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 CIO Agenda: Alpha Opportunities and Hidden Costs in Trading

Podcasts read & listen 37 min
July 2021

The CIO Agenda: Alpha Opportunities and Hidden Costs in Trading

Emidio Sciulli joins Sandy Rattray on The CIO Agenda to discuss how investors can extract more alpha from their trading strategies.

Strategic Execution Trajectories – Key Findings

Academic Research read & watch 12 min
July 2021

Strategic Execution Trajectories – Key Findings

In this video, Anthony Ledford and Professor Alessio Figalli discuss the key findings from their recent academic paper, Strategic Execution Trajectories, which discusses how to minimise transaction costs in trading.

Recent

What if ESG Could Solve the Global Housing Crisis?

Responsible Investment read 7 min
June 2021

What if ESG Could Solve the Global Housing Crisis?

In cities across the world there is a global crisis of housing affordability; the answer to this crisis may lie in a socially conscious approach to property investment.

How to Defend Against Inflation

In Focus read 7 min
June 2021

How to Defend Against Inflation

Analysis shows it pays to own oil, gold and wine, and possibly also a bitcoin if and when inflation bites.

Views From the Floor – Where Are We With Inflationary Measures?

Views read 4 min
June 08 2021

Views From the Floor – Where Are We With Inflationary Measures?

Inflation – what indicators do we care about, and which are flashing red?

Reflections on Risk: Asset Selection

Academic Research read & watch 1 min
June 2021

Reflections on Risk: Asset Selection

Campbell R. Harvey explains why strategies with positive convexity may offer an important degree of insurance in times of crisis.

Reflections on Risk: Strategic Rebalancing

Academic Research read & watch 2 min
June 2021

Reflections on Risk: Strategic Rebalancing

Using market signals to time portfolio rebalancing has the potential to improve your risk profile, especially during market drawdowns.

Reflections on Risk: The 2020 Sell-off

Academic Research read & watch 2 min
June 2021

Reflections on Risk: The 2020 Sell-off

The Covid-19 drawdown offered a real-time test of the team’s risk-management theories.

Reflections on Risk: Risk Targeting

Academic Research read & watch 1 min
June 2021

Reflections on Risk: Risk Targeting

The predictability of risk can help you make better portfolio decisions and mitigate drawdowns, argues Campbell R. Harvey.

Views From the Floor – A Perfect Storm for Logic Semiconductors

Views read 3 min
June 01 2021

Views From the Floor – A Perfect Storm for Logic Semiconductors

How much longer should we expect this logic semiconductor chip shortage to last? And what sectors do well when faced with rising raw material costs?

The CIO Agenda: Solving the UK's Housing Crisis

Podcasts read & listen 24 min
May 2021

The CIO Agenda: Solving the UK's Housing Crisis

Shamez Alibhai, Head of Community Housing at Man GPM, joins Sandy Rattray and The CIO Agenda to discuss the UK’s housing shortage.

Views From the Floor – Equity/Bond Correlations From the Options Markets’ Perspective

Views read 5 min
May 25 2021

Views From the Floor – Equity/Bond Correlations From the Options Markets’ Perspective

The market has increasingly been focused on recent equity/bond correlations and the potential risk for both equities and bonds to sell off together. But does that marry with the options market?

The Future of Quant Investing

Events read & watch 45 MIN
May 2021

The Future of Quant Investing

How should investors think about quant in their portfolios? Sandy Rattray, Russell Korgaonkar and Robert Moore discuss their thoughts at the Unconventional Quant Summit 2021.

Alpha Extraction: Lessons From the World of Fast Trading

Events read & watch 27 MIN
May 2021

Alpha Extraction: Lessons From the World of Fast Trading

There are two crucial steps of the alpha extraction process: portfolio construction and trade generation. Man AHL's Emidio Sciulli and Sophia Chami share their findings from years of research on these topics at the Unconventional Quant Summit 2021.

Archive

Views From the Floor

Views read 3 min
July 09 2019

Views From the Floor

What could happen if the Federal Reserve did implement precautionary rate cuts?; and the reasons not to read too much into the UK construction PMI number.

How to Save the World: Green Bonds and Central Bank Regulation

Podcasts read & listen 40 min
July 2019

How to Save the World: Green Bonds and Central Bank Regulation

The Bank of England’s Michael Sheren discusses how financial markets can be incentivised to fund sustainable infrastructure.

Views From the Floor

Views read 4 min
July 02 2019

Views From the Floor

Over the past few months, we have argued that we think the cycle still has some way to run. This week, we highlight developments that could prove otherwise.