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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Can Biotech Bounce Back?
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
2022 – optimal conditions for a liquid alternative toolset?
How can a multi-strategy approach to using liquid alternatives help to improve diversification and complement traditional asset class allocations?
The domino effect: Russia, Ukraine and the rest of EM
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.
Keep calm and (commodity) carry on
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?
US money trends at odds with hawkish Fed
With money growth slowing hard, the central bank risks a major policy mistake if it follows through on current tightening plans, argues Simon Ward, Economic Adviser.
What do higher oil prices mean for the energy sector?
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
Long-term trends in EM: opportunity & impact through innovation
How the pace of innovation is expanding within emerging markets, particularly in technology, finance and health care.
A tale of two hikes
Two central banks both have clear intentions to hike interest rates. So why the difference in tone?
Has the Chinese economy bottomed?
Chinese economic news has improved on schedule but further PBoC easing may be needed to bolster monetary trends, argues Simon Ward, Economic Adviser.
Long-term trends in EM: taking the lead in innovation
How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.
Another step towards policy tightening – with a caveat
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.