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The Lag 7

Mike Dickson, Ph.D. March 19, 2025

The shift in market leadership continues The uncertainty weighing on stock prices lately has hit

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AI in Flux

Mike Dickson, Ph.D. January 29, 2025

What does Nvidia’s historic rout mean for investors?  The bad news: AI darling Nvidia lost

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Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

Small-cap stocks may offer tactical opportunities.  Investors who expect a late-year, post-election rally in small-company

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Aahhhh…

Mike Dickson, Ph.D. November 13, 2024

With election results finalized, investors take a breath. The election is over—and financial markets are

Read More

A Strong Foundation

Mike Dickson, Ph.D. October 23, 2024

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of

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China Takes Off

Mike Dickson, Ph.D. October 3, 2024

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

Read More

A Smoother Road?

Mike Dickson, Ph.D. September 11, 2024

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific

Read More

A Fall Harvest?

Mike Dickson, Ph.D. September 5, 2024

Here’s how stocks may perform for the rest of 2024 As the fall harvest season

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Ready To Cut

Mike Dickson, Ph.D. August 29, 2024

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about

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Don’t Panic!

Mike Dickson, Ph.D. August 6, 2024

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing

Read More

July is Hot!

Mike Dickson, Ph.D. June 26, 2024

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

Read More

Simply Ncredible

Mike Dickson, Ph.D. May 30, 2024

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s

Read More

The Details Matter

Mike Dickson, Ph.D. March 27, 2024

Derivatives can be effective when you know what you’re buying or selling. Covered call option

Read More

High Yield Action

Mike Dickson, Ph.D. March 13, 2024

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut

Read More

People Have Power!

Zachary Hill, CFA® February 7, 2024

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added

Read More

Good Vibes

Mike Dickson, Ph.D. February 1, 2024

The economy and inflation are lining up as investors hoped they would. All eyes were

Read More

Perking Up!

Mike Dickson, Ph.D. December 7, 2023

Most stocks have been laggards this year, but that could be starting to change.  It’s

Read More

Small Packages

Zachary Hill, CFA® November 30, 2023

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

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A Good Option

Mike Dickson, Ph.D. November 17, 2023

One active approach to risk management is currently beating the market. Risk management can be

Read More

A Hard Road

Mike Dickson, Ph.D. November 1, 2023

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over

Read More

The Homebuyer Blues

Mike Dickson, Ph.D. October 26, 2023

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking

Read More

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

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Call Me!

Mike Dickson, Ph.D. August 9, 2023

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative

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Too Much of Nothing

Mike Dickson, Ph.D. April 19, 2023

What tools can investors use to fight longevity risk in retirement?  Many retirees today probably

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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

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Economic Health

Horizon Investments April 4, 2022

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.

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Dead Money?

Horizon Investments April 1, 2022

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest

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Market Volatility

Horizon Investments April 1, 2022

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD

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Beyond the Bond

Horizon Investments March 31, 2022

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments

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Categories

Topics

A Tariff Turnaround

Zachary Hill, CFA®

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that they will temporarily suspend the high import tariffs they imposed

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Weekly Market Recap | 05/12/2025

Zachary Hill, CFA®

What Happened Last Week Markets Listless: Equity markets consolidated with notably lower volatility last week as investors digested the U.S.-UK trade framework and expectations for

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Weekly Market Recap | 04/21/2025

Zachary Hill, CFA®

What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined, supported by several solid Treasury auctions. Equity Volatility Eased: Selling

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Is The Worst Behind Us?

Mike Dickson, Ph.D.

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what Wall Street would prefer, market volatility has trended lower this

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Weekly Market Recap | 04/07/2025

Zachary Hill, CFA®

What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and the “reciprocal” tranche to be implemented on April 9—threaten a

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Weekly Market Recap | 03/31/25

Zachary Hill, CFA®

What Happened Last Week Tariff Impact: Equity markets declined following Trump’s announcement of 25% auto sector tariffs, pushing U.S. tariffs to their highest level since

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Weekly Market Recap | 03/24/25

Zachary Hill, CFA®

What Happened Last Week Equity Consolidation: Intra-equity market volatility was calmer last week after a few weeks of sharp investor rotations out of the U.S.

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The Lag 7

Mike Dickson, Ph.D.

