Horizon Global Sustainable Equity Fund
Invest with positive impact
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?