Horizon Global Sustainable Equity Fund
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Divergent emerging market outcomes in an uneven recovery
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.
Will Japan join the tightening party?
The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.
Opportunities in healthcare in 2022
COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?
Flattening is not flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
Unlocking value in healthcare stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.