The shift in market leadership continues The uncertainty weighing on stock prices lately has hit many of the market’s highest fliers the hardest—while some previously

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Weekly Market Recap | 03/17/25

Zachary Hill, CFA®

What Happened Last Week Market Correction Signals: S&P 500 falls for a fourth week—one of the quickest corrections in 75 years—as indices finish below key

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Take A Breath

Mike Dickson, Ph.D.

Recent stock market losses are not as bad as they may seem Last week saw the S&P 500 have its worst week since September. The

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Weekly Market Recap | 03/03/2025

Zachary Hill, CFA®

What Happened Last Week Sentiment Souring: Policy uncertainty is likely contributing to the deterioration in animal spirits. Slowdown Fears: Investor growth concerns were fueled in

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Weekly Market Recap | 02/24/2025

Zachary Hill, CFA®

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps and retail darlings suffer big losses. International Outperformance: The string

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Weekly Market Recap | 02/18/2025

Zachary Hill, CFA®

What Happened Last Week Tariffs: Markets welcomed Trump’s tariff delay, but skepticism raises the risk of more aggressive action down the line. Markets: Optimism over

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A Small-Cap Surprise Party

Mike Dickson, Ph.D.

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

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Weekly Market Recap | 02/10/2025

Zachary Hill, CFA®

What Happened Last Week Policy Uncertainty: Investors welcomed a delay in tariffs on Canada and Mexico. Sentiment Support: A weaker dollar, primarily driven by lower

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Weekly Market Recap | 02/03/2025

Zachary Hill, CFA®

What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in AI infrastructure following DeepSeek’s model release. Trump Tariffs: Tariff threats

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AI in Flux

Mike Dickson, Ph.D.

What does Nvidia’s historic rout mean for investors?  The bad news: AI darling Nvidia lost $593 billion in market capitalization on Monday—the single-greatest one-day plunge

Read More

Dance of the Dollar

Mike Dickson, Ph.D.

Will Trump’s tariffs push the greenback even higher?  The U.S. dollar has risen sharply in value versus other world currencies in the past few months,

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Weekly Market Recap | 1/13/2025

Zachary Hill, CFA®

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good

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Time to Think Small?

Mike Dickson, Ph.D.

Small-cap stocks may offer tactical opportunities.  Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been

Read More

Bitcoin Ascendant

Mike Dickson, Ph.D.

The digital currency seems to have the wind at its back these days.  An ongoing post-election surge drove Bitcoin’s price above $100,000 for the first

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Weekly Market Recap | 12/09/2024

Zachary Hill, CFA®

What Happened Last Week Fresh All-Time High: S&P notches another ATH, supported by mega-caps.  Price Action: A weaker dollar drove international stocks outperformance. Payrolls: Good,

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Weekly Market Recap | 12/02/2024

Zachary Hill, CFA®

What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs over the holiday-shortened trading week. Rates Lower: Treasury yields fell

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Weekly Market Recap | 11/18/2024

Zachary Hill, CFA®

What Happened Last Week Price Action: Headline equities sold off as investors digested marginally hawkish Fed commentary and Trump’s cabinet picks. Controversial Cabinet Picks: RFK

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Aahhhh…

Mike Dickson, Ph.D.

With election results finalized, investors take a breath. The election is over—and financial markets are breathing a huge sigh of relief. Case in point: Investors

Read More

Weekly Market Recap | 11/11/2024

Zachary Hill, CFA®

What Happened Last Week Republican Election Sweep: Republicans granted a strong mandate to pursue an ambitious policy with Trump’s decisive victory, anticipated majorities in Congress,

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Weekly Market Recap | 11/04/2024

Zachary Hill, CFA®

What Happened Last Week Yields Rose: Concerns over higher spending in the U.S. post-election caused yields to spike, dampening equity sentiment. Mega-cap Earnings: The NASDAQ

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A Strong Foundation

Mike Dickson, Ph.D.

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

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Happy Birthday, Bull!

Mike Dickson, Ph.D.

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

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Weekly Market Recap | 10/07/2024

Zachary Hill, CFA®

What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation against Iran’s energy infrastructure. U.S. Jobs: A blow-out jobs figure

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China Takes Off

Mike Dickson, Ph.D.

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

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Let’s Get It Started

Mike Dickson, Ph.D.

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

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A Smoother Road?

Mike Dickson, Ph.D.

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

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Special Report: Election 2024

Zachary Hill, CFA®

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

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A Fall Harvest?

Mike Dickson, Ph.D.

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

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Ready To Cut

Mike Dickson, Ph.D.

