Horizon

We're hiring! Our Horizon Custom Portfolios (HCP) team is seeking a driven and innovative individual to join them. The Analyst role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. Learn more here ➡️ https://lnkd.in/eNkXBeJT

Bitcoin’s 24% slide since October is a sharp reminder: crypto’s wild swings aren’t going anywhere. Yes, it’s still up more than 1200% since 2020 — but extreme volatility and shifting correlations make timing and allocation especially challenging. At Horizon, we see crypto as an evolving opportunity in the digital investment landscape, but one that demands discipline, data, and a clear risk-management framework. Read more in this week’s Big Number ➡️ https://lnkd.in/eXadF_BT

A short-lived rally, a hawkish Fed, and a sentiment shift away from the AI trade—last week packed a punch. Now, all eyes turn to Nvidia and a slate of retail earnings as investors look for clarity on spending, demand resilience, and whether the stage is set for a year-end rally. Read our latest Weekly Market Recap for more ➡️ https://lnkd.in/em4YrZv3

Earnings season delivers — and then some. This quarter has shaped up to be one of the strongest in recent years, with nearly 84% of S&P 500 companies beating expectations and top-line growth accelerating across sectors. In his latest interview with BNN Bloomberg, Mike Dickson, Head of Research and Quantitative Strategies, breaks down what’s driving the momentum — from the AI-fueled strength at the top of the market to emerging opportunities in small- and mid-caps and a potential healthcare rebound. Watch the interview here: https://lnkd.in/eUJVTAuh Not investment advice; mentions of specific securities or sectors are illustrative in nature.

Stocks have been climbing for months, and some investors worry the rally’s gone too far. But the latest data tells a different story. Recent results show that company revenues are growing solidly, reflecting genuine business momentum and not just optimism. We think this market isn’t being lifted by hope alone — it’s being powered by strong fundamentals. Read more in this week’s Big Number ➡️ https://lnkd.in/eKMWCbvk

Tech and AI names last week stumbled as investors questioned future capital expenditure spending - dragging major indexes lower. But beneath the surface, market breadth improved: small-caps, dividend payers, and healthcare stocks found their footing. With shutdown concerns easing and corporate earnings remaining strong, this reset could serve as a reminder that leadership shifts often create opportunity — not just volatility. Read our latest Weekly Market Recap for more ➡️ https://lnkd.in/eeixBr76

A historic milestone: for the first time, the S&P 500 no longer meets the legal definition of a “diversified” index. Its top four holdings (Nvidia, Apple, Microsoft, and Alphabet) now represent more than 27% of its total market cap. This shift highlights how even broad benchmarks can become increasingly concentrated over time. The takeaway isn’t to avoid the S&P 500, but to understand what you own and ensure your broader portfolio maintains true diversification aligned with your goals. Read more in this week’s Big Number ➡️ https://lnkd.in/ewmiJvbj Not investment advice; mentions of specific securities are illustrative in nature.

“This isn’t the late ’90s . . .fundamentals are keeping up.” Chief Investment Officer Scott Ladner shared with Schwab Network why he sees the potential for the S&P 500 to hit $8,000 by next year—driven by earnings growth, market broadening, and opportunity beyond big tech. Hear his full outlook on where the next leg of market leadership may come from ➡️ https://lnkd.in/eKmHZbU7 Not investment advice; mentions of specific securities or sectors are illustrative in nature.

Head of Research and Quantitative Strategies Mike Dickson joined David Keller, CMT, on the Market Misbehavior podcast for a wide-ranging conversation that focused on the importance of maintaining a long-term perspective when building factor-based models. Watch the full interview here ➡️ https://lnkd.in/eHF7UvPF Not investment advice; mentions of specific securities or sectors are illustrative in nature.

Mega-cap tech delivered once again, powering the S&P 500 and Nasdaq 100 to new highs. But the Fed’s hawkish tone reminded investors that future cuts aren’t guaranteed. Read our latest Weekly Market Recap for more ➡️ https://lnkd.in/eDVvDE-U