Horizon Investments?

With 90% of S&P 500 companies reporting, 75% have beaten expectations, delivering an average surprise of 7%—a strong rebound from last quarter’s 3.9%. What’s driving the momentum? Read more in this week's Big Number ?? https://lnkd.in/gh2ifxXF

The latest homebuilder data could provide some promising signals for the housing market. CIO Scott Ladner joined BNN Bloomberg to discuss how potential policy shifts favoring home builders and projected mortgage rate drops of 100 basis points in the next 12 months could create a compelling housing sector opportunity. https://lnkd.in/ej_KuAU9

The markets are buzzing as we start to close out 2024: bond volatility, consumer spending, AI investment, and more. Our Chief Investment Officer, Scott Ladner, offered his analysis of how these dynamics shape the path ahead during a recent interview with Schwab Network. From tech dominance to Trump-friendly trades, Scott laid out several strategies for navigating this complex environment. Watch his full interview here -> https://lnkd.in/epCMbg5j

While inflation remains sticky in areas like services and housing, Mike Dickson sees an opportunity to navigate this complexity. Mike’s view? Embrace volatility as a chance to uncover value in sectors primed for growth. In a recent conversation on Yahoo Finance, Head of Research and Quantitative Strategies, Mike Dickson weighed in on the Fed’s steady approach, highlighting the robust economy and labor market that supports its patience. https://lnkd.in/eq2xWiGj

We are excited to announce that our firm has entered into an acquisition agreement with?Centre Asset Management,?a New York-based active equity manager founded in 2006. Centre’s founder, James A. Abate, will join Horizon in the newly created role of Managing Director, Fundamental Equities, and continue to serve as the portfolio manager for Centre’s strategies. Learn more about this milestone moment for Horizon and how it will expand our suite of solutions-based offerings ?? https://lnkd.in/eyXDCKVF

With the election results finalized, markets are finally catching their breath. A quick, decisive outcome has helped reduce market volatility, creating a calmer environment that could potentially pave the way for a steady close to 2024. Read more in this week's Big Number ?? https://lnkd.in/gEvtdWW3

With a potential Republican-led policy shift, inflation could rise, driven by tariffs, economic growth, and a likely increase in the fiscal deficit. Head of Research Mike Dickson, Ph.D., joined Schwab Network to discuss the possibility of tighter monetary responses if inflation prints are higher than expected. https://lnkd.in/gJcUVUwK

?? Portland Advisors! Mark Your Calendar for Tuesday, November 19! ?? Join us at the iconic McMenamins Edgefield for our “Process Makes Perfect” regional event. We’ll cover how to scale your investment processes and the critical role of account monitoring in building a sustainable practice. Thank you to our sponsors, Franklin Templeton and Horizon Investments?, for supporting this event! ??? Tuesday, November 19, 10 am – 2 pm ?? McMenamins Edgefield 2126 SW Halsey St, Troutdale, OR 97060 Learn more and register here: https://lnkd.in/gheDAEjA Don’t miss this opportunity to connect, learn, and elevate your practice.

This week, we are focusing on economic appointments for the new administration, the size of the Republican majority, and inflation and retail sales data. https://lnkd.in/exDPRE7M

How will President Trump’s proposed tariffs impact markets? CIO Scott Ladner shares his thoughts on U.S. growth, interest rates, and the 10-year with MarketWatch. https://lnkd.in/eDF8VSkB