Day Hagan Research

Day Hagan’s Research is a resource for U.S. and global financial market research and portfolio insights to help fuel client relationships and grow your practice. Read market commentary and research to help you deliver on your clients’ financial goals.

Streamline Your Portfolio Process with the Day Hagan Smart Sector® Strategies for Asset Allocation and Risk Management

Join us for an informative webinar where we explore smart investing strategies, balanced portfolios, and risk management techniques to enhance your portfolio process. Whether you're a seasoned financial advisor or an individual investor, this webinar will provide valuable insights and practical knowledge to optimize your investment approach.

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Smart Value, Strategy Update Lee Towle Smart Value, Strategy Update Lee Towle

Day Hagan Smart Value Strategy Update July 2025

The DH Smart Value Portfolio continues to invest in companies producing excess returns through positive economic profitability, supported by solid balance sheets (quality), significant cash generation (profitability), and trading with considerable margins of safety (valuation). We believe these factors will continue to provide rational opportunities for the foreseeable future.

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Day Hagan Smart Sector® Fixed Income Strategy Update July 2025

In June, the U.S. fixed income market navigated a complex landscape shaped by Treasury auctions, Federal Reserve commentary, and mixed inflation signals. Treasury yields experienced volatility but trended downward, with the 10-year Treasury yield closing at 4.235% on June 30, after peaking at 4.51% earlier in the month.

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Smart Sector, Strategy Update Lee Towle Smart Sector, Strategy Update Lee Towle

Day Hagan Smart Sector® with Catastrophic Stop Strategy Update July 2025

In June, the S&P 500 saw a significant increase of about 4.96%, marking its third-consecutive monthly gain after a challenging spring of policy shocks in April. This surge was fueled by supportive corporate earnings, decreasing volatility, and a normalization of trade tensions. Year-to-date, the index had risen approximately 5.5%, with a 12-month increase of more than 13.6%.

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Day Hagan Technical Analysis with Art Huprich, CMT, from June 25, 2025

In this session, Art Huprich, CMT, analyzed S&P 500 momentum, bearish-to-bullish chart patterns, and sentiment indicators, highlighting opportunities in equities and commodities. He shared Day Hagan’s Smart Sector strategies to manage risk and capitalize on market trends, helping advisors navigate volatile markets.

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Smart Value, Strategy Update Lee Towle Smart Value, Strategy Update Lee Towle

Day Hagan Smart Value Strategy Update June 2025

The Portfolio continues to invest in companies producing excess returns through positive economic profitability, supported by solid balance sheets (quality), significant cash generation (profitability), and trading with considerable margins of safety (valuation). We believe these factors will continue to provide rational opportunities for the foreseeable future.

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