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 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.
Simon and Ed discuss the benefits of incorporating ESG factors in EM investing.
A re-rating of South Korean equities could be possible if we see a more pro-active approach to corporate governance and capital allocation among the country’s corporations and chaebols.
Global markets have begun 2016 with heightened levels of volatility and have been subject to significant downward pressure.
We believe under loved countries as Russia and Venezuela offer compelling value for those willing to break away from the crowd.
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.
As investors assess prospects for the current reflation trade, we believe it’s worth keeping an eye on oil over the coming months.