
Is Fixed Income Broken?
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
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It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were
Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
Historically, the 9th month of the year hasn’t been kind to investors. “April is the
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention
Stock investors may want to brace for some bumps in the road. After months of
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for
Other market sectors are showing signs of life. The S&P 500 continued its winning streak
Is the Fed’s battle to contain inflation finally done? The market seems to think so.
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
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
https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review
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
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
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are
The housing market is the latest economic indicator to light up the charts? With the
The housing market is the latest economic indicator to light up the charts? One of
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors
The positive surprises in the labor market just keep on coming. Job creation in the
A.I. could be the most important productivity-enhancing development for the global economy since the uptake
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech
CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic
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
Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in
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
Here’s something we have only seen once in 20 years In a true study of
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what
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
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”
U.S. stocks have clearly perked up so far this year. But now, two key market
https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state
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
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
Ladner: We think there will be a lot of tailwinds for the markets in the
https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead
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 market is – as it has been a few times this year – very
The losers of the past are riding high—while yesterday’s winners appear to be out of
CIO Scott Ladner joined Yahoo Finance Live to discuss Fed policy and inflation, economic data,
We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500
Scott Ladner joined Nicole Petallides on TD Ameritrade’s ‘The Watch List’ to discuss the market,
Ron Saba weighs in on shifting focus from tech stocks to so-called value stocks in
The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble
Horizon’s Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the
CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation
Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his
Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is
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
Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent
CIO Scott Ladner joins BNN Bloomberg to discuss the BOE announcement, global growth, and sectors.
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact
It’s a game of “catch me if you can” between investors and the Fed these
CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as
Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.
“The recent CPI report threw cold water on hopes that the Fed could ease up
All eyes were once again on interest rates last week, as the European Central Bank
Head of Portfolio Management Zachary Hill, joined CNBC Worldwide Exchange to discuss the markets ahead
https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with
Chief Investment Officer Scott Ladner, joined Cheddar News’ Closing Bell to discuss U.S. stocks after
Chief Investment Officer Scott Ladner joined ‘Morning with Maria’ to weigh in on the August
“Nominal GDP slowdown has been baked in the cake. The stock market today has started
Demand for new homes is way down. What does that mean for investors? New home
Historical Recessions Given the increase in signs of a cooling economy, this study aims
It’s a safe assumption that when Bob Dylan sang “the first one now will later
What a difference a couple of months can make. Since hitting its low point (closing
Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road
As investors digested both the Fed’s decision to raise interest rates by another 75 basis
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation
The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial
Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates
CIO Scott Ladner joined Brigg MacAdam LTD founding partner Greg Swenson and Rosecliff Capital CEO
American workers are reliving the past – and that’s a potentially big problem. The reason:
Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly
CIO Scott Ladner joined Bloomberg to share his expectations for the market and why boring
With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%,
https://www.horizoninvestments.com/wp-content/uploads/2022/05/Horizon-Investmenst-Mid-Quarter-Update-Small.mp4
Last week ended with the S&P dipping briefly into bear market territory before closing higher
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his
Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The
Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity
Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the
Investors have been dumping high growth stocks for weeks, due to worries about inflation, rising
Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro
There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships
The broader tech sell-off comes after the Federal Reserve announced plans to hike interest rates
Investors liked what they heard from the Fed this week. The Federal Reserve Board raised
Bonds are usually thought of as a safe haven for investors due to their lower
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this
The truth is, individual investors today don’t care as much about exposures as they do
We know that in Preservation, clients either ask or at least ponder: What product gives
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!
U.S. companies start to report the effect of decades-high inflation on their profit margins.
“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings
Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.
Stocks fluctuate to end whirlwind week. But have we hit the bottom?
Fed Finally Moves Against Inflation With Rate Hike.
