Services

Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports your advisors
Solutions

Goals-Based Investing

Marrying investment strategies to financial planning

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Investment management consulting that positions your practice to thrive

Horizon Mutual Funds

Goals-based strategies managed by Horizon Investments

Technology

Intuitive, investor-friendly planning software
Insights

In the News

Our latest thoughts, in and on the media

Big Number

Our regular look at the market’s most revealing number

Research

Our in-depth thinking on goals-based investing

Explore all insights
Who We Are

Our Firm

What we do—and why we do it

Our Difference

What we do—and why we do it

Leadership

Meet our senior team

Your Sales Team

Find your contact at Horizon Investments

Investment Management

Meet our investment team
Generic selectors

Exact matches only

Search in title

Search in content

Post Type Selectors
Login
Contact

Video

Our video insights.

BNN Bloomberg: 2025 AI Theme: A “Prove Me Wrong” Scenario?

Mike Dickson, Ph.D. December 13, 2024

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner December 9, 2024

Watch Now

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Watch Now

Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D. December 9, 2024

Watch Now

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner November 25, 2024

Watch Now

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner November 19, 2024

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D. November 14, 2024

While inflation remains sticky in areas like services and housing, Mike sees an opportunity to

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D. November 12, 2024

Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner October 29, 2024

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s

Fox: AI technology can speed up drug development

Scott Ladner October 21, 2024

We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks

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

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

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer

CNBC: What is the next-gen AI trade?

Scott Ladner May 24, 2024

Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner May 21, 2024

Utilities are the top performing sector this quarter. Is this the next AI play? Chief

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D. May 14, 2024

Finding a balance between growth potential and low-risk investments can be essential for long-term retirement

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

Is the Fed out of play as a market catalyst at this point? Chief Investment

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner April 19, 2024

Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors

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

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D. April 11, 2024

Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D. March 11, 2024

Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

The market has done well in the face of repricing to half of their initial

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment.

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

Scott Ladner January 23, 2024

A broader tech. trade could be the largest driver in 2024 as the market moves

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

China would need massive fiscal spending to get out of its balance sheet recession

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D. January 17, 2024

While some headlines focus on credit card debt alone, Head of Research & Product Development

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

Fox Business: It was not a normal business cycle.

Scott Ladner January 4, 2024

“This Covid cycle that we’ve just been through was not a traditional business cycle. It

Q4 2023 Review & Market Outlook Registration

Horizon Investments January 2, 2024

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of

CNBC: The Bear Case for Consumer Staples

Scott Ladner October 3, 2023

Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were

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: Economic Data, Monetary Policy, and Current Market Positioning | September 18, 2023

Zachary Hill, CFA® September 18, 2023

https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for

A Possible Peak Soft Landing & A.I. Potential | Schwab Network

Scott Ladner August 25, 2023

CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind

Fox News | This AI boom is fundamentally important to the economy

Scott Ladner August 16, 2023

Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings

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,

No hike but high rates, where do you put the money?

Scott Ladner August 4, 2023

CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for

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

CNBC July 24, 2023 | CIO Scott Ladner

Scott Ladner July 24, 2023

Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week

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

“The strength of the US labor market is almost unbelievable…”

Scott Ladner July 6, 2023

Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second

Market could see some correction in the near-term

Zachary Hill, CFA® June 23, 2023

Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

Scott Ladner June 2, 2023

A.I. could be the most important productivity-enhancing development for the global economy since the uptake

Horizon Investments | Mid-Quarter Update

Scott Ladner May 30, 2023

CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,

May 8, 2023 | Market Update With Zach Hill CFA® Head of Portfolio Management

Market Update: Earnings, Fed, and Outlook | May 8, 2023

Zachary Hill, CFA® May 8, 2023

Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in

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

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Zachary Hill, CFA® February 22, 2023

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® February 10, 2023

https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state

Q4 2022 FOCUS Webcast

Horizon Investments January 18, 2023

Zach Hill, CFA® joined Worldwide Exchange to discuss equities ahead of CPI report

Zachary Hill, CFA® January 12, 2023

Zach Hill, CFA® joined Reuters – calls the recent rally in equities “not compatible with what the Fed wants”

Zachary Hill, CFA® January 12, 2023

WATCH VIDEO

Scott Ladner’s thoughts on the market for 2023

Scott Ladner January 10, 2023

Hear Scott talk about areas of the market to watch in 2023, and his expectations

Scott Ladner on ‘Mornings with Maria’: Will Headwinds be Tailwinds?

