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Market Commentary

Fed’s Powell Battles Wall Street’s Bond Bears

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical for the central bank’s messaging...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Disappearing Junk Bond Yields

Here’s another knock against putting all of your retirement-income eggs in the bond market basket. This week is ushering in...

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

A record high for stocks...again. Earnings get much of the credit for the latest move. More than half of the...

The Stock Market Is Strange, But Not Broken

Our research shows the GameStop controversy is localized in stocks. This has been a strange week. Never before has social...

Head-Spinning Stock Market to Start the Week

Just when you thought mega-cap tech stocks were forcefully back in charge and the small-cap stocks’ rally was cooling, the...

Buy the Rumor, Sell the Fact Trips Up Markets

What’s not to like about this list? Trillions more in stimulus, vaccines allowing a back-to-normal economy and a lowering of...

In Current Markets, Only Two Words Matter: Stimulus Spending

Stimulus spending is the theme that continues to defeat every other piece of news. Neither surging virus cases nor political...

Top 2021 Themes: Horizon Investments’ New Year Special Report

Turning the calendar never felt so good. And with it comes the usual wave of predictions, no matter how badly...

Out Over Their Skis, Investors Get Hit by Mutating Virus

Stock market bears get a shot in the arm. A new virus strain is the bad-news catalyst sinking stocks worldwide....

PIIGS Fly and Other Stories of Investors Reaching for Risky Bets

Small-cap stocks and other beaten down segments are putting up good performance stats versus the benchmark indexes. The Russell 2000...
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