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Manager James de Uphaugh heads up one quarter of boutique's award-winning fund

While virtually anonymous to the UK market before its SGAM takeover, Pierre Lagrange's GLG is letting its performance do the talking

One step forward, half a step back. This is how we anticipate the rhythm the UK economy will be into 2010.

For an investment manager, rising equity markets are most welcome.

A near 30% rally from the lows of early March to the peak on 1st June has been characterised by a fierce debate between investors over cyclicals versus defensives. We feel this misses the point of the rally entirely.