Schwab Network: What’s next for small caps and the Fed?
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Intuitive technology that supports your advisors
Goals-based strategies managed by Horizon Investments
Our latest thoughts, in and on the media
Our regular look at the market’s most revealing number
Our in-depth thinking on goals-based investing
What we do—and why we do it
What we do—and why we do it
Our culture and open positions
Topics
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
What happened last week Stocks Rebound: U.S. large caps posted their best week of the
What happened last week Price Action: Poor September seasonality may be to blame for a
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to
What happened last week Price action: The S&P 500 rose higher and through key technical
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
Could bond investors find the next few months to be “the most wonderful time of
As investors digested both the Fed’s decision to raise interest rates by another 75 basis
Bonds are usually thought of as a safe haven for investors due to their lower
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this
Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and
Target date funds operate under the assumption that someone’s asset allocation should follow a glide
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising
Categories
Topics
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer
What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week
What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:
What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong
Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of
As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that U.S. economic growth declined in
Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors preparing for retirement, or those
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this year. As seen in the chart, the 10-day moving average
Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to bonds in the hunt for
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and the reopening of the economy…
Target date funds operate under the assumption that someone’s asset allocation should follow a glide path, automatically shifting a portfolio…
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising yields that go along with it. Some market pundits…