Industry View

Category: Industry View


Don’t let short-term risk dominate investment strategy

Article reprinted from Financial-planning.comby Robbie CannonWhen thinking about clients’ retirement portfolios and client behavior, the best approach is to make portfolios decisions based on their life stages, from accumulation toward life goals, to the preservation…

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Sector Watch: Tactical Investment Opportunities Around Q1 Earnings Season

By Ron Saba, Senior Managing Director of Investment Management and Chief Investment Officer at Horizon Investments A key component of successful goals-based investing is to think opportunistically. Tactical investment strategies designed to capture upside returns and…

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VIDEO: Quarterly Review – Q1 2016

 The investment leaders of Horizon Investments have gathered again to discuss their market and industry insights for Q1 of 2016. Horizon’s market insights are a direct result of the economic, quantitative and fundamental analysis we…

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Quarterly Review – Q1 2016

UNEASY UNSETTLED UNCERTAINFinancial Markets Experienced A Bumpy Ride During The First Three Months Of 2016. Although The S&P 500 Index Of Large, Domestic Stocks Was Positive For The Quarter—Returning 1.35%—The Journey Was Hardly Smooth.Indeed, stocks…

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VIDEO: Why Active Management Will Win 2016

rnrnCourtesy of ETFTrends.comThe political climate is always something that needs to be understood in order to best plan your ETF portfolio. The prospects of rising rates and a long in the tooth bull market is…

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Putting A Price On Poor Investor Behavior

In a recent blog article, we discussed how bad investor behavior can be devastating to long-term investment performance and challenged investors’ abilities to achieve their financial goals. In this article, we provide further discourse around…

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Taking It To The Next Level: When Diversification Isn’t Enough

Managing risk via diversification is the M.O. of any asset management firm and, true to form, we at Horizon provide diversification as part of our model, but we do so alongside an active allocation strategy.…

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Finding A New Landing Spot In The Midst Of Transition – Part II

Many financial advisors have been impacted by the shutdown of Curian Capital, and as we blogged about previously, if you’re one of them, you need a viable landing spot for your clients’ assets. In addition to…

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Finding A New Landing Spot In The Midst Of Transition – Part I

Curian Capital recently announced last that it’s shutting its doors, and the company’s sudden departure from the industry has probably left you wondering where to transfer your clients’ assets and how to keep their portfolios…

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