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

Nick O’Donohoe, CDC Group, and the Future of Impact Investing

Podcasts read & listen 35 min
April 2021

Nick O’Donohoe, CDC Group, and the Future of Impact Investing

Nick O’Donohoe, CEO of CDC Group, on how development finance institutions are providing liquidity and capital during the pandemic.

Views From the Floor – The Currency Domino

Views read 2 min
April 13 2021

Views From the Floor – The Currency Domino

What happens if the US dollar weakens?; and despite everything, the VIX is still grinding down.

Recent

Views From the Floor – Is Energy the New Tobacco?

Views read 4 min
February 23 2021

Views From the Floor – Is Energy the New Tobacco?

Applying the tobacco green discount indiscriminately to energy will create some glaring pricing inefficiencies for those with the patience to position for the long term.

Alice Hill, Council on Foreign Relations, on Climate Resilience After Covid-19

Podcasts read & listen 33 min
February 2021

Alice Hill, Council on Foreign Relations, on Climate Resilience After Covid-19

Alice Hill, Senior Fellow for Energy & Environment, CFR, discusses how the climate agenda will change with the new Biden administration.

Views From the Floor – The Scramble for Tech

Views read 3 min
February 16 2021

Views From the Floor – The Scramble for Tech

The stream of capital to tech ETFs becomes a flood; and understanding how sentiment flows through financial networks.

Views From the Floor – The End of the Big Short?

Views read 4 min
February 09 2021

Views From the Floor – The End of the Big Short?

Are we witnessing the end of returns to big shorts?; wage inflation remains the missing piece of the inflation puzzle; and the surprising trend of earnings revisions.

Are Demographics Disinflationary?

Discretionary read 7 min
February 2021

Are Demographics Disinflationary?

Are aging populations disinflationary? Lots of people seem to think yes, but we’re less convinced.

Views From the Floor – How Much Can the US Government Borrow?

Views read 5 min
February 02 2021

Views From the Floor – How Much Can the US Government Borrow?

As the size of the US government debt increase, will this lead to inflation or interest rate rises?

Rally Drivers: Retail Day-Trading and the Short Squeeze

Discretionary read & watch 24 min
January 2021

Rally Drivers: Retail Day-Trading and the Short Squeeze

Coordinated retail day traders have driven up the price of several stocks to ‘squeeze’ the short positions of major hedge funds. Peter van Dooijeweert gives his views on the recent market volatility, how options trading has become weaponised and what investors can do to manage their portfolios in these situations.

The CIO Agenda: What Happened to Quant (Equity) in 2020?

Views read & watch 16 min
January 2021

The CIO Agenda: What Happened to Quant (Equity) in 2020?

Ori Ben-Akiva, Director of Portfolio Management at Man Numeric, joins Sandy Rattray and The CIO Agenda to discuss the challenges quant (equity) strategies faced in 2020 and the factors that will drive their success.

How to Beat a Depression: Lessons from Franklin Delano Roosevelt

Discretionary read 8 min
January 2021

How to Beat a Depression: Lessons from Franklin Delano Roosevelt

A common Covid response to the virus has been to invoke the legacy of President Franklin Delano Roosevelt. We dig into that dramatic period of economic history to see what specific actions FDR took to break free from the secular stagnation of his time.

Views From the Floor – Value Bad, Quality Worse

Views read 3 min
January 26 2021

Views From the Floor – Value Bad, Quality Worse

2020 was a bad year for Value, but even worse for Quality; and as credit creation slows, China attempts to weaken the yuan.

The Start of a New Growth Cycle

Discretionary read 6 min
January 2021

The Start of a New Growth Cycle

We already notice something special about 2021: the very narrow bullish consensus among market commentators for equities over bonds, credit over duration, high yield over investment grade, Value over Growth and international markets versus the US. We agree with this consensus.

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

Podcasts read & listen 43 min
January 2021

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

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

Archive

Views From the Floor

Views read 4 min
March 26 2019

Views From the Floor

In this week’s edition: preparing a portfolio for Brexit; and why we believe the 10-year/3-month inversion is no new news.

Views From the Floor

Views read 4 min
March 19 2019

Views From the Floor

In this week’s edition: what next in the Brexit saga?; and the US jobs statistic that hasn’t been seen this century.

Views From the Floor

Views read 4 min
March 12 2019

Views From the Floor

In this week's edition: why we believe markets are failing to assess the potential for volatility during Brexit; and are green shoots appearing in the US?