I'm President of Man Group, one of the world's largest alternative investment managers.
I’m interested in demystifying the world of finance, rendering complex ideas in comprehensible ways, helping non-expert readers access cutting-edge financial research. I like revelatory
Novo Nordisk: Back To Business School
Novo Nordisk and the power of a visionary CEO. How a 2018 reorganization drove the huge success of the company's GLP-1 drugs. And how MBA thinking was at the heart of it.
Beyond Sharpe
Sharpe ratios are used throughout the finance industry as a shorthand for risk adjusted returns. How useful is Sharpe and what alternatives exist to measure performance?
Why Do We Dislike Inflation (When We Don’t Even Know What It Is)?
Inflation will play a key role in deciding the outcome of 2024's elections. But most people don't really know what it is. Two classic papers are put under the microscope.
In The Jaws Of An Election Dilemma
It's clear that inflation will play a key role in deciding the US election in November. But how and to whose benefit is worth further investigation...
U.S. Insurance: First In The Climate Crisis Line Of Fire
Why spiraling costs of underwriting house insurance in catastrophe states might signal the shape of things to come.