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.
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.
Could Middle Eastern uncertainty and QE wind-up drive a return to normalization?
As market consensus remains bullish on the technology sector, are there risks to the outlook?
In the wake of the German election, the political picture looks like it may be the key driver of European share price action in the coming months.