Njara Rakotonanahary

How long have you worked in fund selection, and what do you enjoy most about the role?
I have worked in fund selection for 20 years, across hedge funds, multi-asset and Sharia-compliant strategies, focusing on manager due diligence, portfolio construction, and ongoing monitoring. What I enjoy most is blending rigorous analysis with judgment, assessing not just performance, but people, process, and discipline across market cycles and turning that into resilient portfolios that deliver for clients over the long term.

Are there any product gaps in your current offering that you are looking to address in 2026? Why are you looking to add exposure to these investment sectors?
One of the key product gaps we are addressing in 2026 is alternative asset exposure delivered through liquid formats. While investors increasingly seek diversification, income stability, and inflation protection, many remain constrained by liquidity, transparency, and regulatory requirements.

Looking ahead to 2026, which key asset allocation calls do you expect to be rewarded, and why?
For 2026, we expect select Emerging Markets and AI-related investments to be rewarded. EM offers attractive valuations and improving fundamentals, while AI remains a long-term structural growth theme best captured through a combination of liquid exposure for flexibility and illiquid exposure for deeper, long-term value creation.

Outside of work, what are your favourite activities or interests?
I enjoy swimming and jogging along the corniche, which help me stay active and clear-minded. I also love road trips, as they combine exploration, nature, and time to disconnect and reset.