Man GLG

Dec 31, 2023 | man.com | Albert Chu |Man GLG

In Part I of this series, we outlined the potential benefits of investing in natural resources, particularly given the unique combination of cyclical and secular forces investors may face. It is important to acknowledge, however, that there is more than one way to invest in natural resources, namely equities and futures.

Dec 31, 2023 | man.com | Sriram Reddy |Man GLG

The biggest surprise to us in 2023 was the way in which economies shrugged off the most rapid Federal Reserve (Fed) monetary tightening since the 1980s. Furthermore, markets have quickly latched on to the idea of early and aggressive rate cuts in 2024 as inflation normalises.

Sep 28, 2023 | man.com | Sriram Reddy |Man GLG

Bond markets struggled with rate hikes in 2022. Are they ready for what comes next? Read ArticleIn an earlier article, we wrote about our expectations that the monetary policy path would continue to be restrictive and that rates would remain higher for longer, which is now playing out and we are seeing the market grappling with this new reality.

Sep 28, 2023 | man.com | Sriram Reddy |Man GLG

Bond markets struggled with rate hikes in 2022. Are they ready for what comes next? Read ArticleIn an earlier article, we wrote about our expectations that the monetary policy path would continue to be restrictive and that rates would remain higher for longer, which is now playing out and we are seeing the market grappling with this new reality.

Aug 12, 2023 | man.com | Emily Badger |Man GLG

IntroductionA year-end trip to Tokyo certainly confirmed our pronouncements early last year that this time is different. Our analysis then centred on why the Tokyo Stock Exchange’s new governance framework would invigorate corporate Japan, eclipse previous efforts and predominantly benefit value stocks.