Midterm Elections could Bode Well for the U.S. Stock Market

As we are in the midst of the 2018 midterm election season, many investors are wondering what potential impact these elections might have on the stock market. Based upon our review of historical data related to stock market performance and mid-term elections, we are optimistic that the midterm elections could help provide some additional steam to this bull market, which has hit a volatile stretch during the month of October ... Read More

Investment Themes for the New Year

Let me start by saying that we, at Hennion & Walsh, wish everyone a happy and healthy New Year. Secondly, as we turn the page from 2017 to 2018, below are 10 investment themes that we expect to be influencers of market performance, and therefore in the mindsets of investors, in the New Year. ... Read More

Can Brexit lead to International Investment Opportunities?

International stock markets provided impressive returns for the third quarter of 2016, surpassing those of two widely recognized U.S. stock market indices (i.e. the S&P 500 Index and the Dow Jones Industrial Average). For example, in terms of international developed markets, the MSCI EAFE (net) finished the third quarter with a gain of 6.43%. ... Read More

How Will this Election Affect the Stock Market?

With the national political party conventions now behind us, many investors and financial advisors have been asking us for our prediction on whom we believe will likely occupy the Oval Office for the next four (and possibly eight) years and the likely impact on the economy and stock market of such a victory. ... Read More

U.S. Stocks hit Record Highs….now what?

The S&P 500 index (S&P 500) and the Dow Jones Industrial Average (Dow) both hit record highs on July 12, 2016 with the S&P 500 reaching 2,152.14 and the Dow climbing to 18,347.67. While some were celebrating these new highs and the extent of this current secular bull market run following the market meltdown of 2008 and ensuing “great recession”, others are concerned that this bull market run may now be a little long in the tooth and that current market valuations may be too high. ... Read More

How Investors Can Prepare for the Brexit Vote

Delivering on an earlier campaign promise to let the people decide the fate of Great Britain and the European Union (EU), current Prime Minister David Cameron will bring the referendum to a vote on June 23, 2016. The stakes are significant and could have both short and long term implications on worldwide stock markets as well as the economies of Great Britain and the Euro zone as a whole. ... Read More

Opportunities abound in Healthcare Sector

When reviewing current investment opportunities in the Healthcare sector, one should start by looking at the overall demographics of our society and the forces driving the need for innovation in the field of medicine altogether. ... Read More

Earth Day 2016: ESG Investment Strategies Continue to Evolve Across the Globe

As we celebrate Earth Day in 2016, I thought it was appropriate to reflect on how much the investment industry has evolved to keep pace with the evolving marketplace for sustainability and impact investments in general across the globe ... Read More

The Ins and Outs of Municipal CEFs

Given the likely continuation of the record low fixed income yield environment for the foreseeable future, potential periods of heightened, future stock market volatility and attractive current yields versus comparable taxable investments, municipal bonds and municipal bond-oriented investment strategies, including closed-end funds (CEFs), have been in high demand of late. ... Read More

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. ... Read More

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. We believe that this January selloff, the extent of which has surprised many, appears overdone based upon the following factors ... Read More

Considering a GARP Strategy for your Investment Portfolios?

Considering a GARP Strategy for your Investment Portfolios? Growth at a reasonable price (“GARP”) investment strategies are nothing new on Wall Street.    Legendary investors such as Peter Lynch, who was the former portfolio manager of the Fidelity Magellan mutual fund, ... Read More

Happy Thanksgiving!

We are very thankful for your continued trust and business.  From our family at SmartTrust® to yours, best wishes for a very Happy Thanksgiving ... Read More