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.
Guillermo Osses discusses where we are in Emerging Markets Debt today.
Taking a closer look at the state of markets in 2018 and lessons investors should’ve learned in 2008, but may have forgotten (or chosen to ignore).
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 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.
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.
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.
Trump is looking for a tariff headline win in the next few months. What this ‘win’ would look like, though, is unclear.