Long term government bond yields in the U.S., Japan and Europe have jumped, and that shift in the cost of money is rippling through everything from growth stocks to money market funds. Some investors are pulling risk off the table and paying closer attention to cash and short duration assets. This article highlights three stocks that are sensitive to these rate moves and explains how each could be relevant for a diversified portfolio in the current environment.

The three stocks below are just a starting sample from this theme, while the full screen surfaced 7 more global asset managers and money market fund providers with similarly interesting business profiles that are not covered here. To go straight to the source and identify potential high-conviction ideas for your watchlist, analyze the Global Asset Managers and Money Market Fund Providers screener.

Man Group (LSE:EMG)

Overview: Man Group is a long-established, pure-play investment manager that runs a wide range of funds for institutions and private clients, from liquid quantitative and multi-manager strategies to discretionary mandates across equities, credit, real assets, currencies and commodities. It earns fees on the assets it manages, which ties its fortunes closely to investor flows into cash, income-focused and alternative strategies as interest rates stay elevated.

Operations: Man Group currently generates all of its reported revenue, about US$1.7b, from its Investment Management Business.

Market Cap: £3.5b

Man Group gives you direct exposure to fee income on global assets under management at a time when higher yields are pushing many investors toward cash and income strategies. The company has reported stronger recent revenue and profit figures and continues to invest heavily in technology and diversified products. This can support scale and margins if asset flows hold up. At the same time, management is dealing with fee pressure as more money goes into lower-margin mandates, and some trend-following funds have seen weaker periods that can affect client confidence. For investors who want to understand whether the current valuation and dividend profile fairly reflect those cross-currents, Man Group is worth a closer look.

Man Group’s fee engine, technology investment, and product breadth could be masking an underappreciated setup in this rate backdrop. Get the fuller picture with the 3 key rewards and 2 important warning signs

Build your own income and fee‑driven shortlist around Man Group

Man Group and the two other stocks in this list are examples of what can surface when you start filtering for fee based asset managers, yield and balance sheet strength. Use our flexible Screener to mix your preferred metrics, or tap into our curated Investing Ideas for ready made starting points.

Antin Infrastructure Partners (ENXTPA:ANTIN)

Overview: Antin Infrastructure Partners is a Paris based private equity firm that raises funds from institutional investors and invests them into essential infrastructure such as transport links, energy networks, digital assets and social infrastructure, earning management and performance fees on the capital it oversees. This puts Antin in the broader asset management group within the screener, with a focus on long lived, income oriented real assets rather than money market products.

Operations: Antin generates about €292 million of revenue from Asset Management, with most of this, around €280 million, reported in France and a smaller contribution from the United Kingdom.

Market Cap: €1.6b

Antin Infrastructure Partners may appeal to investors seeking exposure to fee based infrastructure income at a time when higher rates are pushing many investors toward yield and real assets. The company runs high margin asset management operations, has reported strong return on equity and has been growing its global footprint through deals such as the Vigor Marine acquisition and planned Idex exit. These transactions can refresh performance fees and recycle capital. At the same time, a near 8% dividend yield that is not well covered by earnings, reliance on external funding and some recent earnings volatility introduce notable risks. Investors who want to assess whether that mix of potential, payout and funding structure is an appropriate trade off may wish to examine Antin more closely.

High margin fees, a near 8% yield and infrastructure exposure make Antin Infrastructure Partners look powerful on the surface. Yet the funding mix and payout coverage raise sharper questions. Get the full story in the 2 key rewards and 1 important major warning sign

DigitalBridge Group (DBRG)

Overview: DigitalBridge Group is a global alternative asset manager that invests in income producing digital infrastructure such as data centers, cell towers, fiber networks and edge facilities. It earns fee based revenue on the capital it manages. This focus links it to the Global Asset Managers and Money Market Fund Providers theme as investors look for asset managers that can channel higher yield allocations into real assets rather than traditional equities.

Operations: DigitalBridge generates about US$632 million of revenue from Investment Management, with roughly US$576 million coming from the United States and around US$44 million from Europe.

Market Cap: US$3.0b

DigitalBridge Group provides exposure to digital infrastructure at a time when many investors are reassessing equity risk and considering fee based managers that can direct capital into long lived, income focused assets. The company reports a high net profit margin and is positioned in areas tied to demand for data centers and power related to AI and cloud services. Recent Q2 2026 results show revenue and profit figures that the company has characterized as solid. At the same time, earnings have been volatile, with large one off gains and a funding model that leans on external borrowing rather than deposits or a low risk liability base. That mix of digital infrastructure exposure, fee income potential, and questions around funding and earnings quality is why DigitalBridge may warrant a closer look from investors.

DigitalBridge’s fee engine and digital infrastructure focus may be masking a bigger story around capital recycling and funding risk. Get the 4 key rewards and 1 important warning sign

Seeking Alternatives Before The Crowd Moves

Fresh stock ideas can move from quiet potential to full breakout before most investors react. Use this moment while it still matters to review opportunities early.

• Spot resilient dividend payers that aim to keep distributions steady even when sentiment turns and see which ones feature in the 7 dividend fortresses.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.