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.
We believe there will be further pain in our markets for 3 key reasons: valuations, fundamentals, and positioning.
We believe that EM debt will experience a meaningful correction for 3 key reasons: valuations, fundamentals, and positioning.
After a period of positive performance, could EMD be reaching an inflection point?
We believe that many of the best potential opportunities for alpha generation arise in industries where there is either disruption or the threat of disruption taking place.
Assessing the impact of increasingly stock-focused management teams on company performance.
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?
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.
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.
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.