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.
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.
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.
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.