Wall Street adds to gains following surge in Chinese markets
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest
Horizon Investments CIO, Scott Ladner was on Mornings with Maria Bartiromo on Fox Business Network
Horizon Investments CIO, Scott Ladner joins Yahoo Finance Live to discuss the outlook for the
Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD
With such a choppy week so far in the markets, we pose the question, ‘Will
In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market
Listen to what Scott Ladner, Horizon CIO, and Kevin O’Leary, O’Shares, say about hedging against
Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments
One sector’s secret weapon against rising inflation, according to ETF manager Alexi Panagiotakopoulos of Fundamental
Stocks closed the first trading week of 2022 in the red as investors digested a
Kevin O’Leary of O’Shares joins Scott Ladner of Horizon Investments to discuss how to invest
Flush with new cash, Horizon Investments is even better positioned to provide first-rate advice to
Check out what Zachary Hill, CFA, Horizon Investments’ Head of Portfolio Management, had to say
Tech stocks spur Wall Street slide as investors continue to monitor inflation impact
Investors sure are a gloomy bunch these days. How downbeat are they? According to the
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
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
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
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
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and
Target date funds operate under the assumption that someone’s asset allocation should follow a glide
Yet another setback for retirees who view traditional fixed-income investments as a secure way to
The July 4th holiday’s fireworks extended into the work week on Wall Street. The 10-year
The Federal Reserve’s meeting last week sparked a selloff in stocks and bonds as the
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
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
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
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,
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
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
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
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
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for Fed and monetary policy, and our positioning across equities and
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
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
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind soft August, and artificial intelligence.
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
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
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings with Maria.’
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today, takeaways from earnings season, and under-the-radar macro themes we are
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for the Fed.
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.
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
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.
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
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.
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
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
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
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are due for a correction, and more. Watch Now
The housing market is the latest economic indicator to light up the charts? With the oldest baby boomers over eleven years into retirement and the
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
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
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
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
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
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
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
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
Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in the markets. https://youtu.be/27YkbeBM_yc
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
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
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.
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
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management
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
https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state of the economy, Fed policy, equities and fixed income.
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
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,
Ladner: We think there will be a lot of tailwinds for the markets in the back half of next year. WATCH NOW
https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead in 2023 for Fed policy, the run in value stocks
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 market is – as it has been a few times this year – very eager to trade a ‘Fed pivot’ … but we think
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
CIO Scott Ladner joined Yahoo Finance Live to discuss Fed policy and inflation, economic data, and overall volatility. Watch the Video
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
Scott Ladner joined Nicole Petallides on TD Ameritrade’s ‘The Watch List’ to discuss the market, what investors have learned from earnings season thus far and
Ron Saba weighs in on shifting focus from tech stocks to so-called value stocks in the Wall Street Journal. Read Article
The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble for multiple sectors of the economy in the future. Today,
Horizon’s Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the impacts of inflation, and his thoughts on specific sectors. Watch
CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation on earnings and his thoughts on the economy and a
Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his thoughts on particular sectors. Watch the Video
Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is the time to invest in tech stocks on ‘The Claman
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
Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent market volatility, bond yields, and why investing in equities may
CIO Scott Ladner joins BNN Bloomberg to discuss the BOE announcement, global growth, and sectors.
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact of inflation on the markets.
It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of
CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as he joins Maria Bartiromo on Fox News Media
Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates. Will it be yet another 75-basis point increase, as many
“The recent CPI report threw cold water on hopes that the Fed could ease up on policy tightening aimed at cooling inflation.” Zachary Hill, CFA.
All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates
Head of Portfolio Management Zachary Hill, joined CNBC Worldwide Exchange to discuss the markets ahead of the August CPI print.
https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with our expectations around Fed policy, global economic conditions, and our
Chief Investment Officer Scott Ladner, joined Cheddar News’ Closing Bell to discuss U.S. stocks after investors returned to trading action following Labor Day weekend.
Chief Investment Officer Scott Ladner joined ‘Morning with Maria’ to weigh in on the August jobs reports and unemployment rate.
“Nominal GDP slowdown has been baked in the cake. The stock market today has started to move on from inflation to recession fears. Don’t fight
Demand for new homes is way down. What does that mean for investors? New home sales plunged in July, falling nearly 13% to a seasonally-adjusted
Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering
It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And
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
Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road ahead for equities—and a break from market volatility—probably shouldn’t hold
As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that U.S. economic growth declined in
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation and the Fed’s big decision this week.
