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

All Contributions

Latest Posts
1 to 16 of 33 Posts
1 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.
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.
EC 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.
HH 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.
1 to 16 of 33 Posts
1 2 3