The CIO Agenda

By: Man Group
  • Summary

  • Professional investors face a world of challenges, from managing risk to identifying macro trends and alpha opportunities. Hosted by Sandy Rattray, Chief Investment Officer at Man Group, these are the problems and solutions at the top of his – and your – agenda.
    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 2021
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Episodes
  • Single-Family Rentals in a Changing US Market
    Sep 15 2021
    The US is undergoing a largescale shift in the way it approaches its residential real estate needs. Accelerated by the events of the past year, more Americans are making the decision to move away from densely packed, urban multi-family apartment units in favour of more bedrooms, more living space and outdoor backyards of their own. In this episode of The CIO Agenda, Anthony Cazazian, Head of US Residential Real Estate at Man GPM, discusses why the low supply and high demand for single-family rental units stands to benefit the sector and how investors can better diversify their residential exposure with this uncorrelated return stream and inflation-resistant asset class.  Find the full transcript of this episode on Man Institute.
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    32 mins
  • Alpha Opportunities and Hidden Costs in Trading
    Jul 26 2021
    With the rise of systematic trading and machine learning-driven investment strategies, investors are moving towards faster, higher turnover strategies. For those strategies, the measurement of these costs is crucial and potentially can cause some strategies to become unprofitable if not properly considered. The easiest way to boost the alpha of a trading strategy is to reduce costs. But what is the best way to do so with multiple orders in the same direction? Emidio Sciulli joins Sandy Rattray on The CIO Agenda to discuss how investors can extract more alpha from their trading strategies. 
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    34 mins
  • Investing in China
    Jun 30 2021
    Recent regulatory changes have opened the door even wider for foreign investors to access onshore Chinese markets. Access to China’s domestic capital markets continues to be relaxed while investors with a QFII license are well positioned to benefit from greater access, lower trading costs and further potential expansion of the permissible instruments. Does trading in Chinese financial and commodity markets provide attractive return and diversification characteristics for a systematic manager? And why are Chinese equities still such a minor element of most portfolios? Giuliana Bordigoni, Director of Specialist Strategies at Man AHL and Ori Ben-Akiva, Director of Portfolio Management at Man Numeric, join Sandy Rattray on The CIO Agenda to discuss the diversification opportunities for investors in Chinese markets.
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    29 mins

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