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Latest Insights

Other companies join tech earnings party

Other companies join tech earnings party

With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.

Global manufacturing PMI peak delayed, relapse still likely
Global Perspectives

Global manufacturing PMI peak delayed, relapse still likely

Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.

Profits forecasts at risk from waning government support
Global Perspectives

Profits forecasts at risk from waning government support

Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.

Fixed Income Perspectives

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

FEATURED FUNDS

Global Sustainable Equity Fund

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

Horizon Euro High Yield Bond Fund

For investors seeking the potential for high overall yield and capital growth in European fixed income.

Global Equity Fund

A benchmark-agnostic equities fund seeking to invest in high-quality, growing companies from across the world that are benefiting from long-term secular trends.

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