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.
Just like in the late 1990s (following the US tightening of 1994), we believe EMD will get stressed over the coming years.
Do criticisms of buybacks – manipulate stock prices higher, crowd out investment, de-equitise public capital markets – have merit?
Despite near record relative value, investors are underweight UK stocks. Consumers, government and business may prove them wrong.
Introducing climate change in portfolios is not without its challenges, but we believe solutions exist.
Read more on our thoughts on emerging markets in light of the FOMC decision on 20 March.
Long resilience and short fragility may be the best opportunity to generate a positive return from future cycle volatility.
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.
There are a number of reasons to be cheerful about M&A in 2019, especially in the pharma sector, in the UK and in mid-sized deals.
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.