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A Strong Foundation

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

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Weekly Market Recap | 10/21/2024

What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted gains for the sixth consecutive week. Price Action: Financials, value,

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A Strong Foundation

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

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Happy Birthday, Bull!

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

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Weekly Market Recap | 10/07/2024

What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation against Iran’s energy infrastructure. U.S. Jobs: A blow-out jobs figure

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China Takes Off

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

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Let’s Get It Started

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

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A Smoother Road?

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

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Special Report: Election 2024

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

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A Fall Harvest?

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

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Ready To Cut

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

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Weekly Market Recap | 08/26/24

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort

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Stocks Come Roaring Back

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

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Weekly Market Recap | 08/12/24

What happened last week Price Action: U.S. and global stocks ended the week practically unchanged despite Monday’s historic volatility. Carry & Dispersion Trades: Unwinds in

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Don’t Panic!

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing fears that July’s slowdown in hiring could spark a recession.

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Investors Get Spooked

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

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Weekly Market Recap | 08/05/24

What happened last week Price action: Summer liquidity, poor economic data, a less dovish than desired Fed, and positioning all contributed to a broad-based decline

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The Comeback Kids

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

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Weekly Market Recap | 07/29/24

What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy NASDAQ 100. U.S. Data: U.S. GDP came in stronger than

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The Case Against Pessimism

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

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Weekly Market Recap | 07/22/24

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

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Weekly Market Recap | 07/15/24

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

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Q2 2024 – Strategies in Review​

  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.

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Weekly Market Recap | 07/08/24

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

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Weekly Market Recap | 07/01/24

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

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July is Hot!

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

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Weekly Market Recap | 6/24/24

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

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The Best – Or the Rest?

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

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Weekly Market Recap | 6/17/24

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental

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A Sunny Summer for Stocks?

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

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Weekly Market Recap | 6/10/24

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

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Weekly Market Recap | 6/03/24

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was

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Simply Ncredible

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

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Weekly Market Recap | 5/28/24

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:

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In Fighting Shape

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

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Weekly Market Recap | 5/13/24

What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead

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Weekly Market Recap | 5/06/24

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

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Weekly Market Recap | 4/22/24

What happened last week Equities fell for the third consecutive week as rates continued to climb higher. Strong retail sales print supported the trend of

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Weekly Market Recap | 4/15/24

What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third consecutive upside CPI surprise pushed rate cuts out of market

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Weekly Market Recap | 4/08/24

What happened last week The second quarter opened with a whimper as stocks declined and the U.S. Treasury yield curve bear steepened. Strong economic data,

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Can Stocks Keep Running?

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

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Weekly Market Recap | 4/01/24

What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose over 10%, a strong (85 percentile since 1993) historical quarterly

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The Details Matter

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

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Weekly Market Recap | 3/25/24

What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last

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High Yield Action

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

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Weekly Market Recap | 3/11/24

What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term

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An Inflation Head-Fake?

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

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Weekly Market Recap | 3/04/24

What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into

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A World of Opportunity

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

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Weekly Market Recap | 2/26/24

What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked

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Weekly Market Recap | 2/20/24

What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.

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People Have Power!

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

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Good Vibes

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

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Weekly Market Recap | 1/29/24

What happened last week Economic growth remains hot with inflation cooling – the probability of a ‘soft landing’ or ‘no landing’ is increasing. The strong

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Weekly Market Recap | 1/22/24

What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across major US equity indices. Economic data fueled the rally –

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Weekly Market Recap | 1/16/24

What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps). Benign December CPI & PPI prints contributed to a dip

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Perking Up!

Most stocks have been laggards this year, but that could be starting to change.  It’s no secret that a minute group of tech stocks has

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Small Packages

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

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A Good Option

One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has

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Weekly Market Recap | 11/13/23

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

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Weekly Market Recap | 11/06/23

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

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A Hard Road

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the

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Weekly Market Recap | 10/30/23

What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities for the second week in a row. The relative stability

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A Roaring U.S. Economy?

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before

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The Homebuyer Blues

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

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Weekly Market Recap | 10/23/23

What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic and fundamental data. Long-end Treasury yields surged, sending the S&P

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Weekly Market Recap | 10/16/23

What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising long-term interest rates. Bond market volatility driven by the Middle

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Q3 2023 Review + Market Outlook Webcast

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 the third quarter of 2023 and provide a market outlook.

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Weekly Market Recap | 10/09/23

What happened last week Stronger economic data and domestic political turmoil contributed to a resumption of the bond sell-off. Stocks reversed early weakness as a

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Is Fixed Income Broken?

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of

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Advisor Sentiment Survey Results

Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge opinions and expectations around the current market, interest rates, asset

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Weekly Market Recap | 9/18/23

What happened last week Treasury yields continued to move last week higher on strong economic data. U.S. inflation came in slightly hotter than expected, driven

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Weekly Market Recap | 9/11/23

What happened last week Strong data drove Treasury yields higher and stocks lower in a holiday-shortened trading week. As China signals iPhone bans, $200B of

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Weekly Market Recap | 8/21/23

What happened last week The push higher in Treasury yields drove the third consecutive week of simultaneous losses in equities and core bonds. Retail sales

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Turbulence Ahead?

Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that

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Weekly Market Recap | 8/14/23

What happened last week Pressure building on the disinflation narrative as global bond yields surge and commodities continue their rally Domestic equities were also lower

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Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and generate income are an important

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Investors Keep Calm and Carry On

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a

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Weekly Market Recap | June 26, 2023

What happened last week Stocks sold off with small caps, value, and internationals leading losses as narrow market leadership continued Monetary policy developments were negative

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Homes! Homes! Homes!

The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new

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Jobs! Jobs! Jobs!

The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s

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BIG NUMBER 1=2000

A One-Stock Army?

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire

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Big Numbers 13.2%

The Wheat and the Chaff

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we

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Too Much of Nothing

What tools can investors use to fight longevity risk in retirement?  Many retirees today probably remember the 1976 disco hit “Right Back Where We Started

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A Tale of Two Markets

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between

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Q4 Focus 2022: Navigating The Unknown

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the Federal Reserve Board created

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When Risk Management Fails

Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against

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Hard Truths About Soft Landings

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its

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When It’s Time to Change

Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,

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Zach Hill on Yahoo! Finance

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

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Europe Hits the Brakes

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates

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Fast Take: Market Update

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

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What Constitutes a Recession?

Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the

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A Tale of Two Markets

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

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Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that

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Déjà Vu All Over Again

American workers are reliving the past – and that’s a potentially big problem.  The reason: Real wages adjusted for inflation have recently declined, in some

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Noise & Financial Planning

Kahneman’s Behavioral Approach Noise: an unwanted variability in decision-making.  Ask yourself, when am I at my best? Are you a morning person? Are you a

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Market Volatility

“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is quoted on CNBC earlier today. As investors are keeping their

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Dead Money?

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.

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Market Volatility

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD Ameritrade. Tune in to find out more.

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Mornings with Maria

In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market sector picks on ‘Mornings with Maria’ on Fox Business Channel.

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Beyond the Bond

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to bonds in the hunt for

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Flush with new cash!

Flush with new cash, Horizon Investments is even better positioned to provide first-rate advice to investors on the best ETFs and funds in the market.

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Is now the time for ESG?

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of

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