Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)
Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors
Intuitive technology that supports your advisors
Goals-based strategies managed by Horizon Investments
Our latest thoughts, in and on the media
Our regular look at the market’s most revealing number
Our in-depth thinking on goals-based investing
What we do—and why we do it
What we do—and why we do it
Topics
Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors
Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the
The market has done well in the face of repricing to half of their initial
We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to
Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based
Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment.
A broader tech. trade could be the largest driver in 2024 as the market moves
China would need massive fiscal spending to get out of its balance sheet recession
We appear to be in a war-recovery-like period, going through an abrupt normalization process, which
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months
Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth
“This Covid cycle that we’ve just been through was not a traditional business cycle. It
Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video
Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between
Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice.
Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had
Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner
https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were
Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential
Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week
OVERVIEW During the second quarter of 2023, several key equity market indices built on their
https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second
A.I. could be the most important productivity-enhancing development for the global economy since the uptake
CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,
Overview The idea that the financial markets “climb a wall of worry” by showing resilience
Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an
Hear Scott talk about areas of the market to watch in 2023, and his expectations
Scott provides insight on the state of the market.
Ladner: We think there will be a lot of tailwinds for the markets in the
Investors liked what they heard from the Fed this week. The Federal Reserve Board raised
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
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
A large swath of the GenX population, many of whom are 20 years or less
The march higher in the cost of home health, assisted living or nursing home services
American workers just got another jolt of bad news about the financial health of Social
Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that
There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over
Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales
Bidding wars for homes has soured people on reaching for the American dream: for the
What was a rumbling of change in the last few years is now barreling into
What was a rumbling of change in the last few years is now barreling into
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is
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
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising
A common investor assumption is that bonds tend to go up in value when the
Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s
Does 2021 strike you as a replay of 1999? The investment theme now, as it
Many investors and financial advisors are still in the dark on what ESG factor investing
A common investor assumption is that bonds tend to go up in value when the
Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical
Up, up and away for the price of a new single-family home, which reached a
Investors who are globally diversified may be seeing that pay off at the start of
Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders
Here’s another knock against putting all of your retirement-income eggs in the bond market basket.
A common investor assumption is that bonds tend to go up in value when the
A common investor assumption is that bonds tend to go up in value when the
A common investor assumption is that bonds tend to go up in value when the
A record high for stocks…again. Earnings get much of the credit for the latest move.
When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look
Categories
Topics
Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors on Fox Business Network ‘The Claman Countdown.’ Watch Video
Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the first quarter of 2024 and provide a market outlook. Download
The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox
We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer Scott Ladner joins CNBC to discuss what’s ahead for the
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer
Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based investment management differs from traditional investing. Watch Video
Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment. Chief Investment Officer Scott Ladner joins Bloomberg Radio to discuss
A broader tech. trade could be the largest driver in 2024 as the market moves from hardware technology to the services part of the AI
China would need massive fiscal spending to get out of its balance sheet recession and become a wise investment. Chief Investment Officer Scott Ladner
We appear to be in a war-recovery-like period, going through an abrupt normalization process, which we think should lead central banks, especially the Fed, to
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
Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth quarter of 2023 and provide a market outlook. Download Presentation
“This Covid cycle that we’ve just been through was not a traditional business cycle. It never has been.” CIO Scott Ladner joins Fox Business to
Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video
Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between small-cap and large-cap companies. Watch Video
Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice. Watch Video This is not investment advice or a recommendation
Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on raising rates. Watch Video
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
Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner predicts ‘problems’ with small and mid-capital businesses amid high Fed
https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the third quarter of 2023 and provide a market outlook.
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were not hurt on the input side of the inflation equation,
Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg to discuss the upside in markets, cyclical commodities, Japan’s corporate
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind soft August, and artificial intelligence.
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings with Maria.’
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for the Fed.
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential impact on sectors.
Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week of the summer on Wall Street.
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
https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the second quarter of 2023 and provide a market outlook.
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second half of 2023. Read Article
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second half of 2023. Watch Now
A.I. could be the most important productivity-enhancing development for the global economy since the uptake of the internet, notes Chief Investment Officer Scott Ladner. Watch
CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation, equity allocations, and the current market environment. https://youtu.be/Sjn6C0NsP9g
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
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
Hear Scott talk about areas of the market to watch in 2023, and his expectations for after inflation has cooled. WATCH VIDEO
Scott provides insight on the state of the market.
Ladner: We think there will be a lot of tailwinds for the markets in the back half of next year. WATCH NOW
Investors liked what they heard from the Fed this week. The Federal Reserve Board raised the Federal Funds Rate by 50 basis points (0.50 percentage
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.
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.
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.
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.
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.
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.
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.
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.
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.
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…
A large swath of the GenX population, many of whom are 20 years or less from the end of their working careers, say they don’t
The march higher in the cost of home health, assisted living or nursing home services continues. The blended cost of providing a year’s worth…
American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved up the program’s insolvency date…
Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that the jump in inflation would be “transitory” as supply…
There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR S&P 500 ETF (SPY) is outperforming…
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left the labor force last month…
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left the labor force last month…
Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales are, at 12.9%, versus how far…
Bidding wars for homes has soured people on reaching for the American dream: for the first time in nearly 40 years, a majority of…
What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name recognition of Bitcoin and…
What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name recognition of Bitcoin and…
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate…
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate…
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate…
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
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising yields that go along with it. Some market pundits…
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap 600 Index is…
They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate…
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s Yun Li around the S&P 500’s record close as Biden
Does 2021 strike you as a replay of 1999? The investment theme now, as it was then, is to buy the companies on the leading
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
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical for the central bank’s messaging and…
Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick off 2021. Goals-based clients who
Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks are ripping, up 8.2% year
Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility that Consumer Price Inflation…
Here’s another knock against putting all of your retirement-income eggs in the bond market basket. This week is ushering in record low yields of…
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
A record high for stocks…again. Earnings get much of the credit for the latest move. More than half of the S&P 500’s companies have reported
When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look like a reliable way to counteract the stock market’s inevitable…