CONTACT SUBSCRIBE Belgium IN FOCUS - CLIMATE Applying data science and fundamental research to the climate emergency. VIEWS Independent thinking, unconstrained by a house view, is what sets Man Group apart. Explore these views here. ACADEMIC RESEARCH Academic advisers and an academic advisory board make up part of Man Group’s DNA. Their research is fundamental to our success. PODCASTS Podcasts on topics that matter, from responsible investment and market moves to academic research. SYSTEMATIC DISCRETIONARY REAL ASSETS RESPONSIBLE INVESTMENT INNOVATION FEATURED RESPONSIBLE INVESTMENT READ 6 MIN DECEMBER 2021 Costing the Transition to Net Zero Notwithstanding the elements of uncertainty in the route to net zero, it’s incumbent on us as portfolio managers to attempt to put a cost on the process of transition. VIEWS READ 7 MIN DECEMBER 2021 Man FRM Early View - November 2021 Hedge fund strategies, in aggregate, delivered negative returns in November. RECENT DISCRETIONARY READ 21 MIN DECEMBER 2021 The $64,000 $65,000 $57,000 Question: Bitcoin’s Place in Multi-Asset Portfolios Could Crypto be a useful diversifier in a multi-asset portfolio? And what might be an optimal allocation if so? VIEWS READ 3 MIN 30 NOVEMBER 2021 Views From the Floor – What Next in the Turkey Saga? Will we soon start seeing Turkey’s stress being spread into credit spreads?; and the UK’s labour market places pressure on the Monetary Policy Committee to hike rates. RESPONSIBLE INVESTMENT READ 11 MIN NOVEMBER 2021 A Lightbulb Moment for Consumer Companies: The Need to Do More With Less On the precipice of a global climate crisis, things cannot go on as before in consumer firms. We need a lightbulb moment – and do more with less. VIEWS READ 4 MIN 23 NOVEMBER 2021 Views From the Floor – Is a Market Shock on the Way? Why we think a significant shock is coming to markets; and despite recent US CPI numbers, the market is expecting inflation to be transitory. PODCASTS READ & LISTEN 34 MIN NOVEMBER 2021 A Sustainable Future: Emanuel Moench, Deutsche Bundesbank, on Central Banks and the Climate Crisis How will climate change affect central bank policymaking? Emanuel Moench, Head of Research at the Deutsche Bundesbank, joins A Sustainable Future. SYSTEMATIC READ 6 MIN NOVEMBER 2021 Ahead of the Curve: The Future of Quant Credit It is a fascinating time to consider how quant credit will evolve in the decade to come. With the market still in its nascency, there are numerous potential paths for the strategy class to follow. This article explores several possible iterations. VIEWS READ 3 MIN 16 NOVEMBER 2021 Views From the Floor – Tapering Doesn’t Matter Does tapering actually matter?; and is there any slack left in the US labour market? IN FOCUS READ 15 MIN NOVEMBER 2021 Net Zero for Alternatives: More Work to Be Done Don’t let perfect be the enemy of good. The Net Zero Asset Managers Initiative needs work but is still a positive step for the industry. VIEWS READ 3 MIN 09 NOVEMBER 2021 Views From the Floor – Don’t Worry Too Much About Bond Vol Bond vol is on the MOVE, but this shouldn’t give investors cause for concern; and the Unholy Trinity for employers. RESPONSIBLE INVESTMENT READ 6 MIN NOVEMBER 2021 The End of the ESG Gold Rush? What does a wise crowd think about the potential for continued growth of the ESG movement? DISCRETIONARY READ 14 MIN NOVEMBER 2021 A Framework for Bond Allocation Over the long term, we consider it likely that US 10-year sovereigns will lose buyers’ money in real terms. However, over the shorter term, models are suggesting that rates could stay low for longer, albeit they may move slightly higher from here. VIEWS READ 8 MIN NOVEMBER 2021 Man FRM Early View - October 2021 The hedge fund industry saw gains across many strategies in October, as risk seeking assets in equity and credit rallied, with notably positive returns from quantitative strategies. SHOW MORE This material is intended only for Institutional Investors, Qualified Investors and Investment Professionals. Not intended for retail public distribution. SUBSCRIBE www.man.com/maninstitute Terms and Conditions Cookies Privacy Security Regulatory Disclosures Modern Slavery CONTACT