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.
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.
Potential flows, improving growth prospects and still-compelling valuations make China attractive, in our view.
Convexity, valuation and low duration: the three characteristics that make convertible bonds attractive, in our view.
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.
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.
With European stocks lagging the US and China, the ECB's dovish approach to QE tapering is a welcome boost – but for how long?
CAT’s earnings call showed how fragile sentiment is. Active managers may be better placed to separate the signal from the noise.
The focus of passive managers on cost efficiency comes at a price. The time may be ripe for active managers to strike back.
Chief Investment Officer Pierre-Henri Flamand gives his take on the latest political developments in Europe and explains why it is important in his view to make a distinction between indices and economic regions they purport to reflect.