Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
Ryan Kelley, Chief Investment Officer for Hennessy Funds, shares his thoughts on what's driving the strong stock market, reflecting on where we have come from and where we may be going in 2022.
A summary of the discussion with Ryan Kelley, CIO, and our Portfolio Managers sharing their views on current market events, including the outlook for the U.S. and Japanese markets, the Federal Reserve and interest rates, inflation, supply chain disruptions, and the expanding energy landscape.
In his mid-year outlook, Hennessy Funds’ CIO Ryan Kelley reflects on the past year and shares his thoughts for the future.
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.
We encourage shareholders to maintain a long-term investment horizon and to remain focused on long term goals. As always, but especially in these trying times, we are here to support our shareholders, and we thank you for your continued investment and trust.
Tokyo-based SPARX Asset Management Co., sub-advisor to the Hennessy Japan Funds, shares insights on the impact of COVID-19 on the Japanese market.
Chief Investment Officer Neil Hennessy emphasizes maintaining long-term investing goals amid the current uncertainty and market as we remain focused on managing our high-conviction portfolios for the benefit of our shareholders.
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.