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Man Group

A trend following deep dive: Cash (equities) is king

There is more to equity trend following than index futures. Cross-sectional strategies, applied to sectors and equity styles, can offer more diversifying characteristics and serve as an effective complement to traditional trend following.

Something has got to give (eventually)

In the second half of 2026, as systematic investors, the team at Man Group will be closely watching the growing divide AI is creating across the technology sector.

The AI Bubble: Hidden Risks and Opportunities

AI technology is transformative and here to stay. But the inflated financial architecture supporting it may be unsustainable. The winners will be those who solve the fundamental economic problems AI faces.

Gold: Bugs, Bears and Myths

Despite reaching record prices, gold can play a valuable role in global portfolios as a diversifier and risk mitigator. Historically, it's one of the few assets that performs well when both equities and bonds are struggling.

Three Reasons for Optimism about Asia ex-Japan Equities

After their post-Covid underperformance, Asia ex-Japan equities are poised for a turnaround. Key catalysts include anticipated Fed easing, China's policy reforms, and a burgeoning AI technology cycle, all aligning for potential outperformance.

Eight things investors can no longer rely on

Investing is not getting any easier. Now more than ever. A host of things investors have benefitted from in recent decades is likely to turn on a multi-year view. What has not changed, is the need to deliver performance.

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Superannuation

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Planning

The great wealth transfer myth

Why do some families preserve wealth for generations while others struggle to? As the great wealth transfer unfolds, the determining factor is often not the structure of the estate, but the preparation of those who will inherit it.

Investment strategies

What comes after bank hybrids?

For years, bank hybrids have been a cornerstone of portfolio income. With tens of billions of dollars now disappearing from the market, investors face a critical question: what comes next, and are the obvious replacements enough?

Investment insights from the US

What happens when knowledge becomes a commodity? The latest themes emerging from the US tech sector suggest AI could reshape company moats, disrupt incumbents and create winners and losers in unexpected places.

Investing

Can Berkshire thrive without Buffett?

Warren Buffett's departure marks the end of an era. But the more important question for investors is whether Berkshire's culture, discipline and capital allocation framework can survive without the man who built them.

Retirement

The Bengen 4% Rule: Lost in translation

For years, retirees have been told to focus on withdrawal rates. But the real question is far simpler: how many dollars can you safely spend? The answer may be very different from what conventional retirement wisdom suggests.

Interest rates

Super low interest rates came with side effects

For more than a decade, investors lived through an era of near-zero interest rates. With bond yields now surging, it's worth asking whether cheap money solved economic problems, or introduced a much larger set of risks.

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