Kevin Mahn: Top Investment Themes for 2025
Kevin Mahn turns to the positives from this round of bank earnings, believing 2025 will be a stock pickers market. He also talks about his 10 investment themes for 2025. As for his stock picks, Kevin explains why he’s watching Modine Manufacturing (MOD), Lockheed Martin (LMT), Axesome Therapeutics (AXSM) and Webster Financial (WBS).
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Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with several of the portfolios management ideas for consideration discussed during this interview.
