Strong euro was a burden for EM investments in the second quarter
Horizon Handout July
Horizon Q3 | 2025
Change in sentiment on the oil market likely to be short-lived
Uncertainty is heightened despite the global rise in equity markets
Since 2000 Gold shines a lot more than the S&P 500
Horizon Handout June
The role of the US dollar in global portfolios is undergoing structural change
Escalating government debt drives 30-year yields ever higher
Energy costs in Euro fall with US dollar and oil and gas prices
