Man Group CEO Sees Market Guessing Game on Trump

The video discusses the unexpected market outcomes of 2016, including Brexit, Trump's election, and Italy's referendum. It explores the impact of FX moves and potential policies under Trump's administration, analyzing their effects on US, European, and Asian markets. The discussion extends to emerging markets, focusing on trade policies and their implications. The video concludes with insights into active management opportunities in a changing market environment, emphasizing the importance of market correlations and investment strategies.

How does the speaker view the economic situation in Europe compared to the US?

What are the implications for emerging markets in light of the discussed trade policies?

What strategies does the speaker suggest for active management in the current market environment?