The Next “Unprecedented” Year
Horizon Investments’ Q3 2021 Focus Report concentrates on 2022’s unique challenges, details the important themes we’re watching, and explains how our portfolio managers separate the signals from the noise to guide our portfolios during “unprecedented” times.
The Next “Unprecedented” Year
Horizon Investments’ 3Q Focus magazine concentrates on 2022’s unique challenges, details the important themes we’re watching, and explains how our portfolio managers separate the signals from the noise to guide our portfolios during “unprecedented” times.
Horizon’s Gain, Protect and Spend portfolios ended Q3 fully invested. Markets are moving fast and we believe our flexible process helps us navigate those changes.
Nobel-prize winning psychologist Daniel Kahneman’s newest book posits that noise, not biases, is the most common cause of bad decision-making. Learn what this may mean for investors.
Q3 2021 | Market Review
Q3 2021 | Webinar
The commentary in this report is not a complete analysis of every material fact in respect to any company, industry, or security. The opinions expressed here are not investment recommendations, but rather opinions that reflect the judgment of Horizon as of the date of the report and are subject to change without notice. Information has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Past performance is no guarantee of future results. Horizon Investments does not provide tax advice, and all investors are strongly advised to consult with their tax advisers regarding any potential investment. Certain transactions give rise to substantial risk and are not suitable for all investors. The investments recommended by Horizon Investments are not guaranteed. There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.
We do not intend and will not endeavor to provide notice if and when our opinions or actions change. Horizon Investments is not soliciting any action based on this document. This document does not constitute an offer to sell or a solicitation of an offer to buy any security or product and may not be relied upon in connection with the purchase or sale of any security or service.
This document does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Contact us for a comprehensive list of securities recommended for strategies described herein.
RISK ASSIST® is NOT A GUARANTEE against loss or declines in the value of your portfolio; it is an investment strategy that supplements a more traditional strategy that supplements a more traditional strategy by periodically investing assets in a portfolio of securities with fixed-income exposure based on Horizon Investments’ view of market conditions.
Asset allocation models are subject to general market risk and risks related to currency fluctuations and economic conditions. Future returns are not guaranteed, and a loss of original capital may occur. Accounts with RISK ASSIST® are not fully protected against all loss, and when the portfolios are exposed to fixed-income securities they may underperform accounts that do not have the RISK ASSIST® feature. There may be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.
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NOT A DEPOSIT | NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED | CLIENTS MAY LOSE MONEY | PAST PERFORMANCE NOT INDICATIVE OF FUTURE RESULTS