We share a lot of ideas - the quality of people here is quite outstanding.

Rory Powe, Portfolio Manager

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 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.

Guillermo Ossés

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.

Guillermo Ossés, Jose Wynne

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. 

Jason Mitchell

We believe under loved countries as Russia and Venezuela offer compelling value for those willing to break away from the crowd.

Guillermo Ossés

Unconventional Views video series for 2016 with Pierre-Henri Flamand, Portfolio Manager at Man GLG.

Pierre-Henri Flamand

As the popularity of passive investing gathers pace, Ben Funnell examines the continued importance of active management and why now might be the time to act.

Ben Funnell

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.

Investor focus will be on an over-leveraged system and particularly on BBB-rated credit in 2019, in our view.

Pierre-Henri Flamand

After a gruesome October, what lies ahead as the bull market chunters towards its inevitable end?

Pierre-Henri Flamand

The valuation divide between European and US stocks is also being reflected in capital market activity. Could inflation turn that?

Pierre-Henri Flamand, Juan Platt

We believe for the best-run banks in Europe, you’d need some fairly apocalyptic tail events to justify current pricing.

Pierre-Henri Flamand, Giovanni Baulino

Even at current multiples, we believe there exists the potential for some notable medium-term returns in the French market.

Pierre-Henri Flamand

Trump is looking for a tariff headline win in the next few months. What this ‘win’ would look like, though, is unclear.

Pierre-Henri Flamand

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