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.
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?
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?
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.
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.
As investors assess prospects for the current reflation trade, we believe it’s worth keeping an eye on oil over the coming months.