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.
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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.
Investing In The New Regime: Welcome to the New and More Volatile Inflation Regime
Long Story Short
20 minutes
3 years ago
Investing In The New Regime: Welcome to the New and More Volatile Inflation Regime
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 Draaisma, portfolio manager at Man Solutions, and his team been developing a robust quantitative investment framework – Fire and Ice – around inflation for the past five years. Recently winning the prestigious Bernstein Fabozzi Jacobs Awards for their co-authored paper The Best Strategies for Inflationary Times, Teun joins Shanta Puchtler to discuss the strategies that work when inflation hits.
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.
