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.
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.
China appears to be heading inexorably towards a current account deficit.
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.
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.
Even at current multiples, we believe there exists the potential for some notable medium-term returns in the French market.