Guess What’s Beating the Nasdaq?

Active management aims to navigate trends as they emerge—and fadeWe believe an active, dynamic approach to portfolio management can provide...

Weekly Market Recap | May 22, 2023

What happened last week, what we're watching this week, and investments management views.

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...

Regional Banks: Smaller than you think

Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list...

Market Update: Earnings, Fed, and Outlook | May 8, 2023

https://youtu.be/27YkbeBM_yc Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in the markets.

Will Lower Volatility Mean Higher Stock Prices?

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market...

Horizon Investments Quarterly Focus: Q1 | Where do we go from here?

Overview The idea that the financial markets “climb a wall of worry” by showing resilience in the face of significant...

The Wheat and the Chaff

Identifying investment opportunities may take a sharper focus going forwardFears about banks’ financial health have dominated many investors’ thoughts for...

Q1 2023 – Strategies in Review​

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of...
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