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.

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?

Pierre-Henri Flamand

The terms ‘innovation’ and ‘disruption’ are often used in investment circles, but it’s clear that these words mean different things for different companies.

Priya Kodeeswaran

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.

Ben Funnell

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

We present evidence arguing for the existence of alpha in EM, and showing the importance of using micro and macro perspectives.

Edward Cole, Simon Pickard

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.

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

With European stocks lagging the US and China, the ECB's dovish approach to QE tapering is a welcome boost – but for how long?

Pierre-Henri Flamand

CAT’s earnings call showed how fragile sentiment is. Active managers may be better placed to separate the signal from the noise.

Pierre-Henri Flamand

The focus of passive managers on cost efficiency comes at a price. The time may be ripe for active managers to strike back.

Pierre-Henri Flamand

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