Insights categories

Filter out the daily noise.

Sign up for our newsletter and never miss our insights.

Get in touch

Speak with someone in your area to learn more

Evaluating Strategies in a Goals-Based Context

When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions...

The Retirement Income Challenge

Download PDF With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight...

Tactical Management: Global, Flexible, Dynamic

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon...

Using non-traditional data to quantitatively identify high-quality companies.

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of...

What Constitutes a Recession?

  Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens...

Are Bonds No Longer A Safe Haven For Investors?

Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors...

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the...

Is now the time for ESG?

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the...

The True Value of Financial Advice

Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is...
You are now leaving this website to go to HorizonMutualFunds.com