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Mike Dickson, Ph.D.

Guess What’s Beating the Nasdaq?

Active management aims to navigate trends as they emerge—and fadeWe believe an active, dynamic approach to portfolio management can provide...

Regional Banks: Smaller than you think

Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list...

Will Lower Volatility Mean Higher Stock Prices?

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market...

The Wheat and the Chaff

Identifying investment opportunities may take a sharper focus going forwardFears about banks’ financial health have dominated many investors’ thoughts for...

Too Much of Nothing

What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit "Right...

A Tale of Two Markets

There’s tech, and there’s the restInvestors in tech stocks these days are a wildly happy bunch. Everybody else? Not so...

Tactical Management: Global, Flexible, Dynamic

Key TakeawaysInvestors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes...

What Happens When The Fed Stops Raising Rates?

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S....

Shades of ’87 as Treasury Yields Plummet

Bank woes raise questions about the Fed’s next move.Investors’ sudden hunger for U.S. government bonds has pushed yields to their...

Semiconductors Spark Investors’ Hope

Chip stocks have come out swinging to start 2023In what could be a harbinger of things to come for the...

Surprise! Pending Home Sales Surge

The U.S. real estate market has been flexing its muscles in recent weeks.Unexpected strength in the real estate market this...
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