Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
Portfolio Managers of the Hennessy Equity and Income Fund discuss their views on higher interest rates, inflation and supply chain shortages, and the fixed income and equity markets in 2022.
Portfolio Managers of the Hennessy Equity and Income Fund discuss value-oriented stock leadership, recent additions to the portfolio, and their outlook for stocks. They also share their views on inflation, interest rates, and the market.
In his mid-year outlook, Hennessy Funds’ CIO Ryan Kelley reflects on the past year and shares his thoughts for the future.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the outperformance of value-oriented stocks, merger and acquisition activity, and a few high conviction holdings. They also share their views on interest rates and where they are finding fixed income opportunities.
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
The Portfolio Managers of the Hennessy Equity and Income Fund discuss the impact of coronavirus on the equity and fixed income markets, finding opportunities in the equity market, changes made to the Fund, and their long-term outlook for interest rates.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss how the Fund is benefitting from a strong U.S. consumer, the relative attractiveness of U.S. fixed income securities, and where they are finding opportunity in both the equity and fixed income markets.
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this extended bull market still has plenty of room to run.
Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.