Insights

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

Yahoo Finance: Friday’s Market Sell-Off a ‘Technical-Driven Unwind’

Scott Ladner

The recent market volatility should prompt investors to take a deep breath and evaluate their investment time horizon. Chief Investment Office Scott Ladner joined Yahoo

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

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

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:

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.

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

Scott Ladner

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June 28, 2024. For the quarter: The Nasdaq 100 returned 8.1%.

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D.

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks

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

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.

Q2 2024 Quarterly Webcast Replay

Horizon Investments

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the second quarter of 2024 and provide a market outlook. Download

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

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA®

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the

CNBC: Need rate cuts to broaden the rally, not to keep it going

Scott Ladner

Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer Scott Ladner joined CNBC to forecast his expectations on where

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D.

Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first

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:

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

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

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA®

Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on the AI trade trajectory and why investors are underweight financials.

Schwab Network: Once The Fed Cuts, Will It Continue To Cut?

Scott Ladner

Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined Schwab Network to discuss potential motivators for the timing of

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