In this regard, below are our "Top 10 Investment Themes for 2021" for your review and consideration, remembering that while 2021 may turn out to be less volatile than 2020, the days of heightened bouts of volatility are certainly not behind us. ... Read More
In this regard, below are our "Top 10 Investment Themes for 2021" for your review and consideration, remembering that while 2021 may turn out to be less volatile than 2020, the days of heightened bouts of volatility are certainly not behind us. ... Read More
In this regard, below are our "Top 10 Investment Themes for 2021" for your review and consideration, remembering that while 2021 may turn out to be less volatile than 2020, the days of heightened bouts of volatility are certainly not behind us. ... Read More
The 2020 election outcome will undoubtedly have a significant impact on both the markets and the economy. As a result, different pre-election polling results could induce more stock volatility leading into Election Day ... Read More
The S&P 500 Index (S&P 500) 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. ... Read More
Happy New Year everyone! As you may recall, our overall theme for 2019 was “Slowing but Growing” and while this will likely become “Slower but Still Growing” in the New Year, we believe that 2020 will be “The Year of the 3 Big E’s” – Earnings, the Economy and the Election, given the interconnected nature of these three factors. In this regard, below are our “Top 10 Investment Themes for 2020”. ... Read More
When we at SmartTrust® discuss the current state of the jobs market in the U.S., it is always important to reiterate that there are many different measures of unemployment (or employment) and understanding the differences in each measure can be helpful in gaining a full understanding of the complete employment picture. ... Read More
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 2018 to 2019, 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
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 2018 to 2019, 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
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
As expected, the Federal Reserve increased interest rates for the second time this year, raising the Federal Funds Target rate on June 13, 2018 by 25 Basis Points (i.e. 0.25%). This leaves the Fed Funds Target Rate in a range of 1.75% - 2.00%. ... Read More
The stock market should continue to move higher thanks to a strong economy, Kevin Mahn, President and Chief Investment officer of Hennion & Walsh, Inc., told CNBC on Wednesday. ... Read More
2017 was a good year, but not a great year, for global mergers and acquisition (M&A) activity as global M&A fell just short of 2016 results with a 3.2% decline in value according to Mergermarket. 2018, on the other hand, has started off great with a series of large M&A announcements. ... Read More
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
Emmanuel Macron won the run-off contest this past weekend over Marine Le Pen and will become the next president of France this upcoming weekend on May 14, 2017 ... Read More
The year is new, the hopes are new, the aspirations are new, but our warm wishes for happiness and prosperity remains the same for you and your family ... Read More
A special greeting of Thanksgiving time to express to you our since appreciation for your confidence and loyalty ... Read More
"Our debt to the heroic men and valiant women in the service of out country can never be repaid. they have earned our undying gratitude America will never forget their sacrifices." - Harry S. Truman ... Read More
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
Labor Day weekend marks the unofficial end of summer. However you chose to spend the holiday weekend, we hope you enjoyed your time with family and friends ... Read More
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
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
What It Means to Be an American To believe in the promise of a better tomorrow, and stand united in our efforts ... Read More
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
This year, as on every Memorial Day, we celebrate by honoring and remembering those who have fought to protect our freedom and liberties ... Read More
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
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
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
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
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
While 2016 may end up looking a lot like 2015 in terms of stock market returns in the U.S., intermittent periods of stock market volatility, endless debates over potential Federal Reserve interest rate hikes and overseas economic uncertainty, we believe ... Read More
The precipitous fall of the Chinese stock market in the initial trading days of 2016 has certainly resulted in a degree of shock and awe across the globe for investors. While the pace of the decline in prices of the ... Read More
I often hear from advisors that one of their primary selection criteria for closed-end funds (CEFs) is whether or not the CEF in question is trading at a discount or premium to its current net asset value (NAV). I then ... Read More
Coming off of a volatile month of August, where the S&P 500 index fell by over 6% on a total return basis, many stock market investors are looking for indications of what lies ahead for the final four months of ... Read More
I have always said that, “with much volatility comes great opportunity.” Well, there was certainly a great deal of market volatility during the month of August (typically a quite uneventful trading month each summer). This volatility, in my opinion, creates ... Read More
In addition to global economic contagion fears related to ongoing activities in China and market impact fears over what was presumed to be a likely interest rate hike by the Fed in September, we believe that a large part of ... Read More
We have updated our projected Federal Reserve timeline based upon outtakes from the last Federal Reserve Open Market Committee meeting earlier this month. As a result of what we know, based upon what the Fed has communicated and what we ... Read More
According to the Investment Company Institute (ICI), data on the market value of unit investment trusts (UITs) issued and outstanding as of year-end 2014 indicates a total of 5,381 trusts with a value of $101.14 billion. According to reports submitted ... Read More
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
Here is a summary of our eight (8) key forecasts for 2015 at SmartTrust® based upon data available to us and subject to change based upon any worldwide events that are not known at this time and cannot be planned ... Read More
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
There has been a lot of buzz about Business Development Companies as of late so we thought it was appropriate to provide an overview of the product type and the industry as a whole. A Business Development Company (BDC) is ... Read More