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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Featured

The $64,000 $65,000 $57,000 Question: Bitcoin’s Place in Multi-Asset Portfolios

Discretionary read 21 min
December 2021

The $64,000 $65,000 $57,000 Question: Bitcoin’s Place in Multi-Asset Portfolios

Could Crypto be a useful diversifier in a multi-asset portfolio? And what might be an optimal allocation if so?

Views From the Floor – What Next in the Turkey Saga?

Views read 3 min
November 30 2021

Views From the Floor – What Next in the Turkey Saga?

Will we soon start seeing Turkey’s stress being spread into credit spreads?; and the UK’s labour market places pressure on the Monetary Policy Committee to hike rates.

Recent

A Sustainable Future: SEC Commissioner Allison Herren Lee on Disclosure, Materiality and Enforcement

Podcasts read & listen 33 min
October 2021

A Sustainable Future: SEC Commissioner Allison Herren Lee on Disclosure, Materiality and Enforcement

Listen to Jason Mitchell discuss with Commissioner Allison Herren Lee of the US Securities and Exchange Commission how regulatory change is reshaping ESG investing.

Views From the Floor – Molnupiravir: Get Well Soon?

Views read 2 min
October 12 2021

Views From the Floor – Molnupiravir: Get Well Soon?

Will molnupiravir get the world to re-open?; and the worst of the supply bottlenecks might be receding.

Where Will the Oil Price Go?

Discretionary read 4 min
October 2021

Where Will the Oil Price Go?

Where does a wise crowd think the oil price might go?

Views From the Floor – The Hiking Club

Views read 4 min
October 05 2021

Views From the Floor – The Hiking Club

Central banks look to join the hiking club; coal goes literally vertical; and does inflation bode well for cyclicals?

Views From the Floor - Who Will Pay For US Fiscal Spending?

Views read 4 min
September 28 2021

Views From the Floor - Who Will Pay For US Fiscal Spending?

How will the US pay for its infrastructure bill; and the real cost of energy prices rising.

Views From the Floor - Give Us a Job, or Give Us an Applicant?

Views read 4 min
September 21 2021

Views From the Floor - Give Us a Job, or Give Us an Applicant?

An exceptionally tight labour market means that firms are crying out for workers; and a wild goose chase in search of yields.

The CIO Agenda: Single-Family Rentals in a Changing US Market

Podcasts read & listen 23 min
September 2021

The CIO Agenda: Single-Family Rentals in a Changing US Market

People are looking for more living space in which to work from home. Is it time for investors to diversify their real estate exposure?

A Sustainable Future: Chris Stark, Climate Change Committee, on the Promise of COP26

Podcasts read & listen 46 min
September 2021

A Sustainable Future: Chris Stark, Climate Change Committee, on the Promise of COP26

Listen to Jason Mitchell talk to Chris Stark, Chief Executive of the UK’s Climate Change Committee, about COP26 expectations and the race to net zero.

Views From the Floor – The Lamps Are Costing More All Over Europe

Views read 3 min
September 14 2021

Views From the Floor – The Lamps Are Costing More All Over Europe

What does the increasing cost of energy mean for Europe?; and the end of the earnings revisions sweet spot.

Inflation

In Focus read 31 min
September 2021

Inflation

An ex-central banker, three academic professors and seven finance practitioners get together to discuss inflation: its relationship to unemployment, how people form expectations about it, and most importantly, whether it’s transitory or permanent.

Views From the Floor – The Show Goes On

Views read 3 min
September 07 2021

Views From the Floor – The Show Goes On

After Jackson Hole, the equities party seems set to continue; and the wage growth data which contradicts the headlines.

How to Calculate the Beta of a Portfolio to a Factor

Discretionary read 16 min
September 2021

How to Calculate the Beta of a Portfolio to a Factor

To understand risk, you have to understand the common metrics used to measure it.

Archive

Views From the Floor

Views read 5 min
November 19 2019

Views From the Floor

Counting the cost of antitrust; a short history of precautionary rate cuts; and bullish investor surveys.

Why Climate Change Is Like a Robust Optimal Control Problem

Podcasts read & listen 53 min
November 2019

Why Climate Change Is Like a Robust Optimal Control Problem

How do we recognise climate change as a risk? Bob Litterman discusses asset allocation and climate change with Jason Mitchell.

Views From the Floor

Views read 2 min
November 12 2019

Views From the Floor

The signal emanating from around the world; and fund flows and their implications.