Advisor Sentiment Survey Results
Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge
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Topics
Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge
Derivatives can be effective when you know what you’re buying or selling. Covered call option
What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is
What happened last week Last week’s price action was choppy and lacked a cogent narrative.
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut
What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market
Prices of many services are heating up again. Last week, we learned that the Fed’s
What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and
What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations
What happened last week Hot inflation print pushed back the start of rate cuts; more
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now
What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added
What happened last week Stocks ended the week higher on a mix of very strong
The economy and inflation are lining up as investors hoped they would. All eyes were
What happened last week Economic growth remains hot with inflation cooling – the probability of
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday
Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for
What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of
What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps).
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months
Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a
Value and growth index fund investors may be surprised by their returns last year. Investors
What happened last week The S&P 500 snaps its 9-week winning streak to end Friday
What happened last week 2023 set a high bar for 2024 market-wise, although new all-time
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems
What happened last week Last week was a full macro week with a string of
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit
What happened last week The S&P 500 has rallied for its sixth straight week, retracing
Most stocks have been laggards this year, but that could be starting to change. It’s
What happened last week A strong seasonal rally is in full swing as the S&P
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of
What happened last week A short trading week saw the S&P 500 inch toward an
One active approach to risk management is currently beating the market. Risk management can be
Want to learn more? Contact Us Connect the power of goals-based investing with custom solutions
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key
The end of Fed rate hikes suggests good things for equities. The stock market’s surge
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over
What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had
What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic
Gain Strategies After a surprising and surprisingly positive first half of the year for financial
What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising
What happened last week Stronger economic data and domestic political turmoil contributed to a resumption
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
What happened last week Last week, the quarter ended with both stocks and bonds mainly
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
What happened last week A more hawkish than expected Fed meeting saw higher interest rate
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few
What happened last week Treasury yields continued to move last week higher on strong economic
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
What happened last week Strong data drove Treasury yields higher and stocks lower in a
Historically, the 9th month of the year hasn’t been kind to investors. “April is the
What happened last week It was a recovery week for equities as yield moves continued
What happened last week A choppy week in markets saw small recoveries for stocks and
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention
What happened last week The push higher in Treasury yields drove the third consecutive week
Stock investors may want to brace for some bumps in the road. After months of
What happened last week Pressure building on the disinflation narrative as global bond yields surge
Spend Stage Our goals-based retirement income strategies aim to take the guesswork out of hitting your
Protect Stage Our disciplined risk mitigation strategies seek to preserve wealth, reduce investor anxiety, and combat poor
What happened last week Negative bond market developments likely drove the sell-off in equities Jobs
Other market sectors are showing signs of life. The S&P 500 continued its winning streak
What happened last week Stocks climbed as the Fed and European Central Bank (ECB) raised
Is the Fed’s battle to contain inflation finally done? The market seems to think so.
What happened last week Global stocks edge higher, led by the US, in a week
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think
When was the last time a client asked, “What was my portfolio’s alpha?” You may
OVERVIEW During the second quarter of 2023, several key equity market indices built on their
Gain Strategies After a furious and volatile start to the year for stock and bond
Will six months of returns cause you to forsake global diversification? While it’s true that
What happened last week Equities sold off in volatile trading to start the third quarter
What happened last week Strong end to a strong quarter with the S&P 500 closing
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those
What happened last week Stocks sold off with small caps, value, and internationals leading losses
With the oldest baby boomers over eleven years into retirement and the oldest Generation X
The housing market is the latest economic indicator to light up the charts? One of
What happened last week Increasingly positive investor sentiment boosted the S&P 500 closer to all-time
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors
What happened last week It was a quiet week, with recent trends reversing in favor
The positive surprises in the labor market just keep on coming. Job creation in the
What happened last week Friday’s strong labor market data defined the trading week. A bipartisan
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech
What happened last week A debt ceiling agreement was reached, and will likely become law
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic
What happened last week The market saw year-to-date highs in stocks despite a lack of
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be
Overview The idea that the financial markets “climb a wall of worry” by showing resilience
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health
Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but
What tools can investors use to fight longevity risk in retirement? Many retirees today probably
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely
Here’s something we have only seen once in 20 years In a true study of
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government
Chip stocks have come out swinging to start 2023 In what could be a harbinger
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength
U.S. stocks have clearly perked up so far this year. But now, two key market
In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally
In the wake of a bruising 2022, investors seem to have decided that “risk on”
Expected interest rate volatility has fallen 28 points so far this year The financial markets
Gain Strategies The final quarter of what has been a difficult year for asset owners
Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an
Investors eye foreign markets and like what they see. For more than a decade, international
Put “protection” has come up short lately—but there’s a better way. Put options are often
Up is down, and down is up Two key components of the equity market—growth stocks
This year we have seen a first for stocks and bonds. Welcome to uncharted territory.
