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Man Group's fund manager reported that nine out of ten of his investment bets outperformed the market over the past year, driven by strong returns from gold miners, Japanese equities, and nuclear energy sector plays. The strategy highlights growing investor confidence in commodities and energy transition themes. Gold miners benefited from inflation hedging demand, while Japanese stocks gained on economic reopening optimism. Nuclear energy investments reflect positioning for long-term decarbonization trends. The portfolio's success underscores shifting capital flows toward resource-based and industrial sectors.
