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

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

Responsible Investment listen 43 min
January 2021

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

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

Recent

The CIO Agenda:
Asian Equities After the Coronacrisis

Discretionary watch 28 min
November 2020

The CIO Agenda:
Asian Equities After the Coronacrisis

In the fifth episode of our CIO webinar series, Sandy Rattray and Andrew Swan discuss factors that will dictate returns in emerging-market Asian equities and the opportunities for alpha generation.

Views From the Floor

Views read 4 min
November 17 2020

Views From the Floor

In this week’s edition: what can we expect from the much-anticipated Covid-19 vaccine?; and what happens if factor volatility becomes a regime change?

The Bond Problem

Discretionary read 38 min
November 2020

The Bond Problem

With little income remaining from yield, investors are right to question the logic of hedging historically expensive equities with historically expensive bonds.

Views From the Floor

Views read 5 min
November 10 2020

Views From the Floor

In this week’s edition: South Korean exports point to a slowing recovery; US inflation is at a crossroads; and a US election that markets are regarding as a glass half full.

How to Save the World: Leadership, Purpose and Stakeholder Capitalism

Responsible Investment listen 60 min
November 2020

How to Save the World: Leadership, Purpose and Stakeholder Capitalism

Paul Polman, Co-founder of IMAGINE and former CEO of Unilever, discusses the pandemic, stakeholder capitalism and leadership.

Limitations of Liquidity Risk Frameworks

Discretionary read 11 min
November 2020

Limitations of Liquidity Risk Frameworks

We investigate some best practices around liquidity risk, with a focus on: a risk management toolkit needed to monitor, analyse and control liquidity risk; the limitations of these tools; and how investors can address these limitations.

Post the US Elections: What Next?

In Focus read 4 min
November 04 2020

Post the US Elections: What Next?

The US elections may have passed. But other issues remain: the pandemic, the arrival of vaccines and all the economic uncertainty attributable to return of economic activity to pre-Covid levels.

Views From the Floor

Views read 2 min
November 03 2020

Views From the Floor

The percentage of stocks beating the S&P 500 Index over the trailing 12 months drops to an ominous threshold; and what if we told you that mega-cap tech is one of only a few sectors that’s actually justified in its valuation?

The CIO Agenda:
We Need to Talk About Inflation

Views watch 30 min
October 2020

The CIO Agenda:
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.

Views From the Floor

Views read 4 min
October 27 2020

Views From the Floor

Failures of pricing: are markets incorrectly valuing the implications of Biden’s tax plans and the conclusion of Brexit negotiations?

Patience

Discretionary read 8 min
October 2020

Patience

A combination of the US election, a slowing second derivative of growth, slight tightening in financial conditions and, of course, the blasted virus are reasons why we believe investors should wait patiently before adding risk.

Archive

The Path Towards Best Managed, Best Governed

Responsible Investment listen 30 min
December 2018

The Path Towards Best Managed, Best Governed

Good governance requires boards to prioritise stakeholder relationships and long term-investment, says Lord Ian Livingston.

Views From the Floor

Views read 4 min
December 04 2018

Views From the Floor

In this week’s edition – Europe: A glass half empty?; A rising tide that sinks all boats; and crude talk.

Views From the Floor

Views read 6 min
November 27 2018

Views From the Floor

In this week’s edition – Is Bitcoin Dead?; The Center Cannot Hold; Credit Rumblings; and Value: A Factor in All Seasons.