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve
Could bond investors find the next few months to be “the most wonderful time of
https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary
Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year,
Investors are shifting gears in the wake of good inflation news. Will it last? The
The losers of the past are riding high—while yesterday’s winners appear to be out of
We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500
We all know that last week’s inflation report showed headline inflation continues to surge, with
Central bankers have become laser-focused on crushing inflation. What could that mean for the economy
Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks
Historical Recessions Given the increase in signs of a cooling economy, this study aims to
What a difference a couple of months can make. Since hitting its low point (closing
Overview Investors faced a wall of worry during the second quarter that proved to
Gain Strategies The second quarter of 2022 was another difficult one for asset markets
Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how
The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial
The truth is, individual investors today don’t care as much about exposures as they do
Kahneman’s Behavioral Approach Noise: an unwanted variability in decision-making. Ask yourself, when am I at
Investment professionals rarely agree on the risks and direction of markets, yet many would agree
We see active financial advice as the new reality. Not robo. Not passive. But active!
Many investors and financial advisors are still in the dark on what ESG factor investing
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay
From the youngest to the oldest American workers – GenZ to Baby Boomers – their
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LOGIN Advisor Business Solutions Horizon One® Consulting https://storage.pardot.com/108082/129629/Horizon_One_Overview.m4v Take your advisory practice to the
What was a rumbling of change in the last few years is now barreling into
Millions of workers are retiring early. But not necessarily because they want to. The pandemic
When financial markets went haywire in March 2020, people pursuing a traditional financial plan may
Of all the financial challenges facing retirees, being a widow can be one of the
DOWNLOAD FOCUS It’s one thing for the Federal Reserve to set interest rates at essentially
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Topics
Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge opinions and expectations around the current market, interest rates, asset
Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to
What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be
What happened last week Last week’s price action was choppy and lacked a cogent narrative. 10-year U.S. Treasury yields rose by their most since last
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of
What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term
Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by
What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s
What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked
What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now closed higher for 14 out of the last 15 weeks.
What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new all-time high. Interest rates continued to drift higher as the
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had
What happened last week Stocks ended the week higher on a mix of very strong AI-driven mega-cap earnings and a large upside surprise to January
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
What happened last week Economic growth remains hot with inflation cooling – the probability of a ‘soft landing’ or ‘no landing’ is increasing. The strong
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in
Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative
What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across major US equity indices. Economic data fueled the rally –
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be
What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps). Benign December CPI & PPI prints contributed to a dip
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months of 2023. The S&P 500 index of large-company stocks rallied
Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a high note with strong rallies across equities and fixed income.
Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their
What happened last week The S&P 500 snaps its 9-week winning streak to end Friday less than 3% from all-time highs. Rates moved higher across
What happened last week 2023 set a high bar for 2024 market-wise, although new all-time highs are just a hair away from last week’s closing
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing
What happened last week Last week was a full macro week with a string of positive surprises that drove a bid to risk assets. Consumer
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit Card Debt Hits New Record” “Americans Are Drowning in Credit-Card
What happened last week The S&P 500 has rallied for its sixth straight week, retracing back to 1Q ‘22 levels. Small-caps and other higher beta
Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has
What happened last week A strong seasonal rally is in full swing as the S&P 500 posted its best month since July 2022. The rally
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required
What happened last week A short trading week saw the S&P 500 inch toward an all-time high. Short covering starts to narrow the dispersion between
One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has
Want to learn more? Contact Us Connect the power of goals-based investing with custom solutions https://youtu.be/Z0eF82iIYQ4 The Horizon Difference For over two decades, Horizon’s mission
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was
The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the
What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities for the second week in a row. The relative stability
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had lifted stocks higher for much of the year. The major
What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic and fundamental data. Long-end Treasury yields surged, sending the S&P
Gain Strategies After a surprising and surprisingly positive first half of the year for financial markets, the recovery from the challenging market conditions of 2022
What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising long-term interest rates. Bond market volatility driven by the Middle
What happened last week Stronger economic data and domestic political turmoil contributed to a resumption of the bond sell-off. Stocks reversed early weakness as a
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of
What happened last week Last week, the quarter ended with both stocks and bonds mainly in the red. Long-end Treasury yields once again surged to
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s
What happened last week A more hawkish than expected Fed meeting saw higher interest rate projections in 2024 and beyond. The long end of the
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where
What happened last week Treasury yields continued to move last week higher on strong economic data. U.S. inflation came in slightly hotter than expected, driven
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that
What happened last week Strong data drove Treasury yields higher and stocks lower in a holiday-shortened trading week. As China signals iPhone bans, $200B of
Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own
What happened last week It was a recovery week for equities as yield moves continued to dictate price action. Labor market data was good news
What happened last week A choppy week in markets saw small recoveries for stocks and bonds. Fed Chair Jerome Powell endorsed a data-dependent message at
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention will be focused on Wyoming this week, where the 46th
What happened last week The push higher in Treasury yields drove the third consecutive week of simultaneous losses in equities and core bonds. Retail sales
Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that
What happened last week Pressure building on the disinflation narrative as global bond yields surge and commodities continue their rally Domestic equities were also lower
Spend Stage Our goals-based retirement income strategies aim to take the guesswork out of hitting your client’s target distribution rate. DESIRED OBJECTIVE:Spend PRIMARY RISK:Longevity DEFINED BY:Distribution
Protect Stage Our disciplined risk mitigation strategies seek to preserve wealth, reduce investor anxiety, and combat poor investment decision-making. GOAL:Preservation PRIMARY RISK:Loss Brochure Product Sheet Mitigating risk
What happened last week Negative bond market developments likely drove the sell-off in equities Jobs report pointed to easing wage growth, indicative of progress towards
Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.