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

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Weekly Market Recap | 08/26/24

Zachary Hill, CFA®

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort

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Stocks Come Roaring Back

Mike Dickson, Ph.D.

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

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Weekly Market Recap | 08/12/24

Zachary Hill, CFA®

What happened last week Price Action: U.S. and global stocks ended the week practically unchanged despite Monday’s historic volatility. Carry & Dispersion Trades: Unwinds in

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Don’t Panic!

Mike Dickson, Ph.D.

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing fears that July’s slowdown in hiring could spark a recession.

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Investors Get Spooked

Mike Dickson, Ph.D.

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

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Weekly Market Recap | 08/05/24

Zachary Hill, CFA®

What happened last week Price action: Summer liquidity, poor economic data, a less dovish than desired Fed, and positioning all contributed to a broad-based decline

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The Comeback Kids

Mike Dickson, Ph.D.

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

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Weekly Market Recap | 07/29/24

Zachary Hill, CFA®

What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy NASDAQ 100. U.S. Data: U.S. GDP came in stronger than

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The Case Against Pessimism

Zachary Hill, CFA®

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

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Weekly Market Recap | 07/22/24

Zachary Hill, CFA®

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

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Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

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Q2 2024 – Strategies in Review​

Zachary Hill, CFA®

  Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

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Weekly Market Recap | 07/08/24

Zachary Hill, CFA®

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

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Weekly Market Recap | 07/01/24

Zachary Hill, CFA®

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

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July is Hot!

Mike Dickson, Ph.D.

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

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Weekly Market Recap | 6/24/24

Zachary Hill, CFA®

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

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The Best – Or the Rest?

Mike Dickson, Ph.D.

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

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Weekly Market Recap | 6/17/24

Zachary Hill, CFA®

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental

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A Sunny Summer for Stocks?

Zachary Hill, CFA®

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

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Weekly Market Recap | 6/10/24

Zachary Hill, CFA®

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

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Weekly Market Recap | 6/03/24

Zachary Hill, CFA®

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was

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Simply Ncredible

Mike Dickson, Ph.D.

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

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Weekly Market Recap | 5/28/24

Zachary Hill, CFA®

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:

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In Fighting Shape

Mike Dickson, Ph.D.

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

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Weekly Market Recap | 5/13/24

Zachary Hill, CFA®

What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead

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Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

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Weekly Market Recap | 4/22/24

Zachary Hill, CFA®

What happened last week Equities fell for the third consecutive week as rates continued to climb higher. Strong retail sales print supported the trend of

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Weekly Market Recap | 4/15/24

Zachary Hill, CFA®

What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third consecutive upside CPI surprise pushed rate cuts out of market

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Weekly Market Recap | 4/08/24

Zachary Hill, CFA®

What happened last week The second quarter opened with a whimper as stocks declined and the U.S. Treasury yield curve bear steepened. Strong economic data,

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Can Stocks Keep Running?

Mike Dickson, Ph.D.

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

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Weekly Market Recap | 4/01/24

Zachary Hill, CFA®

What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose over 10%, a strong (85 percentile since 1993) historical quarterly

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The Details Matter

Mike Dickson, Ph.D.

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

Read More

Weekly Market Recap | 3/25/24

Zachary Hill, CFA®

What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last

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High Yield Action

Mike Dickson, Ph.D.

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

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Weekly Market Recap | 3/11/24

Zachary Hill, CFA®

What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term

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An Inflation Head-Fake?

Mike Dickson, Ph.D.

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

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Weekly Market Recap | 3/04/24

Zachary Hill, CFA®

What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into

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A World of Opportunity

Mike Dickson, Ph.D.

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

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Weekly Market Recap | 2/26/24

Zachary Hill, CFA®

What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked

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Weekly Market Recap | 2/20/24

Zachary Hill, CFA®

What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.

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People Have Power!

Zachary Hill, CFA®

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

Read More

Good Vibes

Mike Dickson, Ph.D.

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

Read More

Weekly Market Recap | 1/29/24

Zachary Hill, CFA®

What happened last week Economic growth remains hot with inflation cooling – the probability of a ‘soft landing’ or ‘no landing’ is increasing. The strong

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Weekly Market Recap | 1/22/24

Zachary Hill, CFA®

What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across major US equity indices. Economic data fueled the rally –

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Weekly Market Recap | 1/16/24

Zachary Hill, CFA®

What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps). Benign December CPI & PPI prints contributed to a dip

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Perking Up!

Mike Dickson, Ph.D.

