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Affordability is moving in the right direction It’s no secret that the U.S. has suffered

A major rebound in investors’ expectations for lower rates With the federal government shutdown in

Listen Now

Guard against the negative, position for the positive While autumn officially begins in a few

Watch Now

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in

Watch Now

What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and

Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors,

Watch Now

Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic.

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured

Watch Now

What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom

Watch Now

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election

OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the

Which sector has been leading the rally so far in 2024? One market sector has

https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the

What happened last week Stocks Rebound: U.S. large caps posted their best week of the

September holds its notorious history of challenging stocks. How could interest rate cuts affect the

What happened last week Price Action: Poor September seasonality may be to blame for a

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab

What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate

Homebuilders and housing stocks may be a smart first play for the anticipated September cut

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time

The recent market volatility should prompt investors to take a deep breath and evaluate their

A growing number of stocks are having their moment in the sun Everybody loves a

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?

Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer

What happened last week Price action: The S&P 500 rose higher and through key technical

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is

The economy and inflation are lining up as investors hoped they would. All eyes were

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of

OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on

The end of Fed rate hikes suggests good things for equities. The stock market’s surge

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking

OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner

https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds

The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few

https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for

https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,

CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for

Is the Fed’s battle to contain inflation finally done? The market seems to think so.

OVERVIEW During the second quarter of 2023, several key equity market indices built on their

https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech

CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,

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

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”

U.S. stocks have clearly perked up so far this year. But now, two key market

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an



































































Categories
Topics

Affordability is moving in the right direction It’s no secret that the U.S. has suffered from a housing affordability crisis for several years. Soaring home

A major rebound in investors’ expectations for lower rates With the federal government shutdown in the rearview mirror, an interest rate cut by the Fed

Listen Now

Guard against the negative, position for the positive While autumn officially begins in a few weeks, investors might have a different type of fall on

Watch Now

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in value versus other world currencies in the past few months,

Watch Now

What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.

Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail sales, and broadening sector strength beyond tech. Head of Research

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors, fueling concerns that stocks may face turbulence ahead, driven by


Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic. Unlike 2022, when inflation and interest rate hikes were the

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good


What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally across the mega-cap growth complex led by AVGO. U.S. Inflation:

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom chip creator finish out the year? Head of Research Mike

Watch Now

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election on markets.

OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the way—with several equity market indices recording a string of record

Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not

https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

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

September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg

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:

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening

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

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

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

Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time to feel confident? While the panic we witnessed last week

The recent market volatility should prompt investors to take a deep breath and evaluate their investment time horizon. Chief Investment Office Scott Ladner joined Yahoo

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks

Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer Scott Ladner joined CNBC to forecast his expectations on where

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined Schwab Network to discuss potential motivators for the timing of

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss

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

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video

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

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be

OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months of 2023. The S&P 500 index of large-company stocks rallied

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on raising rates. Watch Video

The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had lifted stocks higher for much of the year. The major

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner predicts ‘problems’ with small and mid-capital businesses amid high Fed

https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the third quarter of 2023 and provide a market outlook.

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of

The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where

https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for Fed and monetary policy, and our positioning across equities and

https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today, takeaways from earnings season, and under-the-radar macro themes we are

CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for the Fed.

Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest

OVERVIEW During the second quarter of 2023, several key equity market indices built on their gains from the prior three months (see Exhibit 1). For

https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the second quarter of 2023 and provide a market outlook.

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to

CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation, equity allocations, and the current market environment. https://youtu.be/Sjn6C0NsP9g

Overview The idea that the financial markets “climb a wall of worry” by showing resilience in the face of significant challenges was fully displayed during

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management

U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the Federal Reserve Board created