Financial Funds Portfolio Manager Dave Ellison weighs in on what is next for financials under a new administration.
Hennessy Focus Fund Portfolio Manager Brian Macauley shares his thoughts on stock valuations, how large banks are a gauge of the broader economy, and why U.S. industrial stocks appear attractive.
Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.
Japan Fund Portfolio Manager Masa Takeda describes how Japan's central bank and government are working closely together to tackle inflation, and he shares his perspective on the progress to date and outlook for a number of structural reforms.
Equity and Income Fund Portfolio Managers Gary Cloud and Mark DeVaul discuss how this balanced fund can be a one-stop shop for investors with a mix of 60% U.S. equities and 40% high-quality U.S. bonds, with the goal of downside protection.
Equity and Income Fund Manager Gary Cloud shares his thoughts on corporate bonds, where he is finding selective opportunities in the energy and materials space, and what he thinks the Fed will do this year.
Equity and Income Fund Manager Mark DeVaul discusses his theme for searching out companies with strong balance sheets and high return on capital. He discusses why he is finding opportunity in three stocks in the portfolio.
Japan Fund Manager Masa Takeda discusses the slow and steady progress of Abenomics and how policy measures and tax reforms are a work in progress. With an unsure macroeconomic outlook, Masa describes his prudent stock selection process, seeking companies with proven long-term track records and international growth exposure.
The Hennessy Focus Fund Portfolio Managers discuss their 'best ideas' within their concentrated portfolio and why they have the conviction to hold stocks for five years or longer.
Gas Utility Fund Portfolio Manager Ryan Kelley discusses why the low price of natural gas is a demand driver for companies that are focused on the distribution of natural gas.
Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
DOE refers to the Department of Energy. EIA refers to the U.S.Energy Information Administration. FERC refers to the Federal Energy Regulatory Commission.
References to other funds should not be interpreted as an offer of these securities.