MARKTEINSCHÄTZUNGEN

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.

The importance of being active: why passive exposure in high yield is not enough
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The importance of being active: why passive exposure in high yield is not enough

The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

UK politics: new leader, old problems
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UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

Global Fixed Income Compass

Knowledge. Shared (Q3 2019)

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Dargestellte Fonds

Absolute Return Income Fund (EUR)

Strategie, die positive Renditen über der Geldmarktrendite anstrebt, indem sie vornehmlich in festverzinsliche Wertpapiere und damit verbundene Derivate investiert.

Horizon Euro High Yield Bond Fund

Für Anleger, die Potenzial für hohe Gesamtrenditen und Kapitalwachstum aus europäischen Anleihen anstreben.

Horizon Global Technology Fund

Zielt auf langfristiges Kapitalwachstum durch Anlagen in ein global diversifiziertes Portfolio von Unternehmen mit Bezug zum Technologiesektor ab.

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