Kevin Mahn | TalkMarkets | Page 2
President and Chief Investment Officer at Hennion & Walsh Asset Management
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn also ...more

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Is The Tide Now Shifting Toward International Equities?
For the past few years, many Wall Street strategists called the rotational shift from domestic equity returns (and flows) to international equity returns (and flows) incorrectly…or at least too early.
Investors Beware Of Trump Expectation Syndrome
Stocks rallied following the election of Donald Trump. This momentum has continued during 2017, with the stock market continuing to close at new highs. At a high level, the “Trump Trade” can be broken into four primary areas of focus.
5 Investment Themes To Consider For 2017
While not abandoning international equities altogether, I believe that it is worthy to consider overweighting U.S. equities to start 2017.
Factoring In Trump And Rising Interest Rates
While optimism is currently in abundance, the days of short-term bouts of market volatility are not behind us.
What’s Next From The Federal Reserve?
There will be one interest rate hike of 25 Bp in 2016, likely announced after the FOMC meeting in December, leaving the Federal Funds Target Rate in the range of 0.50% – 0.75% by the end of the year.
Is This The Calm Before The Storm?
The third quarter started with rapid gains in the prices of stocks as concerns over Brexit faded.
Investment Themes To Consider For The Remainder Of 2016
An alternative asset class such as commodities is worthy of consideration to help add a degree of diversification and growth potential given current capital markets conditions.
How Investors Can Prepare For The Brexit Vote
A “Yes” vote would likely result in short-term volatility due to the uncertainty of how this will play out within the global capital markets and stoke fears of possible contagion where other member countries may considering leaving the EU as well.
REITs Continue To Fly Under The Radar
It is important to recognize that REITs contain their own set of unique risk factors that should be thoroughly reviewed and analyzed before considering an investment in them directly or through a packaged product structure.
Fed Maintains “Hovish” Stance But More Rate Hikes Expected In 2016
Based on outtakes from the FOMC meetings, we currently believe that there will be 2 – potentially 3 – additional rate hikes of 25 Basis Points (i.e. 0.25%) in 2016.
International Equities Gaining Momentum
The U.S. economy, while not knocking the cover off the ball by any means is stabilizing and we anticipate that it will grow this year by an annualized rate of somewhere between 2.4% – 2.8%.
The Ins And Outs Of Municipal Closed-End Funds
For those interested in adding, or increasing, allocations to municipal bonds through CEFs within their client portfolios, the following overview of the municipal bond CEFs may prove helpful.
Is Now The Time To Invest In The Energy Sector?
The energy sector has been mired in a historic decline of crude oil prices essentially since 2014. This has largely been due to an oversupplied market in the face of relatively flat global demand.
Reasons Why This Market Selloff Is Overdone
Concerns over a slowdown in Chinese economic growth and plummeting oil prices have been credited with being the major factors contributing towards the dramatic volatility in global stock markets thus far in 2016.
7 Key Forecasts For 2016
The sluggish U.S. economic recovery will continue, with annualized GDP growth in the range of 2.4% – 2.8% for the year.
Putting China In Perspective
The precipitous fall of the Chinese stock market in the initial trading days of 2016 has certainly resulted in a degree of shock and awe across the globe for investors.
17 to 32 of 42 Posts