Most stocks have been laggards this year, but that could be starting to change.  It’s no secret that a minute group of tech stocks has

Read More

Small Packages

Zachary Hill, CFA®

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

Read More

A Good Option

Mike Dickson, Ph.D.

One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has

Read More

Weekly Market Recap | 11/13/23

Zachary Hill, CFA®

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

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Weekly Market Recap | 11/06/23

Zachary Hill, CFA®

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

Read More

A Hard Road

Mike Dickson, Ph.D.

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the

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Weekly Market Recap | 10/30/23

Zachary Hill, CFA®

What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities for the second week in a row. The relative stability

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A Roaring U.S. Economy?

Mike Dickson, Ph.D.

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before

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The Homebuyer Blues

Mike Dickson, Ph.D.

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

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Weekly Market Recap | 10/23/23

Zachary Hill, CFA®

What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic and fundamental data. Long-end Treasury yields surged, sending the S&P

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Weekly Market Recap | 10/16/23

Zachary Hill, CFA®

What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising long-term interest rates. Bond market volatility driven by the Middle

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Q3 2023 Review + Market Outlook Webcast

Scott Ladner

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 the third quarter of 2023 and provide a market outlook.

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Weekly Market Recap | 10/09/23

Zachary Hill, CFA®

What happened last week Stronger economic data and domestic political turmoil contributed to a resumption of the bond sell-off. Stocks reversed early weakness as a

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Is Fixed Income Broken?

Mike Dickson, Ph.D.

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

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Advisor Sentiment Survey Results

Austin Fitch, CFA®

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

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Weekly Market Recap | 9/18/23

Zachary Hill, CFA®

What happened last week Treasury yields continued to move last week higher on strong economic data. U.S. inflation came in slightly hotter than expected, driven

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Weekly Market Recap | 9/11/23

Zachary Hill, CFA®

What happened last week Strong data drove Treasury yields higher and stocks lower in a holiday-shortened trading week. As China signals iPhone bans, $200B of

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Weekly Market Recap | 8/21/23

Zachary Hill, CFA®

What happened last week The push higher in Treasury yields drove the third consecutive week of simultaneous losses in equities and core bonds. Retail sales

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Turbulence Ahead?

Zachary Hill, CFA®

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

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Weekly Market Recap | 8/14/23

Zachary Hill, CFA®

What happened last week Pressure building on the disinflation narrative as global bond yields surge and commodities continue their rally Domestic equities were also lower

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Call Me!

Mike Dickson, Ph.D.

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and generate income are an important

Read More

Investors Keep Calm and Carry On

Mike Dickson, Ph.D.

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

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Weekly Market Recap | June 26, 2023

Zachary Hill, CFA®

What happened last week Stocks sold off with small caps, value, and internationals leading losses as narrow market leadership continued Monetary policy developments were negative

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Homes! Homes! Homes!

Mike Dickson, Ph.D.

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

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Jobs! Jobs! Jobs!

Mike Dickson, Ph.D.

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

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BIG NUMBER 1=2000

A One-Stock Army?

Zachary Hill, CFA®

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

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Big Numbers 13.2%

The Wheat and the Chaff

Mike Dickson, Ph.D.

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

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Too Much of Nothing

Mike Dickson, Ph.D.

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

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A Tale of Two Markets

Mike Dickson, Ph.D.

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

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Q4 Focus 2022: Navigating The Unknown

Scott Ladner

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

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When Risk Management Fails

Mike Dickson, Ph.D.

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

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Hard Truths About Soft Landings

Zachary Hill, CFA®

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

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When It’s Time to Change

Horizon Investments

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,

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Zach Hill on Yahoo! Finance

Horizon Investments

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

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Europe Hits the Brakes

Horizon Investments

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

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Fast Take: Market Update

Zachary Hill, CFA®

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

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What Constitutes a Recession?

Horizon Investments

Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the

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A Tale of Two Markets

Horizon Investments

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

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Keep Calm and Carry On

Horizon Investments

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

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Déjà Vu All Over Again

Horizon Investments

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

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Noise & Financial Planning

Horizon Investments

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

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Market Volatility

Horizon Investments

“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

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Dead Money?

Horizon Investments

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.

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Market Volatility

Horizon Investments

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD Ameritrade. Tune in to find out more.

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Mornings with Maria

Horizon Investments

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.

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Beyond the Bond

Horizon Investments

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

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Flush with new cash!

Horizon Investments

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.

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Is now the time for ESG?

Scott Ladner

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

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