Scott Ladner January 6, 2023

Scott provides insight on the state of the market.

Zach Hill, CFA® joined Squawk Box to weigh in on expectations for 2023

Zachary Hill, CFA® January 5, 2023

WATCH VIDEO

Scott Ladner on CNBC Worldwide Exchange

Scott Ladner December 29, 2022

Ladner: We think there will be a lot of tailwinds for the markets in the

Fast Take: December 22, 2022 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® December 22, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead

Consumers will have ‘more resilience’ in 2023

Horizon Investments December 19, 2022

Zach Hill, CFA® discusses concerns around markets and the economy in 2023 on Mornings with

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA® November 22, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary

Fed’s inflation tools are taking time to work

Horizon Investments November 9, 2022

CIO Scott Ladner joined Yahoo Finance Live to discuss Fed policy and inflation, economic data,

Market Moves From Inflation Fears To Recession Fears

Horizon Investments November 1, 2022

Scott Ladner joined Nicole Petallides on TD Ameritrade’s ‘The Watch List’ to discuss the market,

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon Investments October 26, 2022

Horizon’s Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the

CIO Scott Ladner on Fox Business: the economy and expectations for 2023

Horizon Investments October 26, 2022

CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation

Negative Demand Shock is on the Horizon

Horizon Investments October 25, 2022

Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his

2022 Q3 Focus Webcast

Horizon Investments October 12, 2022

Zach Hill on Yahoo! Finance

Horizon Investments October 5, 2022

Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent

CIO Scott Ladner on BNN Bloomberg

Horizon Investments October 4, 2022

CIO Scott Ladner joins BNN Bloomberg to discuss the BOE announcement, global growth, and sectors.

CIO Scott Ladner Talks Fed Policy with CNBC

Horizon Investments September 29, 2022

CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact

CIO Scott Ladner joins Maria Bartiromo on Fox News Media

Horizon Investments September 27, 2022

CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as

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

Scott Ladner joins Worldwide Exchange

Horizon Investments July 25, 2022

Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation

CIO Scott Ladner on Bloomberg Quicktake

Horizon Investments May 25, 2022

CIO Scott Ladner joined Bloomberg to share his expectations for the market and why boring

Horizon Investments Mid-Quarter Update

Horizon Investments May 24, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/05/Horizon-Investmenst-Mid-Quarter-Update-Small.mp4

Inflationary pressure and market sell-off

Horizon Investments May 23, 2022

Last week ended with the S&P dipping briefly into bear market territory before closing higher

CIO Scott Ladner joined Liz Claman to share his thoughts on sectors, geopolitical risk, and the Fed

Horizon Investments May 12, 2022

CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments May 11, 2022

“…unless supply chains heal rapidly or workers flood back into the labor force, any equity

Stocks fell hard following the FOMC meeting announcement

Horizon Investments May 11, 2022

Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the

Scott sheds light on the micro vs macro market drivers.

Horizon Investments May 11, 2022

Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss

There’s something strange happening with energy ETFs.

Horizon Investments May 10, 2022

There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships

Tech Giants Lost $1 Trillion in Value As Sell-Off Continues

Horizon Investments May 10, 2022

The broader tech sell-off comes after the Federal Reserve announced plans to hike interest rates

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments April 21, 2022

U.S. companies start to report the effect of decades-high inflation on their profit margins.

Economic Health

Horizon Investments April 4, 2022

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner December 9, 2024

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D. December 9, 2024

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner November 25, 2024

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner November 19, 2024

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D. November 14, 2024

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D. November 12, 2024

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner October 29, 2024

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Fox: AI technology can speed up drug development

Scott Ladner October 21, 2024

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

Q3 2024 Quarterly Webcast Replay

Horizon Investments October 8, 2024

Q2 2024 Quarterly Webcast Replay

Horizon Investments July 9, 2024

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

CNBC: What is the next-gen AI trade?

Scott Ladner May 24, 2024

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner May 21, 2024

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D. May 14, 2024

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner April 19, 2024

Q1 2024 Review + Market Outlook Webcast

Scott Ladner April 12, 2024

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D. April 11, 2024

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D. March 11, 2024

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

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

Scott Ladner January 23, 2024

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D. January 17, 2024

Q4 2023 Review + Market Outlook Webcast

Scott Ladner January 11, 2024

Fox Business: It was not a normal business cycle.

