Long Story Short Man Group

In this first episode of Liquidity Matters, Michael Turner, CEO at Man Solutions, joins Robyn Grew, President at Man Group, to discuss why the selloffs of 2023 mean that liquidity is of more importance than ever. In their wide-reaching conversation, Robyn and Michael share how sophisticated investors should be thinking about liquidity in their portfolios, how it can be measured, and how to adapt to sudden liquidity shocks such as the UK’s LDI crisis.

2022 has seen inflation move from ‘transitory’ to recessionary risk, supposedly low-risk pension investment strategies caught in a liquidity crisis, and the return of high interest rates and high asset price volatility. As investors and policymakers alike look to manage risk ahead of 2023 which appears set to be a repeat of 2022, delivering returns is more important than ever.
 
For the final episode of the year, Luke Ellis, CEO at Man Group, joins Peter and Long Story Short to discuss the state of today’s markets, hedge fund performance in 2022, and what comes next for an industry with a duty of care for its end savers. 

Has the death of Value been greatly exaggerated? Will the factor thrive in the new inflationary regime or struggle to survive from a Fed pivot? Dan Taylor, Chief Investment Officer at Man Numeric, joins the podcast for this bonus episode on what comes next for the Value factor.

What does the fall of FTX mean for the wider decentralised finance industry? Is this a ‘Lehman moment’ as so many commentators have called it or a necessary correction away from centralised, offshore exchanges? And what regulation needs to be in place for the future to give investors confidence in this emerging space?
Joining the podcast again for a bonus episode of our Trend Setters series is Campbell Harvey, Professor of Finance at Duke University and author of DeFi and the Future of Finance and co-author of An Investor’s Guide to Crypto.

What are the signs of a good trend-following manager? When should you fire a bad one? In the final episode of our Trend Setters series, we explore the practical side of allocating to trend.
 
Michael Turner, CEO at Man Solutions, joins the podcast to share his experience of the types of managers and strategies to consider, the red flags to watch out for, and how trend could be a powerful, permanent part of your portfolio.

If 2021 was the year of ‘peak stupid’ in markets, is 2022 the year when everything breaks? Robin Wigglesworth, Alphaville editor at the Financial Times and author of Trillions, joins Peter van Dooijeweert to discuss the disruption in the UK government bond market, the passive investing revolution and the future of trend-following.