FOCUS Quarterly Report | Q4 2025
Scott Ladner
January 15, 2026
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be
Topics
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of
OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the
Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast,
Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June
OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months
Overview The idea that the financial markets “climb a wall of worry” by showing resilience
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Topics
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be entering a new phase of rising productivity—one that may have
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of 2025 reinforced the year’s defining pattern — a series of
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
Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast, hosted by Chief Investment Officer Scott Ladner and Head of
Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June 28, 2024. For the quarter: The Nasdaq 100 returned 8.1%.
OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last year, with major market indices frequently hitting new highs during
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
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