Tech Stocks Archives

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged by positive economic news and an uncontested U.S. Presidential election,

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D.

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at

Q3 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

Schwab Network: “Fed put” is alive and well.

Scott Ladner

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

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner

Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN Bloomberg to discuss the recent U.S. jobs report and his

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner

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

Q2 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA®

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner

A broader tech. trade could be the largest driver in 2024 as the market moves from hardware technology to the services part of the AI

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which we think should lead central banks, especially the Fed, to

CIO Scott Ladner weighs in on Tech buys with Liz Claman

Horizon Investments

Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is the time to invest in tech stocks on ‘The Claman

A Tale of Two Markets

Horizon Investments

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And