Man Group

How can China unlock consumer spending when hundreds of millions of rural residents and migrant workers need to save for medical costs and old age? In this week’s Views from the Floor, Nick Wilcox previews why investors should look out for any signals on welfare reform rather than tariff theatre from a key policy meeting. It's administratively unglamorous and won't make headlines like AI chip bans. But it could be a real game changer for China's economic rebalancing. https://ow.ly/rPJ050XfHH7

From auto sector bankruptcies to regional bank troubles and a Fed Beige Book showing economic softness, the warning signs are multiplying. In this week's Signals & Sentiment, Chief Market Strategist, Kristina Hooper, examines whether these 'sick canaries' signal broader credit market stress ahead, especially as US-China tensions threaten the AI spending that's been propping up equity markets. Read the latest from Kristina: https://lnkd.in/eiN2__Hd

This #VolunteeringMonth, we’re proud to highlight how our teams have been using their #ManKind volunteering hours to make a positive impact in communities around the globe. From mentoring initiatives to environmental projects, our people are coming together to give back where it matters most.

Our latest quarterly credit market update highlights a shift in focus away from US assets. Sriram Reddy, Putri Pascualy, CFA, CQF, John Lidington, CFA, and Tarek Abou Zeid examine the interplay between elevated dispersion, technical tailwinds, and fiscal dynamics across European and emerging market debt. Read their perspectives on where active managers might find value this quarter. https://lnkd.in/eWa3bA53

Since ChatGPT burst onto the scene in November 2022, AI has rapidly advanced beyond simple conversational interfaces toward autonomous “agentic AI”. In the first in a two-part series, we demonstrate how this technology can bridge the gap between generic large language model responses and fully integrated, actionable research output, and explain how agentic AI can be employed to accelerate research on trend-following strategy design. Read the full paper: https://lnkd.in/eRBAPv2d

Thank you to everyone who joined us for today’s Investing in Innovation Roundtable. A select group of UK wealth management CIOs gathered in London to hear from Tim Harford, bestselling author, on the power of data in our daily lives, and Dr Yu Jie, Senior Research Fellow on China at Chatham House, who discussed the shifting dynamics in the geopolitical and economic back and forth between China and the US. The group also heard from Man Group experts including Ed Cole on the role of liquid, diversifying alternatives in portfolios and from George Whicheloe on how to quantitatively assess portfolio manager skill.

By 2075, space flight could be as routine as catching a commercial flight today. What was once the exclusive domain of governments is now being democratised by private companies like SpaceX. As we discuss in our latest MAIS article, inspired by a talk by Prof. Sir Martin Sweeting, the implications are staggering. But this new frontier brings critical challenges. Who owns orbital real estate? How do we govern space resources? Can we protect the Earth from cosmic conflicts? Read on for insights on the cosmic exploration revolution. https://ow.ly/C2cU50X9K95

The flare-up in trade tensions is whipsawing stock markets again. And traditional equity defences don't always work when investors need them most. In this week's very timely Views from the Floor, Tracey Nilsen-Ames outlines our latest research findings on the weakness of traditional defensive strategies like Low-Volatility, Quality, and Large-Cap during downturns. She also explores which targeted modifications can improve their effectiveness. https://ow.ly/wOWB50Xb040

From political upheaval across three continents to the dollar's eroding reserve status, the old certainties are crumbling. In this week's Signals & Sentiment, Chief Market Strategist, Kristina Hooper, examines what happens when free trade fades and fiscal discipline disappears, and why stretched valuations make this moment particularly precarious for investors. https://lnkd.in/enRe-kHS

Fourteen years ago, managed accounts were a niche corner of the hedge fund industry. Today, they represent over $300 billion in assets and command nearly 8% of total industry allocation. This trajectory tells a story about how institutional investors have evolved their allocation needs and preferences. As allocators discovered the power of cross-margining, notional funding, and position-level transparency, adoption has accelerated.