Insights

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

Bloomberg Radio: Middle East Worries

Scott Ladner

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

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner

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

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner

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

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner

Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner

Weekly Market Recap | 09/30/2024

Zachary Hill, CFA®

What Happened Last Week China: Property market support was announced over the weekend in major cities in addition to the raft of monetary and fiscal

Which Stocks Have The Power?

Mike Dickson, Ph.D.

Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not

Weekly Market Recap | 09/23/2024

Zachary Hill, CFA®

What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick off its rate-cutting cycle, guiding for further rate decreases down

Bloomberg: A Divided Fed Raises Questions About Future Cuts

Zachary Hill, CFA®

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

Special Report: The Easing Cycle Finally Begins

Zachary Hill, CFA®

What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.

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

Weekly Market Recap | 09/16/2024

Zachary Hill, CFA®

What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week

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

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

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner

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

Fox: Why does the U.S. consumer feel like garbage?

Scott Ladner

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

Weekly Market Recap | 09/09/2024

Zachary Hill, CFA®

What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:

Quarterly Webcast Registration

Horizon Investments

Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast, hosted by Chief Investment Officer Scott Ladner and Head of

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

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner

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

Weekly Market Recap | 09/03/2024

Zachary Hill, CFA®

What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner

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.

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

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

Schwab Network: The Fed Has Quite a Lot of Room to Cut

Zachary Hill, CFA®

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

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

Weekly Market Recap | 08/19/24

Zachary Hill, CFA®

What happened last week Market Recovery: S&P rallies to within 2% of its all-time high. Healthy Data: Strong retail sales, good guidance from Walmart, and

Schwab Network: “Fed put” is alive and well.

Scott Ladner

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

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D.

U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index

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

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner

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

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner

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

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.

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%

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