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PODCAST

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

business investing

All Episodes

19:50

Extra Credit: Can Private Credit Weather the Storm?

Long Story Short ·

2024/05/14

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 –

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31:36

Extra Credit: Catastrophe Bonds – A Diversifier Like...

Long Story Short ·

2024/04/24

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

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25:31

Extra Credit: Algorithmic Advantage – Systematic...

Long Story Short ·

2024/03/28

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

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29:37

Liquidity Matters: Katie Martin, Financial Times

Long Story Short ·

2023/07/04

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

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28:03

Liquidity Matters: Measuring, Managing and Maximising...

Long Story Short ·

2023/05/23

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.

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52:03

Alpha That Makes a Difference; 2022 in Review and a...

Long Story Short ·

2022/12/21

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

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30:57

Bonus: Value at a Crossroads

Long Story Short ·

2022/12/08

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.

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59:15

Bonus: FTX, DeFi and the Future of Finance

Long Story Short ·

2022/11/24

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

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33:13

Trend Setters: Alpha? Beta? Trend's Place in a Portfolio

Long Story Short ·

2022/10/26

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.

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45:47

Trend Setters: “Is Everything Breaking?” with Robin...

Long Story Short ·

2022/10/19

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.

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23:32

Trend Setters: Pushing the Trend Frontiers with...

Long Story Short ·

2022/10/11

How do alternative momentum strategies work and what differentiates them from traditional CTA futures? In this episode, Peter is joined by Giuliana Bordigoni, Director of Specialist Strategies at Man AHL, to discuss what makes an alternative alternatives strategy, the diversification benefits relative to traditional trend strategies and asset classes, and execution is often just as important to success as your signals.

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46:23

Trend Setters: Crypto, Crowding & Convexity, with...

Long Story Short ·

2022/10/04

Will crypto have a place in a multi-asset trend-following strategy? What’s the academic foundation for why trend-following works when so many other strategies have been proven wrong? And what can investors do to protect their portfolios from the ‘Achilles Heel’ of trend? Campbell Harvey, Professor of Finance at Duke University, joins the podcast to discuss his ground-breaking research into trend-following and his latest books including Strategic Risk Management and DeFi and the Future of

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30:51

Trend Setters: The Mechanics of Trend-Following

Long Story Short ·

2022/09/21

In this episode we dive into the reasons why trend following strategies work and importantly, when they work. Joining Peter is Otto Van Hemert, Director of Core Strategies at Man AHL, co-author of the award-winning paper Best Strategies for Inflationary Times which highlights trend as one such solution. Trend Setters What makes a trend in asset prices? Which environments offer the best returns for quantitative trend-following strategies? Introducing Trend Setters, the new multi-part podcast series

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27:29

Trend Setters: Why You Should Follow the Crowd

Long Story Short ·

2022/09/20

In 2022, trend-following indices have posted some of their best returns of the past 20 years. Against a backdrop of both equity and bond market sell-offs, these alternative strategies have thrived. But why? For the second season of Long Story Short, Trend Setters is demystifying the world of trend-following strategies and why they work in volatile markets. Russell Korgaonkar, CIO at Man AHL, joins the podcast to demystify why these strategies often work when others don’t.

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0:52

Introducing: Trend Setters, coming Sept 21

Long Story Short ·

2022/09/06

What makes a trend in asset prices? Which signals should you be looking for to find momentum in markets? Which environments offer the best returns for quantitative trend-following strategies? For the second season of Long Story Short, host Peter van Dooijeweert, Head of Multi-Asset Solutions at Man Solutions, is demystifying the world of trend following. You will hear about why trend strategies have outperformed other risk assets, the ways investors can look for trends in noisy markets, and how it

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27:26

Investing In The New Regime: What to Do When Your...

Long Story Short ·

2022/06/14

Given the volatility in both credit and equity markets, portfolio hedging has never been more important. Peter van Dooijeweert, Managing Director at Man Solutions, joins Long Story Short to discuss the different ways investors can manage their tail risk, from put options to risk distribution strategies.

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22:41

Investing In The New Regime: Forests, Fortran, and...

Long Story Short ·

2022/05/19

Why is Fortran, one of the oldest and least-used programming languages, so crucial to modelling the impact of climate change? How do forest growth, cloud formations and soil quality feed impact portfolio risk assessment? And what do ensemble climate models and professional football teams have in common? Matt Goldklang, Climate Scientist at Man Numeric and recent co-author of the award-winning Climate Investment: Positioning Portfolios for a Warmer World, joins Long Story Short to discuss climate

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20:32

Investing In The New Regime: Welcome to the New and...

Long Story Short ·

2022/04/20

Just a few months ago, US inflation levels hit the highest levels seen since the 1990s. Now the level is higher than at any point in the past 40 years, eclipsing many of our careers in the investment industry. Such a drastic shift in a short space of time requires professional investors to reshape their portfolios in response to the new landscape, but which assets are best suited to high and rising inflation, and which to an environment where inflation has peaked and begins falling again? Teun

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19:21

Investing In The New Regime: Weathering the Storm in...

Long Story Short ·

2022/03/11

A dizzyingly expensive bond market, record levels of inflation and hawkish central bank policy shifts. Taken together, investment grade investors could not have asked for a more tumultuous start to the year following one of the worst years on record for total returns. After years of bond purchases at seemingly any price, how can investors navigate this new dynamic? In the debut episode of Long Story Short, portfolio manager Jonathan Golan joins the podcast to discuss the outlook for investment grade

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