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
Moravec’s Paradox And The Age Of Robotics
AI will help robotics unleash it's full potential. Moravec's Paradox will be overcome when machines harness AI to optimize motion and recognition.
The Aura Of Cryptocurrencies (and The Death Of NFTs)
Cryptocurrencies have recovered in pricing where other digital assets have stagnated. We link this to Walter Benjamin's idea of the "aura" of the unique.
In Defense Of Deficits
As half the world goes to the polls, we consider how budget deficits have become a clear policy tool for different ends of the political spectrum.
NVIDIA And The Diversification Paradox
The market remains concentrated, with NVIDIA driving 25% of S&P performance YTD> What does this mean for portfolio managers seeking to benefit from diversification.
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.