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A World of Opportunity

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

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

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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A World of Opportunity

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

Read More

Weekly Market Recap | 2/26/24

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

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!

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

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Good Vibes

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

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Weekly Market Recap | 1/29/24

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

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

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!

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

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Small Packages

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

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A Good Option

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

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Weekly Market Recap | 11/13/23

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

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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A Hard Road

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

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?

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

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

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

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

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

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?

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

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

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

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

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?

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

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!

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

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Investors Keep Calm and Carry On

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

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!

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!

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?

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

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

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

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

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

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

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

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

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

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

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?

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

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

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

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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