Man Group

I did another one of these. Lovely chatting with Niels Kaastrup-Larsen as always on matters we believe all investors should consider. https://lnkd.in/eFyDvAyN

Is Friedrich Merz the man to lead Europe’s push for independence from the US? While his bold ambition has captured attention, in this week’s Views from the Floor Adam Singleton and Nikolaus von Abercron highlight that investor relief at the German election outcome is likely going to be tested. Merz’s credibility hinges on jolting Germany’s economy out its slump and regain its status as the engine of Europe’s economy. Also in this week’s Views from the Floor, Man Varagon's Andrew Kurtz looks at where next for US credit spreads. https://ow.ly/cpFT50V634j

Expertise you can trust. Views From the Floor delivers timely market insights and bold ideas from Man Group’s leading investment minds. https://ow.ly/boQ750UZiQ1

While core CPI excludes food, prices for staples like eggs have surged, consistently outpacing the index over two decades due to rising demand, climate change, and supply disruptions. Our latest View From the Floor explores adapting how we measure price increases and launch policy responses. https://ow.ly/5XJQ50V46qM

Delighted to be featured on the Bloomberg FICC Podcast🎙️ alongside my colleague Andre Rzym. We break down how catastrophe bonds offer underwriting capacity and uncorrelated returns—with real-world stories from Hurricanes Andrew and Milton to the 2006 FIFA World Cup. Thanks Noel Hebert and Sam Geier for the conversation! #catbond #ILS #bloomberg #diversification

We are proud to share that Lucy Bond, our Global Head of Sustainability, has been recognised as one of LGBT Great’s Top Executive Allies! In her role, Lucy leads our Drive (our global Diversity, Equity & Inclusion network) and Wellbeing programmes, and partners closely with teams across the organisation to advance impactful initiatives that drive meaningful change. As a steadfast advocate for our employee networks, she demonstrates her unwavering commitment to fostering and championing an inclusive culture, making her an inspiring role model for allies across the industry. Congratulations, Lucy! A well-deserved honour. #DEI #Leadership #Allyship #Sustainability

What will sustainable investing look like under Trump 2.0? Alot of people I know look back to the period—let’s say between 2018 and 2022—as the golden age of sustainable investing. Aside from the memes that went around poking fun about the sudden emergence of ESG experts, this period was basically characterized by ambitious policymaking, a rush to build out sustainable finance teams, onboard ESG data, join initiatives, announce net zero commitments, and launch investment strategies aligned to regulations like the EU’s SFDR. Which leads us to 2025, and the notion in this episode that we’re at the end of one era…and the beginning of another. One that’s more mature, more rigorous, has a clear-eyed understanding of sustainability—both its strengths and faults—and hopefully one that’s focused more on tangible action rather than notional, underdeveloped commitments. So this episode is a really good reminder that for all the things that appear to be changing, there are many that aren’t. Risks are still risks, factors are still factors, energy and resource efficiency will still remain pervasive themes as they’ve been throughout history. None of this is going away. Which gives us room to discuss the 2025 picture: regulations, AI, and the energy transition, not to mention the future of net zero, which follows on from the recent Tom Gosling episode. It’s why it's great to have Hortense Bioy, CFA Bioy, Morningstar Head of Research, on the podcast. I’ll call her a whisperer of sorts—of future trends, AUM flows, and strategy developments—whose insight and analysis can turn retrospectively as well as into the future. We talk about how sustainable investing has reshaped asset flows over the last several years; what the suspension of the net zero initiatives could mean for investors; and, importantly, why sustainable investing can survive Trump 2.0. Podcast links at: Apple Podcast - https://apple.co/43bosmJ Spotify - https://spoti.fi/2Pp0AKa Man Group Institute - https://bit.ly/3CVHgOM Soundcloud - https://bit.ly/3X91kUx *** As always, a transcript can be found at https://bit.ly/3CVHgOM

Investors may know inflation numbers or oil prices off the cuff, but what about the cost of eggs or milk? Should investors be putting eggs in their inflation baskets? In this week’s Views from the Floor, Albert Chu, CFA highlights how long-term food price increases have made them a critical inflationary force. Yet, by ignoring them through a focus on core CPI there’s a risk of underestimating a critical inflation driver and the policy response required to contain it. Read more in the latest edition of Views From the Floor. https://ow.ly/bnsv50V2C9y

Stay ahead in 2025 with Man Group’s credit expertise. Explore evolving trends and actionable insights in our Credit Outlook. https://ow.ly/Ux7V50UWSeQ

It’s fast becoming industry lore that DC savers need to take more risk for longer to generate better outcomes after they retire. But are broad-market equities always the best way forward? https://lnkd.in/dSPwjqmH