
Q3 2024 – Strategies in Review
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Topics

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

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

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a

Value and growth index fund investors may be surprised by their returns last year. Investors

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems

Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of

Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between

One active approach to risk management is currently beating the market. Risk management can be

Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice.

The end of Fed rate hikes suggests good things for equities. The stock market’s surge

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over

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

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner

Gain Strategies After a surprising and surprisingly positive first half of the year for financial

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few

Historically, the 9th month of the year hasn’t been kind to investors. “April is the

Stock investors may want to brace for some bumps in the road. After months of


Other market sectors are showing signs of life. The S&P 500 continued its winning streak

The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think

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

Gain Strategies After a furious and volatile start to the year for stock and bond

Will six months of returns cause you to forsake global diversification? While it’s true that

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those

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

Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech

Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but

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

Here’s something we have only seen once in 20 years In a true study of

Chip stocks have come out swinging to start 2023 In what could be a harbinger

U.S. stocks have clearly perked up so far this year. But now, two key market

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

In the wake of a bruising 2022, investors seem to have decided that “risk on”

Expected interest rate volatility has fallen 28 points so far this year The financial markets

Gain Strategies The final quarter of what has been a difficult year for asset owners

Investors eye foreign markets and like what they see. For more than a decade, international

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks

Gain Strategies The second quarter of 2022 was another difficult one for asset markets
















































Categories
Topics

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

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.

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.,

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued economic upside surprises, especially in the U.S. and falling bond

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a high note with strong rallies across equities and fixed income.

Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing

Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required

Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between small-cap and large-cap companies. Watch Video

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

Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice. Watch Video This is not investment advice or a recommendation

The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the

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

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.

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner predicts ‘problems’ with small and mid-capital businesses amid high Fed

Gain Strategies After a surprising and surprisingly positive first half of the year for financial markets, the recovery from the challenging market conditions of 2022

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

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where

Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own

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


Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.

The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is

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

Gain Strategies After a furious and volatile start to the year for stock and bond markets, the second quarter provided a welcome respite for investors

Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a

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

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

Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to

Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to

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

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.

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

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of the new year for equities

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

Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during

Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are

U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities

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,

In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta

Expected interest rate volatility has fallen 28 points so far this year The financial markets are predicting less volatility in interest rates during the coming

Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note as both global stocks (MSCI

Investors eye foreign markets and like what they see. For more than a decade, international stocks have lost performance race after performance race to the

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks (MSCI ACWI Index), and core bonds (Bloomberg U.S. Aggregate Index)

Gain Strategies The second quarter of 2022 was another difficult one for asset markets as investors continue to grapple with the outlook for inflation