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Quarterly Updates

WEBCAST: Quarterly Review & Market Outlook | Q4 2024

Horizon Investments December 20, 2024

Join us at 4:00 PM ET on Wednesday, January 8, 2025, for Horizon’s Quarterly Webcast,

Quarterly Report | The Road Back to Normal

Scott Ladner October 18, 2024

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

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

Q3 2024 Quarterly Webcast Replay

Horizon Investments October 8, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Quarterly Webcast Registration

Horizon Investments September 5, 2024

Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast,

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner July 18, 2024

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

Q2 2024 Quarterly Webcast Replay

Horizon Investments July 9, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Q1 2024 Report | Party Like It’s 1995?

Scott Ladner April 29, 2024

OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last

Q1 2024 Review + Market Outlook Webcast

Scott Ladner April 12, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued

Q4 2023 Quarterly Focus Article

Scott Ladner January 12, 2024

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

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a

Q4 2023 Review + Market Outlook Webcast

Scott Ladner January 11, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth

Q4 2023 Review & Market Outlook Registration

Horizon Investments January 2, 2024

Q3 2023 Quarterly Focus Article

Scott Ladner October 25, 2023

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

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Gain Strategies After a surprising and surprisingly positive first half of the year for financial

Q3 2023 Review + Market Outlook Webcast

Scott Ladner October 10, 2023

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

BNN Bloomberg: Upside in markets, cyclical commodities, and more

Scott Ladner September 21, 2023

Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg

Market Update: Fed, Microeconomics, and Macroeconomics | August 7, 2023

Zachary Hill, CFA® August 7, 2023

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

TD Ameritrade July 24, 2023 | The Importance of A.I. In Upcoming Earnings

Scott Ladner July 24, 2023

CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential

Q2 2023 Quarterly Focus Article

Scott Ladner July 17, 2023

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

Q2 2023 Review + Market Outlook Webcast

Scott Ladner July 14, 2023

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

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Horizon Investments March 27, 2023

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

Gain Strategies The final quarter of what has been a difficult year for asset owners

Q4 Focus 2022: Navigating The Unknown

Scott Ladner January 30, 2023

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

The FED means business about knocking out inflation

Horizon Investments October 15, 2022

Central bankers have become laser-focused on crushing inflation. What could that mean for the economy

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks

Fast Take: Market Update

Zachary Hill, CFA® September 8, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with

Tug of War | Inflation vs Growth

Horizon Investments July 25, 2022

Overview Investors faced a wall of worry during the second quarter that proved to

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

Gain Strategies The second quarter of 2022 was another difficult one for asset markets

Bond Market Fireworks Force a Stumble in Stocks

Ty Stevens July 8, 2021

The July 4th holiday’s fireworks extended into the work week on Wall Street. The 10-year

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

Scott Ladner May 5, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

Scott Ladner April 30, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Inflation Fixation, Bubble Trouble

Scott Ladner April 28, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Biden, Trump Agree: Make America’s Growth Great Again

Scott Ladner March 16, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Fed’s Powell Battles Wall Street’s Bond Bears

Scott Ladner March 3, 2021

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical

Emerging Markets Are Surging – And Evolving

Scott Ladner February 23, 2021

Investors who are globally diversified may be seeing that pay off at the start of

Disappearing Junk Bond Yields

Scott Ladner February 12, 2021

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

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

Scott Ladner February 5, 2021

A record high for stocks…again. Earnings get much of the credit for the latest move.