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.
After a period of positive performance, could EMD be reaching an inflection point?
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?
As investors assess prospects for the current reflation trade, we believe it’s worth keeping an eye on oil over the coming months.
The last 20 years have seen negative correlations between stock and bond prices. This is against the precedent of history: for the preceding 250 years the correlation was consistently positive.
The Mexican Peso could currently make a good claim to be one of the most unloved assets in the world, with speculative shorts close to record highs. Here we discuss some structural reasons why the selloff might be overdone.
The Mexican peso has become somewhat unloved since the U.S. presidential elections, as testified by net speculative short positioning and price action of the currency.
We present evidence arguing for the existence of alpha in EM, and showing the importance of using micro and macro perspectives.
Simon and Ed discuss the benefits of incorporating ESG factors in EM investing.
A re-rating of South Korean equities could be possible if we see a more pro-active approach to corporate governance and capital allocation among the country’s corporations and chaebols.
Global markets have begun 2016 with heightened levels of volatility and have been subject to significant downward pressure.
We believe under loved countries as Russia and Venezuela offer compelling value for those willing to break away from the crowd.