Kevin Mahn Blog | Talkmarkets | Page 1
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 ... more

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Top 10 Investment Themes For 2021
As effective vaccines and therapeutics are now becoming available, the overriding macro theme of 2021 will be “The Reopening of the Global Economy.”
Learning From The Ups And Downs Of The Stock Market
The S&P 500 Index closed at a level 2991.77 on May 26, 2020, representing a daily gain of 1.23%, thanks in large part to renewed optimism on economic re-openings and the potential for additional vaccine candidates from the likes of Novavax and Merck.
Keeping Perspective
While no one can know the full extent of the consequences of the coronavirus at this time, investors should keep perspective on their longer-term financial goals, maintain discipline, invest in quality companies and revisit the diversification.
2020 Will Be A “Year Of The Three Big E’s”
2019 was undoubtedly a year where equities exceeded expectations.
Are Student Loans The Next Big Bubble To Burst?
Many have claimed that outstanding student loan balances, which seemingly continue to grow, may be the next big bubble to burst that may have a material impact on the U.S. economy.
EC 2019 Theme Of “Slowing But Growing” Continues
Volatility returned to the markets during the usually calm summer month of August.
Could The Trade War Escalation Create An Attractive Entry Point For Investors?
Real gross domestic product (GDP) grew 3.2% for the first quarter, well above the upwardly revised consensus estimate of 2.3%.
International Equities At (Or Near) An Inflection Point
We continue to believe that threats of potentially prolonged trade wars have served as an emergency brake to a stock market that has been pressing on the gas pedal to try and move forward with a growing global economy serving as a tailwind.
After Markets Pause, More Upside Anticipated For Global Equities During 2nd Half Of 2018
The current threat of a prolonged trade war is serving as an emergency brake to a stock market that is pressing the gas pedal as hard as it can with positive economic data reports, serving as tailwinds.
2018 Could Be "The Year Of M&A"
2017 was a good year, but not a great year, for global mergers and acquisition activity as global M&A fell just short of 2016 results with a 3.2% decline in value according to Mergermarket.
Are Consistent Economic Gains Now Starting To Catch-Up To Stock Market Gains?
The U.S. economy has now experienced two consecutive quarters of 3% gross domestic product (GDP) growth with a reported 3.0% annualized gain in third-quarter GDP, on top of the 3.1% GDP increase reported in the second quarter of 2017.
Portfolio Management Ideas For Consideration For The Remainder Of 2017
2017 is shaping up to be both a continuation of the secular bull market as well as a year of changing market leadership. This has taken place absent any significant market volatility, leading some to question when volatility may rear again.
Can A Macron Victory Lead To An Upswing In European Stocks?
A second EU departure, coupled with the first country to abandon the Euro currency, could have led to short-term market volatility in capital markets worldwide.
Top Investment Ideas For The Remainder Of 2017
While 2017 got off to a great start for investors in global equities, we believe that it is important for investors to take note of some potential key areas of changing market leadership that started to take form during the 1st quarter.
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.
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