Kevin Mahn: Bull Market Resilience
With the S&P 500 up, many are wondering how much longer the bull market can run. Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management says recent history is on its side. He attributes this resilience to the A.I. revolution, which he believes has just begun to gain steam. He also expects earnings to continue to drive the market, but warns that valuations matter and investors should be selective in their approach. Mahn sees opportunities in A.I. infrastructure, aerospace and defense, and small-cap biotech, as well as in the utilities trade.
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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 portfolios management ideas for consideration discussed during this interview.
