2012 (Magazine)

    “There is almost universal agreement that the world needs long-term investors and, indeed, that short-termism is bad,” says Keith Skeoch, CEO of Standard Life Investments (SLI), addressing a room of European finance journalists at its Edinburgh offices. “And the reason short-termism is perceived as bad is that the charge sheet is long and serious.”

  • Interviews

    Institutional ambition

    November 2012 (Magazine)

    It probably wasn’t planned this way, but Four Capital Partners was set up by Derrick Dunne and ex-Schroders UK equities managers Tom Carroll, Ted Williams and Chris Rodgers on the precipice of the financial crisis. Established in 2006, its first UK equities fund was launched in April 2007, on the very day that New Century Financial went Chapter 11.

  • Interviews

    Life on planet TOBAM

    October 2012 (Magazine)

    Quantitative asset managers aren’t particularly noted for prioritising ESG matters.