What happened last week Stocks climbed as the Fed and European Central Bank (ECB) raised rates to 22-year highs Continued string of strong US data
Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest
What happened last week Global stocks edge higher, led by the US, in a week characterized by slow and sluggish summer sessions Regional banks rallied,
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is
When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more
OVERVIEW During the second quarter of 2023, several key equity market indices built on their gains from the prior three months (see Exhibit 1). For
Gain Strategies After a furious and volatile start to the year for stock and bond markets, the second quarter provided a welcome respite for investors
Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a
What happened last week Equities sold off in volatile trading to start the third quarter Continued economic resilience drove Treasury yields higher and weighed on
What happened last week Strong end to a strong quarter with the S&P 500 closing at its highest level since last April Global yields rose
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a
What happened last week Stocks sold off with small caps, value, and internationals leading losses as narrow market leadership continued Monetary policy developments were negative
With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight years away, we now have over 135
The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new
What happened last week Increasingly positive investor sentiment boosted the S&P 500 closer to all-time high levels Fed delivers “hawkish pause,” signaling a hike in
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of
What happened last week It was a quiet week, with recent trends reversing in favor of year-to-date underperformers like small-caps and Chinese equities. Technical factors
The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s
What happened last week Friday’s strong labor market data defined the trading week. A bipartisan debt ceiling bill averted the tail default scenario, suspending the
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to
What happened last week A debt ceiling agreement was reached, and will likely become law this week. NVIDIA earnings were released and the results offer
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to
What happened last week The market saw year-to-date highs in stocks despite a lack of progress on the debt ceiling negotiations in Washington. Hawkish Fed
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.
Overview The idea that the financial markets “climb a wall of worry” by showing resilience in the face of significant challenges was fully displayed during
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we
Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of the new year for equities
What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created
Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest
U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities
In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of iconic brands receive instant recognition,
In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta
Expected interest rate volatility has fallen 28 points so far this year The financial markets are predicting less volatility in interest rates during the coming
Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note as both global stocks (MSCI
Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the Federal Reserve Board created
Investors eye foreign markets and like what they see. For more than a decade, international stocks have lost performance race after performance race to the
Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against
Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,
This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along the way can potentially result in more wealth. One
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its
Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of
https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary in this report is not a complete analysis of every
Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year, but they may choke on their pumpkin pie when they
Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,
The losers of the past are riding high—while yesterday’s winners appear to be out of gas. To sail to your destination, you need to put
We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500 overall is reporting its worst year-over-year earnings growth since the third
We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September
Central bankers have become laser-focused on crushing inflation. What could that mean for the economy and investors? Overview Investors found few places to hide from
Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks (MSCI ACWI Index), and core bonds (Bloomberg U.S. Aggregate Index)
Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the
What a difference a couple of months can make. Since hitting its low point (closing price) for the year on June 16, the S&P 500
Overview Investors faced a wall of worry during the second quarter that proved to be insurmountable for stocks, bonds and virtually every other asset
Gain Strategies The second quarter of 2022 was another difficult one for asset markets as investors continue to grapple with the outlook for inflation
Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how companies have navigated historically high inflation, continued supply chain challenges,
The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial crisis—until now, that is. The index’s -16.1% return during the
The truth is, individual investors today don’t care as much about exposures as they do outcomes. They’re asking how to build portfolios that will help
Kahneman’s Behavioral Approach Noise: an unwanted variability in decision-making. Ask yourself, when am I at my best? Are you a morning person? Are you a
Investment professionals rarely agree on the risks and direction of markets, yet many would agree that planning for retirement is one of the most important
We see active financial advice as the new reality. Not robo. Not passive. But active! Today, we can see an emerging problem with the “do
Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay of the stagflation of the 1970s. That view ignores substantial
From the youngest to the oldest American workers – GenZ to Baby Boomers – their greatest fear about retirement is…
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What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name recognition of Bitcoin and…
Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow out of a job, according
When financial markets went haywire in March 2020, people pursuing a traditional financial plan may have been tempted to do something…
Of all the financial challenges facing retirees, being a widow can be one of the most difficult to bear. As the U.S. comes to the
DOWNLOAD FOCUS It’s one thing for the Federal Reserve to set interest rates at essentially zero during an emergency. But to promise to keep them
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