Horizon Global Sustainable Equity Fund
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Tech + football = a winning partnership
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
European equities – identifying winners beyond the COVID bounce
Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
A “monetarist” perspective on current equity markets – July 2021
Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
Rising interest rates, inflationary regimes and CTA returns
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Growth? Value? Just fundamentals please…
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
UK inflation forecast update: more upside surprises in H2
The Bank of England is facing an inflation headache despite help from a basket reweighting distortion, argues Simon Ward, Economic Adviser.
The affordable care act lives on
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US
Biopharma’s targeted approach to growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Absolute return: is it time for a new path?
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Chinese corporate liquidity squeeze suggesting darkening outlook
Weak May monetary data strengthen the case for early PBoC policy easing, argues Simon Ward, Economic Adviser.
Value resurgence?
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.