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.
In spite of the retracement of assets from their peak of stress on August 13, we do not think that Turkey is out of the woods yet.
In China, we view fiscal tools as preferable to continually reaching for monetary policy tools at the first sign of stress.
In this paper, we discuss how finance theory can be used to try and optimally extract alpha and potentially generate consistent returns.
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?
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.
Trump is looking for a tariff headline win in the next few months. What this ‘win’ would look like, though, is unclear.
With European stocks lagging the US and China, the ECB's dovish approach to QE tapering is a welcome boost – but for how long?
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.