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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

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Retirement

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Taxation

The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Investment strategies

The surprising beneficiaries of the AI boom

While markets obsess over AI winners, a larger, more predictable growth engine is forming. A surge in electricity demand and infrastructure build‑out reveals the quiet, durable assets evolving beneath the AI story.

Superannuation

When losses in super become irreplaceable

The notion of 'you can afford more risk' assumes that losses can be replaced. Above a $2.1 million super balance the law says otherwise, and a worked example shows the refill takes decades, or never happens.

Retirement

Why I object to ‘hitting a number’ for retirement

Many investors dream of “hitting their number” and walking into retirement. But what if reaching that milestone is the moment they should be asking the tough questions? After all, there's a lot more to life than a high portfolio value. 

Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

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