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
Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze
CIO Scott Ladner joined Brigg MacAdam LTD founding partner Greg Swenson and Rosecliff Capital CEO Mike Murphy on ‘Word on Wall Street’ to unpack markets
American workers are reliving the past – and that’s a potentially big problem. The reason: Real wages adjusted for inflation have recently declined, in some
Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly gains for the S&P 500 (+6.6%) and the Dow Jones
CIO Scott Ladner joined Bloomberg to share his expectations for the market and why boring investments may be prudent.
With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%, growth stock investors have taken it on the chin this
https://www.horizoninvestments.com/wp-content/uploads/2022/05/Horizon-Investmenst-Mid-Quarter-Update-Small.mp4
Last week ended with the S&P dipping briefly into bear market territory before closing higher on Friday. Inflationary pressures fueled by supply chain kinks and
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his thoughts on sectors, geopolitical risk, and the Fed.
Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The classic portfolio of 60 percent equities and 40 percent fixed-income—the
Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes
Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the Federal Reserve raised rates by 50 basis points as the
Investors have been dumping high growth stocks for weeks, due to worries about inflation, rising interest rates and a potential economic slowdown. Horizon’s Zach Hill
Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro vs macro market drivers. Tune in around the 2:20 marker.
There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships ETFs
The broader tech sell-off comes after the Federal Reserve announced plans to hike interest rates in an attempt to cool inflation. Scott Ladner, CIO, Horizon
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
Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors preparing for retirement, or those
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this year. As seen in the chart, the 10-day moving average
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
We know that in Preservation, clients either ask or at least ponder: What product gives me all the upside and no downside? Ah, the holy
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
U.S. companies start to report the effect of decades-high inflation on their profit margins.
“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is quoted on CNBC earlier today. As investors are keeping their
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year are that consumer spending will
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one of the most interesting and
Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.
Stocks fluctuate to end whirlwind week. But have we hit the bottom?
Fed Finally Moves Against Inflation With Rate Hike.
Wall Street adds to gains following surge in Chinese markets
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.
Horizon Investments CIO, Scott Ladner was on Mornings with Maria Bartiromo on Fox Business Network to discusses the impact the Russian invasion of Ukraine has
Horizon Investments CIO, Scott Ladner joins Yahoo Finance Live to discuss the outlook for the stock market ahead of President Biden addressing geopolitical tensions between
Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD Ameritrade. Tune in to find out more.
With such a choppy week so far in the markets, we pose the question, ‘Will the Federal Reserve run to the rescue?’. Listen to Scott
In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market sector picks on ‘Mornings with Maria’ on Fox Business Channel.
Listen to what Scott Ladner, Horizon CIO, and Kevin O’Leary, O’Shares, say about hedging against rising inflation.
Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to bonds in the hunt for
One sector’s secret weapon against rising inflation, according to ETF manager Alexi Panagiotakopoulos of Fundamental Income joins Kevin O’Leary of O’Shares and Scott Ladner of
Stocks closed the first trading week of 2022 in the red as investors digested a key report on the U.S. labor market recovery at the
Kevin O’Leary of O’Shares joins Scott Ladner of Horizon Investments to discuss how to invest in an inflationary environment.
Flush with new cash, Horizon Investments is even better positioned to provide first-rate advice to investors on the best ETFs and funds in the market.
Check out what Zachary Hill, CFA, Horizon Investments’ Head of Portfolio Management, had to say about defensive stocks and what we could see in this
Tech stocks spur Wall Street slide as investors continue to monitor inflation impact
Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a weekly poll measuring individual investors’
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal funds rate—a key short-term interest rate—by 25 basis points from
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.
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.
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.
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…
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and the reopening of the economy…
Target date funds operate under the assumption that someone’s asset allocation should follow a glide path, automatically shifting a portfolio…
Yet another setback for retirees who view traditional fixed-income investments as a secure way to fund a long retirement…