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.

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Views From the Floor

Views read 4 min
May 26 2020

Views From the Floor

In this week’s edition: why we believe the US dollar is set to weaken; and what does this mean for emerging-market equities?

The Data on Data

Innovation read 3 min
May 2020

The Data on Data

In today’s day and age, data is often referred to as the oil that fuels the investment machine. But how does alternative data differ from more traditional data? Who uses it? What are its benefits? What should we be mindful of? In short: what is the data on data?

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Views From the Floor

Views read 3 min
May 05 2020

Views From the Floor

A week of difficult questions: can there be life after corporate buybacks stop?; has the US stock market become dangerously concentrated?; and is there room for the US dollar to depreciate?

Can COVID-19 Interrupt the ESG Trend?

In Focus read 2 min
April 2020

Can COVID-19 Interrupt the ESG Trend?

Will COVID-19 and its associated bear market interrupt the move towards RI? While a cynic would say yes, we disagree for three reasons: ESG performance, no bubble and structural drivers.

Views From the Floor

Views read 4 min
April 28 2020

Views From the Floor

In this week’s issue: China restarts its shadow banking sector, oil futures turn negative; and people are still buying the Nasdaq?!

Will the Covid-19 Crisis Be the Making of ESG for Hedge Funds?

In Focus read 4 min
April 2020

Will the Covid-19 Crisis Be the Making of ESG for Hedge Funds?

Steven Desmyter writes, in Fundfire, about the key role that hedge funds will play in the growing world of ESG investment.

Bringing Order to the Corona Chaos - Answering Five Key Questions

In Focus read 12 min
April 2020

Bringing Order to the Corona Chaos - Answering Five Key Questions

We try to answer five questions to bring order to the chaos, including: what have markets priced in?; is the policy response adequate?; and will it get worse before it gets better?

Views From the Floor

Views read 4 min
April 21 2020

Views From the Floor

In this week’s edition: lessons learned from the previous market crashes; systematic solvency concerns diminish thanks to the Fed; and the meaning of the moves in momentum.