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.
In the following commentary, Portfolio Managers Dave Ellison and Ryan Kelley discuss the reasons behind the selloff at the end of 2018, the outlook for short-term interest rates, and what they believe is the healthy state of the banking industry going into 2019.
Two key measures of the health of the banking industry have shown significant improvement and could point to continued solid profitability in the Financial sector in 2019 and beyond.
Over the last two decades, the Financials Sector has become much more diverse. Financial companies operating in markets where growth is being driven by new processes and technological innovation have become an important part of the sector, offering investors high growth potential and additional diversification.
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
Hennessy Financial Funds Managers Dave Ellison and Ryan Kelley discuss recent merger and acquisition trends, the effect of dividends and share buybacks on bank earnings, growth opportunities for diversified financial services companies, and the drivers of revenue and earnings growth for the companies in the Small Cap Financial Fund.
Financial Funds Portfolio Managers Dave Ellison and Ryan Kelley share their thoughts on the current health of the Financial sector. They discuss how rising interest rates and business rationalization are driving bank profitability, and they describe where they are finding opportunities within the sector.
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.
Hennessy Financial Funds Managers Dave Ellison and Ryan Kelley discuss how rising short-term interest rates and deregulation could benefit bank profitability, and they present the investment case for Financials.
Hennessy Financial Funds Managers Dave Ellison and Ryan Kelley discuss how rising rates, deregulation and the Tax Reform bill could benefit the Financial Services sector and companies in the Funds.