Schwab Network: Finding Investment Opportunities Amid Iran Volatility, in Emerging Markets
Mike Dickson, Ph.D.
March 16, 2026
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https://schwabnetwork.com/video/september-seasonality-diversification-barbell-approach-to-your-portfolio Watch Now
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Listen Now – James’s interview starts at 36:00. The Underlying Dividend Yield reflects the annualized
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https://www.cnbc.com/video/2025/07/15/ladner-investor-sentiment-has-improved-on-optimism-over-clarity-on-trade-deals-soon.html
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Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail
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Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic.
Watch Video Despite no significant changes in the economy, a shift in perspective has created
Watch Now
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Watch Now During a recent interview with BNN Bloomberg, Zach Hill highlighted key themes for
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Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom
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The latest homebuilder data could provide some promising signals for the housing market. Chief Investment
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Listen Now
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid
Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s
We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks
Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID
How do you harness the resilience of the U.S. consumer? With steady wage gains and
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key
With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught
Defensive stocks have come into focus as global tensions have risen in recent weeks –
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near,
September holds its notorious history of challenging stocks. How could interest rate cuts affect the
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab
Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC
Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio
Homebuilders and housing stocks may be a smart first play for the anticipated September cut
Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN
The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time
The recent market volatility should prompt investors to take a deep breath and evaluate their
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach
Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on
Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined
Are we in for a slow summer with the Fed? Head of Portfolio Management Zach
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange
Utilities are the top performing sector this quarter. Is this the next AI play? Chief
Finding a balance between growth potential and low-risk investments can be essential for long-term retirement
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.
Is the Fed out of play as a market catalyst at this point? Chief Investment
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this
Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors
Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head
Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his
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
While some headlines focus on credit card debt alone, Head of Research & Product Development
“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
MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of
Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were
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
Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are
A.I. could be the most important productivity-enhancing development for the global economy since the uptake
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”
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Download Prospectus Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. Investing involves risk, including potential loss of principal. There is
Watch Now
Watch Now
Listen Now
https://schwabnetwork.com/video/green-flags-for-the-market-ai-in-early-innings- Watch Now
Read Now
https://www.bnnbloomberg.ca/video/shows/the-close/2025/09/11/market-isnt-pricing-in-50-bps-cut-seriously-dickson/ Watch Now
Listen Now
https://schwabnetwork.com/video/september-seasonality-diversification-barbell-approach-to-your-portfolio Watch Now
https://finance.yahoo.com/video/ai-capex-stimulus-level-boost-170029875.html Watch Now
https://schwabnetwork.com/video/comparing-different-inflation-reports Watch Now
Listen Now – James’s interview starts at 36:00. The Underlying Dividend Yield reflects the annualized income net of expenses of the fund as a percentage
Listen Now
https://www.cnbc.com/video/2025/07/15/ladner-investor-sentiment-has-improved-on-optimism-over-clarity-on-trade-deals-soon.html
Read More
Watch Now
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Read More
Read More Askar – stock.adobe.com
Read More Renan – stock.adobe.com
Listen Here
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Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail sales, and broadening sector strength beyond tech. Head of Research
Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic. Unlike 2022, when inflation and interest rate hikes were the
Watch Video Despite no significant changes in the economy, a shift in perspective has created market volatility and raised questions about the Fed’s outlook. Chief
Watch Now
Watch Now During a recent interview with BNN Bloomberg, Zach Hill highlighted key themes for 2025, including corporate resilience, deregulation, and earnings growth. However, recent
Watch Now
Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom chip creator finish out the year? Head of Research Mike
Watch Now
The latest homebuilder data could provide some promising signals for the housing market. Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently leading over internationals, but inflation concerns are real. Head of
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer
“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid earnings outlook could solve recent small-caps underperformance relative to large-caps.
Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election on markets.
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at
We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance risk and capture opportunities as AI advances drug development and
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience
Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID economic landscape, the growing significance of AI, and the potential
How do you harness the resilience of the U.S. consumer? With steady wage gains and relatively low debt levels, consumer spending remains a key factor
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by
With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught up in the buzz. However, as Scott Ladner, our Chief
Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be
September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is a good economy. Chief Investment Officer Scott Ladner joins Fox
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening
Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC to discuss how the adoption of AI moves the market.
Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss the
Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab
Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN Bloomberg to discuss the recent U.S. jobs report and his
The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time to feel confident? While the panic we witnessed last week
The recent market volatility should prompt investors to take a deep breath and evaluate their investment time horizon. Chief Investment Office Scott Ladner joined Yahoo
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the
Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer Scott Ladner joined CNBC to forecast his expectations on where
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on the AI trade trajectory and why investors are underweight financials.
Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined Schwab Network to discuss potential motivators for the timing of
Are we in for a slow summer with the Fed? Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss what fewer Fed
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video
Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown
Finding a balance between growth potential and low-risk investments can be essential for long-term retirement income. Head of Research & Quantitative Strategies Mike Dickson, Ph.D.,
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video
Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.
Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors on Fox Business Network ‘The Claman Countdown.’ Watch Video
Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting from planning for nearly seven rate cuts to less than
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to
Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his expectations of Fed rate cuts, investing in a high rate,
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
While some headlines focus on credit card debt alone, Head of Research & Product Development Mike Dickson, Ph.D., provides a different perspective on how the
“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
MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of important decisions, including asset allocation, manager due diligence, and more.
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
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,
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.
Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week of the summer on Wall Street.
Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second half of 2023. Read Article
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are due for a correction, and more. 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
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management