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 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.
Simon and Ed discuss the benefits of incorporating ESG factors in EM investing.
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.
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.
As investors assess prospects for the current reflation trade, we believe it’s worth keeping an eye on oil over the coming months.