The CIO Agenda

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

Emidio Sciulli discusses how investors can extract more alpha from their trading strategies.

Access to China’s domestic capital markets continues to be relaxed. Can investors benefit from the increased diversification on offer?

Shamez Alibhai, Head of Community Housing at Man GPM, discusses the UK’s housing shortage.

Paul Kamenski and Robert Lam discuss the alpha opportunities on offer from a systematic approach to credit.

Peter van Dooijeweert, Managing Director of Multi-Asset Solutions, discusses the search for potential bond replacements and why an alternative solution may reside in giving up on that search entirely.

Lisa Chua, Portfolio Manager at Man GLG, discusses the outlook for emerging-market debt and why the pandemic brought fragilities – that have been brewing for years – to the surface.

Ori Ben-Akiva, Director of Portfolio Management at Man Numeric, discusses the challenges quant (equity) strategies faced in 2020 and the factors that will drive their success.

Innovation and agility, informed by a clear sense of purpose, will be crucial for long-term success. For active investors, 2021 may be no time to compromise on corporate strength.

When markets sell off overnight as they did during the coronacrash, how can investors protect their portfolios? Focusing on the first quarter of 2020, Otto van Hemert explores why trend and quality-based strategies have proved resilient, and the rebalancing strategies that can help reduce the severity of drawdowns.

Andrew Swan discusses factors that will dictate returns in emerging-market Asian equities and the opportunities for alpha generation.

The current extremes in deflation, inequality and debt mean the conditions are right for several major investment regime shifts in the next decade. 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.