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 the bearish pundits who insist this run can’t go on simply because it’s gone on for so long — or analyze the data for yourself?
Horizon’s newly released Q4 2019 Focus Report and related resources break down arguments for and against late-cycle. While we believe we’re in the middle of a longer cycle, we want you to critically assess the data for yourself to make the best investment decisions for you and your clients.