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Research

Longer-form insights on a range of investment topics.

Diversification in a New Bond Era

Mike Dickson, Ph.D. December 1, 2025

Investors typically regard bonds as a safe haven because of their reputation for having lower

Get Your Time Back with an Efficient RMD

Mike Dickson, Ph.D. November 21, 2025

Thousands of baby boomers are retiring or are already in their golden years, bringing billions

Q3 2025 Quarterly Review & Market Outlook

Horizon September 11, 2025

Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near,

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

Eventually, many clients will rely on the nest egg they have accumulated and preserved to

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

When was the last time a client asked, “What was my portfolio’s alpha?” You may

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

With the oldest baby boomers over eleven years into retirement and the oldest Generation X

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally

Get Your Time Back with an Efficient RMD

Mike Dickson, Ph.D. November 21, 2025

Q3 2025 Quarterly Review & Market Outlook

Horizon September 11, 2025

Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

Diversification in a New Bond Era

Mike Dickson, Ph.D.

Investors typically regard bonds as a safe haven because of their reputation for having lower risk and lower return profile. For investors preparing for retirement,

Get Your Time Back with an Efficient RMD

Mike Dickson, Ph.D.

Thousands of baby boomers are retiring or are already in their golden years, bringing billions of dollars out of retirement accounts as America’s second-largest generation

Q3 2025 Quarterly Review & Market Outlook

Horizon

Special Report: Election 2024

Zachary Hill, CFA®

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA®

Eventually, many clients will rely on the nest egg they have accumulated and preserved to address their financial needs during what may be a lengthy

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA®

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA®

When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more

The Retirement Income Challenge

Mike Dickson, Ph.D.

With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight years away, we now have over 135

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D.

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA®

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of iconic brands receive instant recognition,