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MAN: Musical Chairs AI Edition – Listen Carefully!


The AI boom has created a circular economy that’s starting to leave investors and the US economy vulnerable.

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MAN: Are Markets Having a Pre-Covid Deja-Vu?


Markets are currently acting like it’s the dawn of COVID when everything still seemed manageable. Also, inflation may temper Takaichi’s political ambitions for Japan.

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MAN: Taking Stock, After Time Away


Blank sheet: what can we say about inflation, valuations and sentiment?

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MAN: Q4 2025: Beyond US Credit


While global credit remains broadly expensive, European and emerging market debt present compelling opportunities as dispersion continues.

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MAN: Beyond US Mega-Caps – Where’s the Future of Tech Alpha?


With the global push for self-sufficiency, incremental alpha in the tech sector may no longer come just from Silicon Valley.

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MAN: Eastern Frontier: Unlocking Diversification in China


Improving access to more of China's uncorrelated markets offers diversification opportunities to global investors as market dispersion increases.

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