Latest Insights

Catching falling angels: finding opportunities in crossover credit

Catching falling angels: finding opportunities in crossover credit

​A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson

Brexit update – curb your enthusiasm
Quick Views Brexit UK

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.  Last Thursday’s announcement that the prime ministers of the UK and Ireland had found a potential “pathway” to a Brexit deal was a big surprise. The proclamation came just a few

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.

Global Fixed Income Compass

Knowledge. Shared (Q3 2019)

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

FEATURED FUNDS

Global Equity Market Neutral Fund

An equity fund targeting positive absolute returns and low volatility in all market conditions.

Horizon Global Sustainable Equity Fund

A global equity strategy employing an integrated approach to sustainable and responsible investment (SRI).

Horizon Global Property Equities Fund

Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation.

Subscribe for relevant insights delivered straight to your inbox