Man GLG

An environment built for active managers, not for indiscriminate beta players.

Why an often-overlooked asset class should form a core component in a well-diversified portfolio.

Last year was a compelling year for Japanese equities as the country embarked on a policy drive to finally lift itself out of a three-decade deflation slump. With the stock market reaching a new post-bubble high, what’s in store for 2024?

While Europe provides a rich hunting ground for credit investors, upcoming maturity walls and refinancing pressures pose opportunities as well as risks.

Cambridge Professor Neil Lawrence joined Yale Professor Nicholas Barberis and Duke Professor Campbell R. Harvey, along with practitioners from across Man Group, to discuss Generative AI. The discussion was moderated by Man Group’s Otto Van Hemert.

Air conditioning is often an economic necessity. So how can investors keep it sustainable?

With dispersion in credit markets across geographies and sectors, the opportunity set for bottom-up investors looks attractive.

How can a quantitative framework help discretionary portfolio managers mitigate behavioural biases?

Lower-quality companies may face a refinancing reckoning soon. We recommend European financials over their US counterparts as they appear to be in better health as we enter the third quarter.

What are the merits of allocations to Asia ex-Japan versus emerging markets more broadly?

As China’s economy slowly re-opens, the outlook for Asian equity diverges as the north faces increasing pressures while the south sees greater opportunity.

What were the key findings of a surprising Q1 earnings season? And why confidence and constant reinvestment matters most in a complicated macro environment.