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Quarterly Updates

FOCUS Quarterly Report | Q3 2025

Scott Ladner October 23, 2025

Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of

Strategies Quarterly Commentary | Q3 2025

Zachary Hill, CFA® October 9, 2025

Market Review Equity markets continued to climb the wall of worry in the third quarter

Webcast Replay: Q3 2025 Quarterly Review & Market Outlook

Scott Ladner October 7, 2025

Download Presentation

Q3 2025 Quarterly Review & Market Outlook

Horizon September 11, 2025

FOCUS Quarterly Report | Q2 2025

Scott Ladner July 24, 2025

The Confidence Gap: Strong Economy, Shaky Sentiment OVERVIEW U.S. stocks posted strong returns during the

Strategies Quarterly Commentary | Q2 2025

Zachary Hill, CFA® July 21, 2025

If the first quarter of 2025 felt worse than it actually was, the second quarter

Webcast Replay: Q2 2025 Quarterly Review & Market Outlook

Scott Ladner July 8, 2025

Download Presentation

Q1 2025 – Strategies in Review

Zachary Hill, CFA® April 16, 2025

Gain Strategies The first quarter was one of volatility and investor whiplash that felt much

Q1 2025 Quarterly Review & Market Outlook Webcast Replay

Horizon April 8, 2025

Download Presentation

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged

Q4 2024 – Strategies in Review

Zachary Hill, CFA® January 14, 2025

Gain Strategies The choppy, volatile market environment continued in the final quarter of 2024.

Q4 2024 Quarterly Review & Market Outlook Webcast Replay

Horizon January 8, 2025

Download Presentation

Quarterly Report | The Road Back to Normal

Scott Ladner October 18, 2024

OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

Q3 2024 Quarterly Webcast Replay

Horizon October 8, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Quarterly Webcast Registration

Horizon September 5, 2024

Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast,

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner July 18, 2024

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

Q2 2024 Quarterly Webcast Replay

Horizon July 9, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Q1 2024 Report | Party Like It’s 1995?

Scott Ladner April 29, 2024

OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last

Q1 2024 Review + Market Outlook Webcast

Scott Ladner April 12, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued

Q4 2023 Quarterly Focus Article

Scott Ladner January 12, 2024

OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a

Q4 2023 Review + Market Outlook Webcast

Scott Ladner January 11, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth

Q4 2023 Review & Market Outlook Registration

Horizon January 2, 2024

Q3 2023 Quarterly Focus Article

Scott Ladner October 25, 2023

OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Gain Strategies After a surprising and surprisingly positive first half of the year for financial

Q3 2023 Review + Market Outlook Webcast

Scott Ladner October 10, 2023

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

BNN Bloomberg: Upside in markets, cyclical commodities, and more

Scott Ladner September 21, 2023

Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg

Market Update: Fed, Microeconomics, and Macroeconomics | August 7, 2023

Zachary Hill, CFA® August 7, 2023

https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,

TD Ameritrade July 24, 2023 | The Importance of A.I. In Upcoming Earnings

Scott Ladner July 24, 2023

CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential

Q2 2023 Quarterly Focus Article

Scott Ladner July 17, 2023

OVERVIEW During the second quarter of 2023, several key equity market indices built on their

Q2 2023 Review + Market Outlook Webcast

Scott Ladner July 14, 2023

https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Horizon Investments March 27, 2023

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

Gain Strategies The final quarter of what has been a difficult year for asset owners

Q4 Focus 2022: Navigating The Unknown

Scott Ladner January 30, 2023

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an

The FED means business about knocking out inflation

Horizon Investments October 15, 2022

Central bankers have become laser-focused on crushing inflation. What could that mean for the economy

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks

Fast Take: Market Update

Zachary Hill, CFA® September 8, 2022

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

Tug of War | Inflation vs Growth

Horizon Investments July 25, 2022

Overview Investors faced a wall of worry during the second quarter that proved to

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

Gain Strategies The second quarter of 2022 was another difficult one for asset markets

Strategies Quarterly Commentary | Q3 2025

Zachary Hill, CFA® October 9, 2025

Webcast Replay: Q3 2025 Quarterly Review & Market Outlook

Scott Ladner October 7, 2025