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.
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.
Unconventional Views video series for 2016 with Pierre-Henri Flamand, Portfolio Manager at Man GLG.
Unconventional Views video series for 2016 with Simon Pickard, Portfolio Manager at Man GLG.
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.
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.
Chief Investment Officer Pierre-Henri Flamand gives his take on the latest political developments in Europe and explains why it is important in his view to make a distinction between indices and economic regions they purport to reflect.
CIO Pierre-Henri Flamand explains why he has a relatively more constructive view on metals/mining companies rather than oil companies at present.
CIO Pierre-Henri Flamand explains why the current equity environment accords strongly with the ‘fifth wave’ of Ralph Elliot’s wave model of behavioural finance.