Man Institute: Bringing Together Minds at Man Group

From bite-sized snapshots and expert opinions to in-depth academic research and perspectives, Man Institute offers thought-provoking insights from across Man Group.

The CIO Agenda: What Happened to Quant (Equity) in 2020?

Ori Ben-Akiva, Director of Portfolio Management at Man Numeric, joins Sandy Rattray and The CIO Agenda to discuss the challenges quant (equity) strategies faced in 2020 and the factors that will drive their success.

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Our take on the most pressing issues for investors today.

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Bringing together expert-led panel discussions, presentations, analysis and guest speakers to showcase the best of Man Group.

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Views

Independent thinking, unconstrained by a house view, is what sets Man Group apart. Explore these views here.

Academic Research

Academic advisers and an academic advisory board make up part of Man Group’s DNA. Their research is fundamental to our success.

Multimedia

Videos and podcasts on topics that matter, from responsible investment and market moves to academic research.
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Views

Independent thinking, unconstrained by a house view, is what sets Man Group apart. Explore these views here.

Academic Research

Academic advisers and an academic advisory board make up part of Man Group’s DNA. Their research is fundamental to our success.

Multimedia

Videos and podcasts on topics that matter, from responsible investment and market moves to academic research.

Featured

Man FRM Early View - February 2021

Views read 8 min
March 2021

Man FRM Early View - February 2021

A strong month for hedge funds despite the risk-off end to February.

More Than a Factor Bet: The Need for Active Responsible Investment

Responsible Investment read 8 min
March 2021

More Than a Factor Bet: The Need for Active Responsible Investment

Is responsible investment just a factor and sector bet, a sophisticated cover for sticking it all on green? The short answer is no. RI balances portfolios, and provides risk management and alpha.

Recent

Views From the Floor – How Much Can the US Government Borrow?

Views read 5 min
February 02 2021

Views From the Floor – How Much Can the US Government Borrow?

As the size of the US government debt increase, will this lead to inflation or interest rate rises?; expensive stocks dominate trading; and the wealth effect supporting the idea of a Roaring Twenties in the UK.

Q1 Strategy Outlook: Credit Revised to a Near-Term Opportunity

Views read 18 min
January 2021

Q1 Strategy Outlook: Credit Revised to a Near-Term Opportunity

We have revised credit to a near-term opportunity set as we have already seen a substantial recovery, while our outlook has become increasingly positive in other areas such as event-driven strategies.

Rally Drivers: Retail Day-Trading and the Short Squeeze

Discretionary read & watch 24 min
January 2021

Rally Drivers: Retail Day-Trading and the Short Squeeze

Coordinated retail day traders have driven up the price of several stocks to ‘squeeze’ the short positions of major hedge funds. Peter van Dooijeweert gives his views on the recent market volatility, how options trading has become weaponised and what investors can do to manage their portfolios in these situations.

The CIO Agenda: What Happened to Quant (Equity) in 2020?

Views read & watch 16 min
January 2021

The CIO Agenda: What Happened to Quant (Equity) in 2020?

Ori Ben-Akiva, Director of Portfolio Management at Man Numeric, joins Sandy Rattray and The CIO Agenda to discuss the challenges quant (equity) strategies faced in 2020 and the factors that will drive their success.

How to Beat a Depression: Lessons from Franklin Delano Roosevelt

Discretionary read 8 min
January 2021

How to Beat a Depression: Lessons from Franklin Delano Roosevelt

A common Covid response to the virus has been to invoke the legacy of President Franklin Delano Roosevelt. We dig into that dramatic period of economic history to see what specific actions FDR took to break free from the secular stagnation of his time.

Views From the Floor – Value Bad, Quality Worse

Views read 3 min
January 26 2021

Views From the Floor – Value Bad, Quality Worse

2020 was a bad year for Value, but even worse for Quality; and as credit creation slows, China attempts to weaken the yuan.

The Start of a New Growth Cycle

Discretionary read 6 min
January 2021

The Start of a New Growth Cycle

We already notice something special about 2021: the very narrow bullish consensus among market commentators for equities over bonds, credit over duration, high yield over investment grade, Value over Growth and international markets versus the US. We agree with this consensus.

ESG Investing - Luck Versus Skill? Duke University's Campbell R. Harvey Discusses

Responsible Investment read & listen 43 min
January 2021

ESG Investing - Luck Versus Skill? Duke University's Campbell R. Harvey Discusses

Jason Mitchell discusses luck versus skill in ESG investing with Duke University Professor Campbell R. Harvey.

Views From the Floor

Views read 3 min
January 19 2021

Views From the Floor

This week, all things volatility: why higher equity vol is here to stay; and the value in bond vol.

The End of the Emerging-Market Bounce?

Discretionary read 17 min
January 2021

The End of the Emerging-Market Bounce?

We believe that it is prudent to remain cautious on emerging markets for five reasons: overall debt burdens; Chinese credit impulse; deteriorating conditions in developed markets; currencies; and positioning.

The ESG Case for the Oxford/AstraZeneca Vaccine

Responsible Investment read 6 min
January 2021

The ESG Case for the Oxford/AstraZeneca Vaccine

When it comes to the Covid-19 vaccine, it pays not to profit from disaster.

Green Strings Attached – The EU Bailout and the Roadmap to 2050

Responsible Investment read 5 min
January 2021

Green Strings Attached – The EU Bailout and the Roadmap to 2050

The 'Next Generation EU' bailout fund is a model of green conditionality and may be the shape of things to come.