Kevin Mahn: An Expansion of the Rally

“An expansion of the rally” is Kevin Mahn’s 2024 market theme. He discusses the Fed’s rate path ahead in 2024. He talks about top investment themes for 2024, as well as which areas of the market could benefit from rate cuts. He then goes over M&A activity outlook for 2024, in addition to portfolio allocation and composition to consider this year. Tune in to find out more about the stock market today.

Click here to watch the video on Schwab Network.

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Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program, and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs), consistent with several of the investment areas discussed during this interview.