Long Story Short

Man Group
  • 5.0 (6)
  • INVESTING
Long Story Short

As investors, you know that liquidity matters. But how is it measured? How can it be managed and used to deliver returns? In this season of Long Story Short, Robyn Grew, Incoming CEO at Man Group, will delve into the importance of managing liquidity in your portfolio and reveal strategies that you can put into practice. Our guests will include leading investment professionals, financial analysts and strategists, and expert market commentators who will share their insights and experiences with liquidity management. We’ll explore case studies and real-life examples to show exactly why liquidity matters. 

  1. Extra Credit: Can Private Credit Weather the Storm?

    05/14/2024

    Extra Credit: Can Private Credit Weather the Storm?

    In this episode of Extra Credit, Danilo Rippa, Head of Multi-Strategy Credit at Man Group is joined by Kevin Marchetti, co-Head of Direct Lending and Chief Credit Officer, and Zeshan Ashfaque, Senior Credit Officer at Man Varagon. Private credit has grown significantly over the past decade, representing a secular shift in how companies access funding – and how investors are allocating to credit. This far-reaching episode offers insight into trends in lending, yields, syndication and how they may – or may not – be impacted by an uncertain economic environment. The world of credit is evolving. Gone are the days when investment grade bonds were only sold over the phone and the world of direct lending was a little-known niche. Corporates now have a multitude of ways to access capital and investors can diversify their credit allocation more than ever before. Extra Credit, the fourth season of our Long Story Short podcast, will explore the ways credit is changing and how it fits into your portfolio. Hosted by Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, this season will feature experts from across the credit investing spectrum.

    20 min
  2. Extra Credit: Catastrophe Bonds – A Diversifier Like No Other

    04/24/2024

    Extra Credit: Catastrophe Bonds – A Diversifier Like No Other

    In this episode of Extra Credit, Andre Rzym and Tarek Abou Zeid discuss the world of catastrophe (cat) bonds. In 2023, insured losses from natural disasters stood at an estimated $3-5 billion, insufficient to worry the cat bond market but big enough to sustain demand for reinsurance. With low correlation to the major asset classes and higher yields than comparable securities, could this genuinely diversifying asset deserve a place in your portfolio? Overview of this season of Long Story Short: The world of credit is evolving. Gone are the days when investment grade bonds were only sold over the phone and the world of direct lending was a little-known niche. Corporates now have a multitude of ways to access capital and investors can diversify their credit allocation more than ever before. Extra Credit, the fourth season of our Long Story Short podcast, will explore the ways credit is changing and how it fits into your portfolio. Hosted by Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, this season will feature experts from across the credit investing spectrum.

    32 min

  3. 03/28/2024

    Extra Credit: Algorithmic Advantage – Systematic Investing in Credit

    The world of credit is evolving. Gone are the days when investment grade bonds were only sold over the phone and the world of direct lending was a little-known niche. Corporates now have a multitude of ways to access capital and investors can diversify their credit allocation more than ever before. Extra Credit, the fourth season of our Long Story Short podcast, will explore the ways credit is changing and how it fits into your portfolio. Hosted by Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, this season will feature experts from across the credit investing spectrum. In this episode of Extra Credit, Robert Lam and Paul Kamenski, Co-heads of Credit at Man Numeric, join Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, to discuss adopting a quantitative approach to investing in credit markets. In their wide-ranging conversation, Robert, Paul and Danilo discuss the rise of quant credit, the alpha opportunities it presents, as well as what the future of trading credit systematically might look like.

    26 min
  4. Liquidity Matters: Katie Martin, Financial Times

    07/04/2023

    Liquidity Matters: Katie Martin, Financial Times

    A regional banks crisis. A recession that always seems just around the corner. And inflation figures that refuse to budge. It’s no wonder that many investors and allocators are stepping back from taking major macro positions, keeping their powder dry, or only making highly selective calls. In this episode of our Liquidity Matters season, Katie Martin, Markets Editor at the Financial Times, joins Robyn Grew to discuss US equity’s reluctant rally and how this peculiar market environment affects the way investors are thinking about liquidity in their portfolios.

    30 min
  5. Liquidity Matters: Measuring, Managing and Maximising Your Portfolio Liquidity

    05/23/2023

    Liquidity Matters: Measuring, Managing and Maximising Your Portfolio Liquidity

    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.

    28 min

  6. 12/21/2022

    Alpha That Makes a Difference; 2022 in Review and a 2023 Outlook with Luke Ellis, CEO

    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.

    52 min
  7. Bonus: Value at a Crossroads

    12/08/2022

    Bonus: Value at a Crossroads

    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.

    31 min
  8. Bonus: FTX, DeFi and the Future of Finance

    11/24/2022

    Bonus: FTX, DeFi and the Future of Finance

    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.

    59 min
See All (19)

Trailer

Ratings & Reviews

5
out of 5
6 Ratings

About

As investors, you know that liquidity matters. But how is it measured? How can it be managed and used to deliver returns? In this season of Long Story Short, Robyn Grew, Incoming CEO at Man Group, will delve into the importance of managing liquidity in your portfolio and reveal strategies that you can put into practice. Our guests will include leading investment professionals, financial analysts and strategists, and expert market commentators who will share their insights and experiences with liquidity management. We’ll explore case studies and real-life examples to show exactly why liquidity matters. 

Information

  • Creator
    Man Group
  • Years Active
    2022 - 2024
  • Episodes
    19
  • Copyright
    © This podcast should not be copied, distributed, published or reproduced, in whole or in part. Opinions expressed are those of the author and may not be shared by all personnel of Man Group plc. Copyright Man Group 2022
  • Show Website
    Long Story Short

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada