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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
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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High inflation is more than “transitory” but monetary developments suggest that the medium-term outlook has improved, argues Simon Ward, Economic Adviser.
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Companies will rebuild inventories during H2 but economic momentum is related to their rate of change, which may already be at or close to a maximum, argues Simon Ward, Economic Adviser.
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.
Global money trends continue to suggest downside risk to consensus H2 growth forecasts but support could be coming from Chinese policy easing, argues Simon Ward, Economic Adviser.
The recent rebound in EUR / USD may reflect an excess supply of dollars due to increased Fed net lending to the government but the tables may turn in H2, argues Simon Ward, Economic Adviser.
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.