Stocks move higher on better trade news
BIG NUMBER-.81 (Click the chart below to view and download) WHAT IT IS The correlation of daily returns between the S&P 500 (SPX) and bonds
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As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist of three stages—accumulation (or the gain stage), preservation (or the protect stage) and distribution (or the spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
GAIN Stage
PROTECT Stage
SPEND StageBIG NUMBER-.81 (Click the chart below to view and download) WHAT IT IS The correlation of daily returns between the S&P 500 (SPX) and bonds
BIG NUMBER1.42%(Click the chart below to view and download) WHAT IT ISThe daily trading range for the S&P 500 (SPX) in August against an average
BIG NUMBER-.11%(Click the chart below to view and download) WHAT IT ISThe yield that a new German 30-year bond fetched in auction this past week
BIG NUMBER+64%(Click the chart below to view and download) WHAT IT ISThe jump, since the end of July, in the ICE MOVE Index. It measures
BIG NUMBER7.0(Click the chart below to view and download) WHAT IT ISThe exchange rate between the U.S. Dollar and the Chinese Yuan, as set by
BIG NUMBER94 Basis Points(Click the chart below to view and download) WHAT IT ISThe decline from the November 2018 highs in the average 30-year fixed
BIG NUMBER10.1(Click the chart below to view and download) WHAT IT ISThe current difference in the price-to-earnings ratios of the S&P 500 Growth Index (25.7x)
BIG NUMBER46.4% (Click the chart below to view and download) WHAT IT ISHow far current realized volatility in the S&P 500 Index is below its
BIG NUMBER-0.34% (Click the chart below to view and download) WHAT IT ISThe year-to-date decline in the 10-year global real interest rate.* *Equal weight in
BIG NUMBER34% (Click the chart below to view and download) WHAT IT ISThe amount the U.S. trade weighted dollar has strengthened since the 2008 financial
BIG NUMBER$3.18 Trillion (Click the chart below to view and download) WHAT IT ISThe amount of money held in U.S. money market mutual funds. MARKET/POLICY
BIG NUMBER$13 Trillion – Global Negative Aggregate Yielding Debt (Click the chart below to view and download) WHAT IT ISThe market value of negative yielding
BIG NUMBER83% Probability of Fed Funds rate cut by July 31st(Click the chart below to view and download) WHAT IT ISThe current estimate of the
It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying. The S&P 500 declined for the third
Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come to terms with a new
The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to levy additional tariffs on Chinese
April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The economy added 263,000 jobs in
The U.S. Commerce Department reported first-quarter GDP on Friday, and it was a pleasant surprise, up 3.2% compared to expectations of around 2.3%. Better net
Stocks saw modest returns last week as earnings season kicked into high gear. The S&P 500 closed in on earlier records and was on course
Earnings season kicked into high gear last week with the first reports from the big banks, J.P. Morgan and Wells Fargo. On Friday, the S&P
It was a good week for global stocks, jumpstarted by news of better-than-expected Purchasing Manager Index (PMI) numbers out of China. A strong U.S. jobs
Stocks ended the week on an up note, capping an impressive quarter that saw the S&P 500 index climb 13%, the biggest quarterly gain since
Friday was a tough day for stocks as concerns over global growth overcame a decision by the U.S. Federal Reserve to forgo additional interest rate
It was a bounce-back week for stocks with the S&P 500 climbing 3% and global equities hitting a four-month high. Both Europe and emerging market
The bull market turned 10 on Saturday at the end of a week that was generally negative for stocks. Friday’s jobs report surprised on the
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
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© 2019 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions
