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.
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 terms ‘innovation’ and ‘disruption’ are often used in investment circles, but it’s clear that these words mean different things for different companies.
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.
The Mexican peso has become somewhat unloved since the U.S. presidential elections, as testified by net speculative short positioning and price action of the currency.
We present evidence arguing for the existence of alpha in EM, and showing the importance of using micro and macro perspectives.
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.
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.
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.