Horizon Investments?

Despite inflation concerns and shifting policies, the U.S. economy remains resilient. Head of Portfolio Management Zachary Hill, CFA highlighted the underlying strength of the consumer and opportunities across equities and fixed income on Bloomberg Daybreak Asia. Listen to his conversation here?? https://lnkd.in/eNaGAeR6

As Chief Investment Officer Scott Ladner shared during a recent interview with Bloomberg, understanding the evolving dynamics between the U.S. and China is an important part of navigating the tech investment landscape. At Horizon Investments, we're adopting a "wait and see" approach, closely monitoring developments before committing to sectors impacted by these geopolitical headwinds. Watch Scott's interview to learn more ?? https://lnkd.in/e2PUgR_M

Stock and bond markets reacted positively last week to earnings from national retailers and incremental news on the policy priorities of the incoming Trump administration. See our Market Recap for more detail and our view into the end of the year ??

Small-cap stocks are gaining traction as economic indicators indicate continued growth and monetary policy shifts. With improved earnings forecasts and resilient U.S. fundamentals, the setup is compelling. Head of Research and Quantitative Strategies Mike Dickson talked with MarketWatch about why small-cap stocks are likely to see another boost by year-end. Read more here ?? https://lnkd.in/e-XAZSqw

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