Scott Ladner January 4, 2024

Q4 2023 Review & Market Outlook Registration

Horizon Investments January 2, 2024

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

CNBC: The Bear Case for Consumer Staples

Scott Ladner October 3, 2023

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

Scott Ladner September 21, 2023

Market Update: Economic Data, Monetary Policy, and Current Market Positioning | September 18, 2023

Zachary Hill, CFA® September 18, 2023

A Possible Peak Soft Landing & A.I. Potential | Schwab Network

Scott Ladner August 25, 2023

Fox News | This AI boom is fundamentally important to the economy

Scott Ladner August 16, 2023

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

Zachary Hill, CFA® August 7, 2023

No hike but high rates, where do you put the money?

Scott Ladner August 4, 2023

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

Scott Ladner July 24, 2023

CNBC July 24, 2023 | CIO Scott Ladner

Scott Ladner July 24, 2023

Q2 2023 Review + Market Outlook Webcast

Scott Ladner July 14, 2023

“The strength of the US labor market is almost unbelievable…”

Scott Ladner July 6, 2023

Market could see some correction in the near-term

Zachary Hill, CFA® June 23, 2023

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

Scott Ladner June 2, 2023

Horizon Investments | Mid-Quarter Update

Scott Ladner May 30, 2023

Market Update: Earnings, Fed, and Outlook | May 8, 2023

Zachary Hill, CFA® May 8, 2023

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

Horizon Investments March 27, 2023

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Zachary Hill, CFA® February 22, 2023

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® February 10, 2023

Q4 2022 FOCUS Webcast

Horizon Investments January 18, 2023

Zach Hill, CFA® joined Worldwide Exchange to discuss equities ahead of CPI report

Zachary Hill, CFA® January 12, 2023

Zach Hill, CFA® joined Reuters – calls the recent rally in equities “not compatible with what the Fed wants”

Zachary Hill, CFA® January 12, 2023

Scott Ladner’s thoughts on the market for 2023

Scott Ladner January 10, 2023

Scott Ladner on ‘Mornings with Maria’: Will Headwinds be Tailwinds?

Scott Ladner January 6, 2023

Zach Hill, CFA® joined Squawk Box to weigh in on expectations for 2023

Zachary Hill, CFA® January 5, 2023

Scott Ladner on CNBC Worldwide Exchange

Scott Ladner December 29, 2022

Fast Take: December 22, 2022 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® December 22, 2022

Consumers will have ‘more resilience’ in 2023

Horizon Investments December 19, 2022

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA® November 22, 2022

Fed’s inflation tools are taking time to work

Horizon Investments November 9, 2022

Market Moves From Inflation Fears To Recession Fears

Horizon Investments November 1, 2022

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon Investments October 26, 2022

CIO Scott Ladner on Fox Business: the economy and expectations for 2023

Horizon Investments October 26, 2022

Negative Demand Shock is on the Horizon

Horizon Investments October 25, 2022

2022 Q3 Focus Webcast

Horizon Investments October 12, 2022

Zach Hill on Yahoo! Finance

Horizon Investments October 5, 2022

CIO Scott Ladner on BNN Bloomberg

Horizon Investments October 4, 2022

CIO Scott Ladner Talks Fed Policy with CNBC

Horizon Investments September 29, 2022

CIO Scott Ladner joins Maria Bartiromo on Fox News Media

Horizon Investments September 27, 2022

Fast Take: Market Update

Zachary Hill, CFA® September 8, 2022

Scott Ladner joins Worldwide Exchange

Horizon Investments July 25, 2022

CIO Scott Ladner on Bloomberg Quicktake

Horizon Investments May 25, 2022

Horizon Investments Mid-Quarter Update

Horizon Investments May 24, 2022

Inflationary pressure and market sell-off

Horizon Investments May 23, 2022

CIO Scott Ladner joined Liz Claman to share his thoughts on sectors, geopolitical risk, and the Fed

Horizon Investments May 12, 2022

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments May 11, 2022

Stocks fell hard following the FOMC meeting announcement

Horizon Investments May 11, 2022

Scott sheds light on the micro vs macro market drivers.

Horizon Investments May 11, 2022

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

There’s something strange happening with energy ETFs.

Horizon Investments May 10, 2022

Tech Giants Lost $1 Trillion in Value As Sell-Off Continues

Horizon Investments May 10, 2022

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments April 21, 2022

Economic Health

Horizon Investments April 4, 2022

BNN Bloomberg: 2025 AI Theme: A “Prove Me Wrong” Scenario?

Mike Dickson, Ph.D.

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom chip creator finish out the year? Head of Research Mike

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner

Watch Now

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner

Watch Now

Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D.

