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.
The summer swoon in Turkey, which echoed to other EM currencies, could create long-term opportunities – such as in Argentina.
Turkey could be better off taking the pain of a sharp recession and resetting, just like Hungary did in 2011.
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 China, we view fiscal tools as preferable to continually reaching for monetary policy tools at the first sign of stress.
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.
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.
CIO Pierre-Henri Flamand explains why he has a relatively more constructive view on metals/mining companies rather than oil companies at present.
CIO Pierre-Henri Flamand explains why the current equity environment accords strongly with the ‘fifth wave’ of Ralph Elliot’s wave model of behavioural finance.
Year-end reflections from Chief Investment Officer Pierre-Henri Flamand on the secrets of a successful investment floor.