All Interviews articles – Page 10
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InterviewsOn the record: Private credit
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
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InterviewsHow we run our money: Amonis
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy
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InterviewsOn the Record: Lower yields
After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields
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InterviewsHow we run our money: ZVK
Gregor Asshoff (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts
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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.
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InterviewsHow we run our money: PGB
Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications
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InterviewsOn the Record: Emerging markets
We asked two pension funds whether the distinction between emerging and developed markets still makes sense
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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
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InterviewsHow we run our money: Eni
Carlo di Gennaro, head of global group pensions at Eni, tells Carlo Svaluto Moreolo how the oil and gas company is streamlining its pension strategy
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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.
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Interviews
On the record: China
We asked two pension funds to tell us about the case for investing in China and their experience with investing in the country
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InterviewsOn the Record: Tough times at home
We asked two pension funds to share their views about investing in Europe at this crucial juncture for its economy
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InterviewsHow we run our money: CPEG
Grégoire Haenni, CIO of CPEG, the public pension fund for the Swiss canton of Geneva, explains the fund’s multidimensional approach to asset allocation
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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.
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Interviews
On the Record: The volatility question
We asked two European pension funds how they view, and invest in, the hedge fund sector at a time when volatility is structurally low
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InterviewsHow we run our money: Railpen
Andrea Ash (pictured), investment director at RPMI Railpen, tells Carlo Svaluto Moreolo about the UK pension fund’s private markets strategy
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Interviews
Strategically speaking: Research Affiliates
Self-described lifelong quant Rob Arnott finds the quantitative-investing industry often guilty of “overhyping and overselling” ideas
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Interviews
On the record: Delivering on our promise
Dmytro Sheludchenko of Sweden’s AP1 buffer fund explains how it constructs and manages its factor-investing portfolios
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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.
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InterviewsHow we run our money: APK Pensionskasse
Christian Böhm, CEO of Austria’s APK Pensionskasse, talks about the organisation’s blend of dynamic and long-term investment strategy
