GLG Views - access our latest thinking
At Man GLG, we believe that different investment styles and approaches can be effective. Consequently, we encourage independent thinking, unconstrained by a house view. You can explore this mindset though our GLG Views.
We believe there will be further pain in our markets for 3 key reasons: valuations, fundamentals, and positioning.
We believe that EM debt will experience a meaningful correction for 3 key reasons: valuations, fundamentals, and positioning.
After a period of positive performance, could EMD be reaching an inflection point?
We believe that many of the best potential opportunities for alpha generation arise in industries where there is either disruption or the threat of disruption taking place.
Assessing the impact of increasingly stock-focused management teams on company performance.
Europe has struggled to keep pace with the US in recent years, given weak earnings and heightened political uncertainty. But could markets finally be reaching an inflection point?
From our CIO
Regular commentary by Pierre-Henri Flamand, CIO of Man GLG, exploring a range of topics across markets, regions and sectors. Pierre-Henri works closely with Portfolio Managers across Man GLG, and these articles give insight into the team’s regular discussions on the issues impacting investment.
CAT’s earnings call showed how fragile sentiment is. Active managers may be better placed to separate the signal from the noise.
The focus of passive managers on cost efficiency comes at a price. The time may be ripe for active managers to strike back.
Chief Investment Officer Pierre-Henri Flamand gives his take on the latest political developments in Europe and explains why it is important in his view to make a distinction between indices and economic regions they purport to reflect.
CIO Pierre-Henri Flamand explains why he has a relatively more constructive view on metals/mining companies rather than oil companies at present.
CIO Pierre-Henri Flamand explains why the current equity environment accords strongly with the ‘fifth wave’ of Ralph Elliot’s wave model of behavioural finance.
Year-end reflections from Chief Investment Officer Pierre-Henri Flamand on the secrets of a successful investment floor.