Sell in May and Go Away? Not This Year
June 1, 2020
Equity markets ended the month higher in a holiday-shortened week
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As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist of three stages—accumulation (or the gain stage), preservation (or the protect stage) and distribution (or the spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
GAIN Stage
PROTECT Stage
SPEND Stage
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
Click here to watch our history in review.
Equity markets ended the month higher in a holiday-shortened week
Year-over-year (YoY) dinner reservation data from OpenTable shows just how
Stock markets climbed the wall of worry last week, closing
Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick,
This week’s big number is -1.33% — the cumulative change
Equities ended the week lower last week. Emerging markets outperformed
Equity markets ended the month higher in a holiday-shortened week in the U.S. Regionally, international developed markets outperformed (MXEA +5.1%) while emerging markets returned 2.9%
Year-over-year (YoY) dinner reservation data from OpenTable shows just how widely the pace of reopening in the U.S. varies by state. Reported daily, this high
Stock markets climbed the wall of worry last week, closing up 2.9% globally (MXWD) as hopes around a coronavirus vaccine and the loosening of restrictions
This week’s big number is -1.33% — the cumulative change in global short term interest rates, as set by each country’s central bank, since the
Equities ended the week lower last week. Emerging markets outperformed (MXEF -1.1%) due to stability in Asia, while international developed markets lagged on noticeable weakness
Is there a glimmer of hope among small businesses? The results of the NFIB Small Business Optimism Survey for April 2020 were released on Tuesday,
Equity markets ended the month higher in a holiday-shortened week in the U.S. Regionally, international developed markets outperformed (MXEA +5.1%) while emerging markets returned 2.9%
Year-over-year (YoY) dinner reservation data from OpenTable shows just how widely the pace of reopening in the U.S. varies by state. Reported daily, this high
Stock markets climbed the wall of worry last week, closing up 2.9% globally (MXWD) as hopes around a coronavirus vaccine and the loosening of restrictions
This week’s big number is -1.33% — the cumulative change in global short term interest rates, as set by each country’s central bank, since the
Equities ended the week lower last week. Emerging markets outperformed (MXEF -1.1%) due to stability in Asia, while international developed markets lagged on noticeable weakness
Is there a glimmer of hope among small businesses? The results of the NFIB Small Business Optimism Survey for April 2020 were released on Tuesday,
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the purpose behind their investment
For years, conventional wisdom has held that individuals nearing retirement should increase their fixed income allocation to protect assets and generate income. But there are
Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout
written by: ROBBIE CANNON – President + CEO for Horizon Investments Nicolaus Copernicus was a Polish mathematician who formulated and promoted a model of the
written by: ROBBIE CANNON – President + CEO for Horizon Investments The magician’s assistant has the ability to distract the audience from the real trick
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring in financial advisors and develop
As market volatility persists heading into year-end, the question remains as to whether this new volatility regime is here to stay. While the uptick in
Fall 2018 has brought about many newsworthy events including midterm elections, looming trade discussions with China, and uncertainty surrounding the Federal Reserve’s plan for upcoming
Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios, the inherent limitations of some
As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now face and start protecting their
As investors approach the time when they will begin tapping their portfolios to pay for a goal, they need to take steps to protect that
Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for the TD Ameritrade Network. Scott discussed his macro market
Wondering what caused Monday’s marketwide trading halt? What the potential impact of COVID-19 could be? What’s going on with credit markets? What the macro backdrop
Gain new insights to help you navigate the market sell-off and investor concerns. Horizon’s Investment Management Team shares the factors that may be driving the
Want clarity amid COVID-19 confusion? Listen to this interview with immunologist and infectious disease specialist Dr. Steven Sepe, as he answers quesions about what to
Scott Ladner, Horizon Investments CIO, joined CNBC to discuss the underappreciated impact of the Fed policy rethink and why rates won’t likely go up anytime
Scott Ladner, Horizon Investments CIO, joined Bloomberg Daybreak to discuss rates, retail, and the latest Coronavirus data. The recording of the interview can be found
Scott Ladner, Horizon Investments CIO, appeared on Yahoo Finance to tackle the economy, valuations, and what could potentially happen as the current cycle matures. The
Scott Ladner, Horizon’s Chief Investment Officer, appeared on Cheddar to discuss Fed Chairman Jerome Powell’s latest comments on the coronavirus outbreak and it’s potential for
On Monday, January 6, 2020 Scott Ladner, Horizon’s Chief Investment Officer, was quoted by NBC News on the importance of revisiting your financial plan during
On Friday, January 3, 2020 Scott Ladner, Horizon’s Chief Investment Officer, appeared on CNBC to discuss the global impact to the market from the recent
2020 is here and the late-cycle rhetoric of the herd has only grown louder. What’s an investor to do? Should you put blind faith in
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring in financial advisors and develop
As market volatility persists heading into year-end, the question remains as to whether this new volatility regime is here to stay. While the uptick in
Fall 2018 has brought about many newsworthy events including midterm elections, looming trade discussions with China, and uncertainty surrounding the Federal Reserve’s plan for upcoming
Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios, the inherent limitations of some
As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now face and start protecting their
As investors approach the time when they will begin tapping their portfolios to pay for a goal, they need to take steps to protect that
See Horizon Investments’ Customer Relationship Summary and Form ADV Part 2A for additional information
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© 2020 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions
