Global equity markets remain at or near all-time highs, having shrugged off the Iran war and rising bond yields in the first half of the year. Most of the bullishness continues to be driven by optimism around AI. However, AI has also sparked extreme dispersion between a soaring semiconductor sector and an under-pressure software industry. As systematic investors, we’ll be closely watching how this plays out in the second half of the year.

Read | Something Has Got to Give (Eventually)

Man Group

London-based Man Group is a technology-empowered active investor across equity, credit, commodities and currency markets, with a firm focus on delivering performance and client portfolio solutions.

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