Watch Now

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner

Watch Now

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D.

While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D.

Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently leading over internationals, but inflation concerns are real. Head of

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid earnings outlook could solve recent small-caps underperformance relative to large-caps.

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election on markets.

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

Fox: AI technology can speed up drug development

Scott Ladner

We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance risk and capture opportunities as AI advances drug development and

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA®

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience

Q3 2024 Quarterly Webcast Replay

Horizon Investments

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the third quarter of 2024 and provide a market outlook. Download

Q2 2024 Quarterly Webcast Replay

Horizon Investments

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the second quarter of 2024 and provide a market outlook. Download

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss

CNBC: What is the next-gen AI trade?

Scott Ladner

Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner

Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D.

Finding a balance between growth potential and low-risk investments can be essential for long-term retirement income. Head of Research & Quantitative Strategies Mike Dickson, Ph.D.,

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner

Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner

Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors on Fox Business Network ‘The Claman Countdown.’ Watch Video

Q1 2024 Review + Market Outlook Webcast

Scott Ladner

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the first quarter of 2024 and provide a market outlook. Download

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D.

Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting from planning for nearly seven rate cuts to less than

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA®

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D.

Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his expectations of Fed rate cuts, investing in a high rate,

Fox: There’s some politicization about the Fed in reality

Scott Ladner

The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox

CNBC: What’s ahead for the markets in March?

Scott Ladner

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer Scott Ladner joins CNBC to discuss what’s ahead for the

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA®

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based investment management differs from traditional investing. Watch Video

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment. Chief Investment Officer Scott Ladner joins Bloomberg Radio to discuss

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

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner

China would need massive fiscal spending to get out of its balance sheet recession and become a wise investment. Chief Investment Officer Scott Ladner

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

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D.

While some headlines focus on credit card debt alone, Head of Research & Product Development Mike Dickson, Ph.D., provides a different perspective on how the

Q4 2023 Review + Market Outlook Webcast

Scott Ladner

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth quarter of 2023 and provide a market outlook. Download Presentation

Fox Business: It was not a normal business cycle.

Scott Ladner

“This Covid cycle that we’ve just been through was not a traditional business cycle. It never has been.” CIO Scott Ladner joins Fox Business to

Q4 2023 Review & Market Outlook Registration

Horizon Investments

REGISTER NOW Join Horizon’s Focus Webcast, hosted by Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, for a review of

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA®

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of important decisions, including asset allocation, manager due diligence, and more.

CNBC: The Bear Case for Consumer Staples

Scott Ladner

Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were not hurt on the input side of the inflation equation,

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

Scott Ladner

Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg to discuss the upside in markets, cyclical commodities, Japan’s corporate

Market Update: Economic Data, Monetary Policy, and Current Market Positioning | September 18, 2023

Zachary Hill, CFA®

https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for Fed and monetary policy, and our positioning across equities and

A Possible Peak Soft Landing & A.I. Potential | Schwab Network

Scott Ladner

CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind soft August, and artificial intelligence.

Fox News | This AI boom is fundamentally important to the economy

Scott Ladner

Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings with Maria.’

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

Zachary Hill, CFA®

https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today, takeaways from earnings season, and under-the-radar macro themes we are

No hike but high rates, where do you put the money?

Scott Ladner

CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for the Fed.

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

Scott Ladner

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

CNBC July 24, 2023 | CIO Scott Ladner

Scott Ladner

Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week of the summer on Wall Street.

Q2 2023 Review + Market Outlook Webcast

Scott Ladner

https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the second quarter of 2023 and provide a market outlook.

“The strength of the US labor market is almost unbelievable…”

Scott Ladner

Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second half of 2023. Read Article

Market could see some correction in the near-term

Zachary Hill, CFA®

Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are due for a correction, and more. Watch Now

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

Scott Ladner

A.I. could be the most important productivity-enhancing development for the global economy since the uptake of the internet, notes Chief Investment Officer Scott Ladner. Watch

Horizon Investments | Mid-Quarter Update

Scott Ladner

CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation, equity allocations, and the current market environment. https://youtu.be/Sjn6C0NsP9g

Market Update: Earnings, Fed, and Outlook | May 8, 2023

Zachary Hill, CFA®

Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in the markets. https://youtu.be/27YkbeBM_yc

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

Horizon Investments

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Zachary Hill, CFA®

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA®

https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state of the economy, Fed policy, equities and fixed income.

