Horizon Global Sustainable Equity Fund
Invest with positive impact
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change
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The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
A “monetarist” perspective on current equity markets – October 2021
“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.
Aptiv: driving sustainability
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Aptiv: making vehicles safer, smarter and more sustainable
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Nintendo: gaming for education
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Nintendo: gaming for social impact
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Fade the PMI bounce
Better September PMI results are unlikely to mark a reacceleration point for global growth, argues Simon Ward, Economic Adviser.
Investing in the future with REITs 3.0
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Sustainable investing gets active
We believe active managers are in a position to drive positive change amid the shift to sustainability.
Fed tapering: why the 2013-14 playbook could be misleading
The initial market response to the Fed’s tapering signal recalls 2013-14 but the global economic backdrop is weaker now than then, argues Simon Ward, Economic Adviser.
Sustainable investing – why a low-carbon approach matters
Climate change is the greatest environmental and social challenge that the world has ever faced. There is an urgent need to transition to a low-carbon economic model in order to reverse the manmade damages made to the environment. Not doing so would risk health, livelihoods, food security, water supply, human security and economic growth. The