APPROFONDIMENTI
Outlook for Asia ‒ potential to surprise amid uncertainty
Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.
A “monetarist” perspective on current equity markets
The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.
US inventory cycle yet to bottom
The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.
Global Fixed Income Compass
Knowledge. Shared (Q4 2019)
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Comparti in evidenza
Global Equity Fund
Un fondo azionario non vincolato a un benchmark, che intende investire in società mondiali di alta qualità e in crescita, che beneficiano di tendenze secolari di lungo termine.
Global Life Sciences Fund
Grazie alla conoscenza degli aspetti scientifici e operativi del settore sanitario, la strategia investe in società che affrontano esigenze mediche non ancora soddisfatte o che migliorano l'efficienza dei servizi sanitari.
Horizon Euro High Yield Bond Fund
Per investitori in cerca di un rendimento generalmente elevato e crescita del capitale nell’universo a reddito fisso europeo.