Horizon Global Sustainable Equity Fund
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Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change
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Anatomy of a ‘good’ company
David Barker, analyst on the Pan European Equity Strategy managed by Jamie Ross, considers the detailed research process underpinning stock selection.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
The market’s tug-of-war
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.
Powerful factors coalescing for a rebound in U.S. travel and leisure
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Evaluating stocks as growth continues to grow
Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.