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A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
Considering long-term themes in industrials during the latest stretch of market volatility.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Key market drivers from the first quarter and key themes to watch going forward.
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.
Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.