Commentary on Recent Market Volatility – Forbes Published

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Sean Hanlon’s , CEO and Co-Chief Investment Officer of Hanlon Investment Management, August 6th article in Forbes – Commentary on Recent Market Volatility, talks about the recent uncertainty in the markets and what does it mean for the economy going forward? Excerpts: ” The trade war is clearly driving the market, as it has for over a year now. Yet, judging from the economic data, the effects have barely registered on the US economy.” Read … Read More

Taking The Long View – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, February 5th article in Forbes – Taking The Long View, explains that by taking the “Long View” and understanding long-term trends and performance, investors can see the potential rewards from being patient. Excerpts: “While volatility will always gain investors’ attention in the short-term, it’s important not to lose sight of the long-term earning potential, as well as the intrinsic value, of the global portfolio.” … Read More

The Market Is Sensing A US-China Trade Deal – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, December 14th article in Forbes – The Market Is Sensing A US-China Trade Deal, compares the relative strength of the Mexico and Canada Index ETFs while negotiating a trade deal with the US to the emerging markets during latest US-China Deal negotiations. Excerpts: “Today, the China trade deal is getting lots of media print and investors’ mind share. There is a possible similar foreshadowing … Read More

S&P 500 3rd Quarter Earnings Update – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, December 10th article in Forbes – S&P 500 3rd Quarter Earnings Update, looks at the last few months and how volatile they were, to say the least. However, he believes that now is be a good time to look at fundamentals that underpin the market and it doesn’t get any more basic than earnings. Excerpts: “At the end of the day, earnings and earnings … Read More

Market Corrections Are Expected – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, October 25th article in Forbes – Market Corrections Are Expected, reflects on this October’s volatility as just another one of these kind of crazy, yet to-be-expected episodes where the equity markets, or some other market(s), create considerable stress for many investors. Excerpts: “While U.S. and International equity returns are very attractive over the long term, we often forget that there will be periods of … Read More

S&P 500 Earnings Update and Trade Resolution – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, October 18th article in Forbes – S&P 500 Earnings Update and Trade Resolution, discusses that with recent volatility in equity markets and concerns over U.S. equities, will the earnings train stay on track or derail? Excerpts: “Looking ahead, third quarter earnings are just about to commence as market volatility has picked up amidst concerns over tariffs, rising interest rates and geopolitics. Economic data, however, … Read More

US High Yield Bonds Serving An Unusual Role – Forbes Published

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Sean Hanlon, CEO and Co-Chief Investment Officer of Hanlon Investment Management, September 21st article in Forbes – US High Yield Bonds Serving An Unusual Role, discusses that while today’s economic environment has been challenging for fixed income investors, high yield bonds have provided some insulation from rising interest rates and the strong dollar that are affecting other fixed income asset classes this year. Excerpts: “So why are high yield bonds doing better than most? High … Read More

Should Long-Term Investors Own More Emerging Market Equities? – Forbes Published

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Sean Hanlon CEO and Co-Chief Investment Officer of Hanlon Investment Management, Aug 1st article in Forbes – Should Long-Term Investors Own More Emerging Market Equities? discusses whether long-term investors should consider allocating more of their equity allocation to emerging markets now. With a detailed look into emerging markets, the answer may surprise you. Excerpts: “Emerging markets are diverse, yet dominated by a few large countries. China represents over 38% of the market capitalization of emerging … Read More

Earnings And Stock Market Valuations – Forbes Published

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Sean Hanlon, Chairman, CEO and Co-Chief Investment Officer of Hanlon Investment Management, June 27th article in Forbes – Earnings And Stock Market Valuations discusses how underlying earnings, along with a more pro-business administration, shows the bigger picture that growth in earnings can translate into growth in equity valuations. Excerpts: “While equity markets have been spooked by geopolitical events, interest rates, trade war concerns, and fears of an overheating economy at various times this year, the … Read More

The Crystal Ball Is A Little Hazy – Forbes Published

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While Fed-watchers wait anxiously for the dot plot charts to be issued each quarter. They tend to think of the Fed as being omnipotent and omniscient. However, in his latest contribution to Forbes – The Crystal Ball Is A Little Hazy; Sean Hanlon, Chairman, CEO and Co-Chief Investment Officer of Hanlon Investment Management, wonders how all-knowing are they actually? Perhaps it’s time for the Fed to put the crystal ball away? Excerpts: “Perhaps the biggest … Read More