ANALYSES

Brexit update – curb your enthusiasm
Instantanés 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.

The importance of being active: why passive exposure in high yield is not enough

The importance of being active: why passive exposure in high yield is not enough

The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

Global Fixed Income Compass

Knowledge. Shared (Q3 2019)

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

Fonds présentés

Horizon Global Sustainable Equity Fund

Une stratégie en actions internationales utilisant une approche intégrée en matière d'investissement durable et responsable (ISR).

Horizon Euro High Yield Bond Fund

Pour les investisseurs en quête d'un potentiel de rendement global élevé et d'une croissance du capital dans les obligations européennes.

Global Life Sciences Fund

Ce fonds international dédié au thème de la santé vise à générer des performances régulières en investissant dans des entreprises qui répondent à des besoins médicaux non satisfaits ou améliorent l'efficacité du système de santé.

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