Man Group

In this week’s Views from the Floor, Yash Panjabi and Max Buchanan take a look at how trends can emerge in unexpected areas, from shifts in Euribor in 2022 to developments in the cocoa market in 2024. The key isn’t predicting where this will happen, but staying diversified enough to capture it when it does. Read more here: https://ow.ly/a2pt50Y4gkv

Are markets underestimating today’s geopolitical “fires”? In this week’s Signals & Sentiment, our Chief Market Strategist, Kristina Hooper, assesses how a shifting world order, rising policy uncertainty, and haven-seeking behavior could test elevated equity valuations. Read the latest from Kristina: https://ow.ly/7xNV50Y4qB3

In an op-ed for Trustnet, Lee Matthews, Managing Director of UK Retail, shares his thoughts on the potential benefits that quantitative credit could bring to allocator portfolios and differentiate their propositions in an increasingly competitive market. Read the whole article here: https://lnkd.in/e9qiWxtH

We were delighted to welcome journalists to our London office this week for a conversation with Kristina Hooper, Chief Market Strategist, and Matt Rowe, Managing Director, Solutions at Man Group. The discussion touched on the macroeconomic forces and key investment risks carried over from 2025 and look set to shape the outlook for the year ahead. Discover the full Global Outlook 2026 here: https://ow.ly/YO4C50Y1SfO

Rather than relying on discretionary forecasts, our systematic teams look at the quantifiable metrics they can compare with history. Here, Daniel Taylor highlights the measures the Man Numeric team will be watching closely in 2026. https://ow.ly/jhxk50Y0vln

US policy continues to dominate markets. Cutting through the noise, Albert Chu, CFA explains in this week’s Views from the Floor why geopolitical events in Iran and Venezuela may be distracting from the real, longer-term structural shifts in oil and natural gas fundamentals. Meanwhile, our Chief Markets Strategist, Kristina Hooper, unpacks why US President Donald Trump’s $200 billion MBS plan may have only a limited impact on US mortgage rates and explores its potentially unintended consequences for housing affordability. https://ow.ly/t1ab50Y0vlQ

Events keep rocking, but markets keep on rolling. In this week’s Signals & Sentiment, our Chief Market Strategist, Kristina Hooper, examines why elevated valuations may be vulnerable as tariff threats, shifting alliances, and rising yields test investor confidence. Read the latest from Kristina: https://lnkd.in/esQFcec9

What does it take to make sustainability a core pillar of portfolio construction? In the latest episode of A Sustainable Future, Jason Mitchell speaks with Sander van Stijn, Head of Mandate Management at PGGM, and Colin Tissen, Sustainability Lead at PGGM, about their pioneering 3D investment approach. https://lnkd.in/ehGW_kNT

Traditional discretionary trading in fixed income may lead to market inefficiencies. Therefore by taking an approach to this historically opaque asset class that leverages data science and systematically removes human biases, we can reimagine credit investing as we know it.

Greg Bond, Chief Investment Officer, recently joined LSEG’s Hedge Fund Huddle podcast for an insightful chat with Jamie McDonald about how Man approaches multi-strategy investing, the ways we use AI and technology in our investment process and how we're evolved our business and capabilities to match the needs of today's institutional and wealth investors. Listen to the full podcast on Apple Podcasts and Spotify here: https://lnkd.in/epysQCiX