Q4 2022 FOCUS Webcast

Horizon Investments

Zach Hill, CFA® joined Worldwide Exchange to discuss equities ahead of CPI report

Zachary Hill, CFA®

Zach Hill, CFA® joined Reuters – calls the recent rally in equities “not compatible with what the Fed wants”

Zachary Hill, CFA®

WATCH VIDEO

Scott Ladner’s thoughts on the market for 2023

Scott Ladner

Hear Scott talk about areas of the market to watch in 2023, and his expectations for after inflation has cooled. WATCH VIDEO

Scott Ladner on ‘Mornings with Maria’: Will Headwinds be Tailwinds?

Scott Ladner

Scott provides insight on the state of the market.

Zach Hill, CFA® joined Squawk Box to weigh in on expectations for 2023

Zachary Hill, CFA®

WATCH VIDEO

Scott Ladner on CNBC Worldwide Exchange

Scott Ladner

Ladner: We think there will be a lot of tailwinds for the markets in the back half of next year. WATCH NOW

Fast Take: December 22, 2022 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA®

https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead in 2023 for Fed policy, the run in value stocks

Consumers will have ‘more resilience’ in 2023

Horizon Investments

Zach Hill, CFA® discusses concerns around markets and the economy in 2023 on Mornings with Maria. WATCH NOW

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA®

Fed’s inflation tools are taking time to work

Horizon Investments

CIO Scott Ladner joined Yahoo Finance Live to discuss Fed policy and inflation, economic data, and overall volatility. Watch the Video

Market Moves From Inflation Fears To Recession Fears

Horizon Investments

Scott Ladner joined Nicole Petallides on TD Ameritrade’s ‘The Watch List’ to discuss the market, what investors have learned from earnings season thus far and

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon Investments

Horizon’s Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the impacts of inflation, and his thoughts on specific sectors. Watch

CIO Scott Ladner on Fox Business: the economy and expectations for 2023

Horizon Investments

CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation on earnings and his thoughts on the economy and a

Negative Demand Shock is on the Horizon

Horizon Investments

Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his thoughts on particular sectors. Watch the Video

2022 Q3 Focus Webcast

Horizon Investments

Zach Hill on Yahoo! Finance

Horizon Investments

Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent market volatility, bond yields, and why investing in equities may

CIO Scott Ladner on BNN Bloomberg

Horizon Investments

CIO Scott Ladner joins BNN Bloomberg to discuss the BOE announcement, global growth, and sectors.

CIO Scott Ladner Talks Fed Policy with CNBC

Horizon Investments

CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact of inflation on the markets.

CIO Scott Ladner joins Maria Bartiromo on Fox News Media

Horizon Investments

CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as he joins Maria Bartiromo on Fox News Media

Fast Take: Market Update

Zachary Hill, CFA®

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 our expectations around Fed policy, global economic conditions, and our

Scott Ladner joins Worldwide Exchange

Horizon Investments

Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation and the Fed’s big decision this week.

CIO Scott Ladner on Bloomberg Quicktake

Horizon Investments

CIO Scott Ladner joined Bloomberg to share his expectations for the market and why boring investments may be prudent.

Horizon Investments Mid-Quarter Update

Horizon Investments

https://www.horizoninvestments.com/wp-content/uploads/2022/05/Horizon-Investmenst-Mid-Quarter-Update-Small.mp4

Inflationary pressure and market sell-off

Horizon Investments

Last week ended with the S&P dipping briefly into bear market territory before closing higher on Friday. Inflationary pressures fueled by supply chain kinks and

CIO Scott Ladner joined Liz Claman to share his thoughts on sectors, geopolitical risk, and the Fed

Horizon Investments

CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his thoughts on sectors, geopolitical risk, and the Fed.

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments

“…unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes

Stocks fell hard following the FOMC meeting announcement

Horizon Investments

Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the Federal Reserve raised rates by 50 basis points as the

Scott sheds light on the micro vs macro market drivers.

Horizon Investments

Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro vs macro market drivers. Tune in around the 2:20 marker.

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss economic uncertainties behind China’s supply chain and COVID lockdowns, outlook

There’s something strange happening with energy ETFs.

Horizon Investments

There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships ETFs

Tech Giants Lost $1 Trillion in Value As Sell-Off Continues

Horizon Investments

The broader tech sell-off comes after the Federal Reserve announced plans to hike interest rates in an attempt to cool inflation. Scott Ladner, CIO, Horizon

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments

U.S. companies start to report the effect of decades-high inflation on their profit margins.

Economic Health

Horizon Investments

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.