Man Group

In a world of information overload, we aim to provide clear-thinking narrative. This section contains our group-wide insights, from the weekly ‘Views From the Floor’ to our thoughts on responsible investment.

Man Group

Our group-wide insights, from the weekly ‘Views From the Floor’ to our thoughts on responsible investment.

Show content areas

Featured

The CIO Agenda – Episode 4: We Need to Talk About Inflation

Views watch 30 min
October 2020

The CIO Agenda – Episode 4: We Need to Talk About Inflation

The current extremes in deflation, inequality and debt mean the conditions are right for several major investment regime shifts in the next decade. In the fourth episode of our CIO webinar series, Sandy Rattray, Ben Funnell and Teun Draaisma discuss these potentially dramatic changes in the investment landscape; from paper to real assets, Growth to Value, and traditional assets to alternatives.

Britain Revisited: UK Outlook Post Covid-19

Discretionary read 9 min
October 2020

Britain Revisited: UK Outlook Post Covid-19

Why we believe the UK may well outperform other developed markets over the next 12 months.

Recent

Views From the Floor

Views read 3 min
September 15 2020

Views From the Floor

This week, it’s all about factors: how is Value coping in a Growth-driven world?; and an assessment of usefulness of factor indices.

Big Pharma’s Vaccine Quest May Give Injection of Respect

Responsible Investment read 5 min
September 2020

Big Pharma’s Vaccine Quest May Give Injection of Respect

Firms may not see instant profit from a Covid-19 cure, but it could win the industry the public approval it needs.

Podcast: Data Science on the Buy Side

Multimedia listen 20 min
September 2020

Podcast: Data Science on the Buy Side

Man Group’s Gary Collier, CTO of AlphaTech, and Hinesh Kalian, Director of Data Science, appear as guests on an episode of the Global Trading Podcast, to discuss the state of data science on the buy side, spanning its evolution, current challenges and the outlook.

Views From the Floor

Views read 5 min
September 08 2020

Views From the Floor

How has tech volatility affected the options market?; and the return of animal spirits in M&A volumes.

Drawdowns

Academic Research read 1 min
September 2020

Drawdowns

What type and size of drawdown should cause you to change an investment manager? We offer five main conclusions.

Views From the Floor

Views read 4 min
September 01 2020

Views From the Floor

What would average inflation targeting mean for assets?; and the housing market that is simultaneously booming and defaulting.

Views From the Floor

Views read 4 min
August 25 2020

Views From the Floor

Whatever happened to Brexit? We consider the outlook for UK assets as negotiations grind on; and a brief look at stock splits in relation to efficient markets.

Views From the Floor

Views read 2 min
August 18 2020

Views From the Floor

In this week’s edition: fear and FOMO in metals; and what do analysts really think?

It’s Time for ESSG

Responsible Investment read 5 min
August 2020

It’s Time for ESSG

Writing in Environmental Finance, Robert Furdak, Jason Mitchell and Steven Desmyter discuss why stewardship is an integral part of ESG.

How the EU’s Climate Bank Is Financing the Future

Responsible Investment listen 56 min
August 2020

How the EU’s Climate Bank Is Financing the Future

Listen to Jason Mitchell discuss with Andrew McDowell, Vice President of the European Investment Bank (‘EIB’), about how the EIB is positioning itself as the EU’s climate bank.

Views From the Floor

Views read 3 min
August 11 2020

Views From the Floor

An increase in the likelihood of capital controls in Turkey; and the changing nature of budget deficits in the UK and US.

Podcast: A Sea Change in Responsible Investing

Responsible Investment listen 69 min
August 2020

Podcast: A Sea Change in Responsible Investing

Jason Mitchell, Co-Head of Responsible Investment at Man Group, appears as a guest on an episode of the ‘Impact Leaders - Impact Investment and Performance with Purpose’ podcast.

Archive

Views From the Floor

Views read 3 min
October 23 2018

Views From the Floor

In this week’s edition - we look at the correlation between bonds and equities; and why we’re bullish on oil stocks.

The Attractions of Free Cash Flow for Factor Investing

Discretionary read 5 min
October 2018

The Attractions of Free Cash Flow for Factor Investing

What makes free cash flow an effective metric?

Panic + Attractive Valuations = Opportunity in Emerging Markets?

Discretionary read 6 min
October 2018

Panic + Attractive Valuations = Opportunity in Emerging Markets?

A contrarian value case for emerging markets has slowly emerged, in our view.