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.
A series of observations have accumulated to reveal an interesting case for a value tilt in equities.
The sustainability of hedge funds requires forward-thinking environmental practices. The sooner we embrace them, the better.
The Federal Reserve has discarded a promise to keep raising rates. Are we in for overtightening down the road?
The headwinds Chinese equities faced in 2018 are a constructive backdrop for 2019, in our view.
Guillermo Osses discusses where we are in Emerging Markets Debt today.
Why we’re cautiously positive on Argentina, and keeping a close eye on Turkey following REER devaluations of +30%.
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.
Is 2019 going to be enormously bleak or relatively promising? Well, that depends on what perspective you decide to take …
Investor focus will be on an over-leveraged system and particularly on BBB-rated credit in 2019, in our view.
After a gruesome October, what lies ahead as the bull market chunters towards its inevitable end?
The valuation divide between European and US stocks is also being reflected in capital market activity. Could inflation turn that?
We believe for the best-run banks in Europe, you’d need some fairly apocalyptic tail events to justify current pricing.
Even at current multiples, we believe there exists the potential for some notable medium-term returns in the French market.