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Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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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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Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
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.
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
CPI inflation is likely to overshoot the Bank of England’s (raised) forecast for Q4 2021, reflecting stronger food prices, a larger-than-expected VAT normalisation effect and rising core pressure stemming from monetary excess, argues Simon Ward, Economic Adviser.
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
How investors can utilise carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.
Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.
Powerful secular themes are still the main driver to long-term tech earnings growth.
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Sector and style behaviour within equity markets has become more defensive, consistent with a cautionary message for economic prospects from monetary trends, argues Simon Ward, Economic Adviser.
John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.
Chinese economic growth has fallen short of forecasts so far in 2021 and monetary trends suggest further weakness without PBoC action, argues Simon Ward, Economic Adviser.