We only have a few weeks left in 2024. And it has been a banner year for the U.S. stock market. The S&P 500 is on track to log one of its best years in the last couple decades.
So what’s next?
As they say, there’s always a bull market somewhere. And on this week’s episode of the SteadyTrade Podcast, Tim Bohen and I go on the lookout for that strength and unveil five of our favorite investment themes for 2025.
While the overall market remains in a strong bullish uptrend, not every sector is primed to outperform. So we’re giving you the details on the trends you should be paying attention to – from the “Electrification of Everything” to quantum computing and more.
Regular readers of mine know that one of my favorite holiday traditions is sharing my outlook for the year ahead. So naturally, this is one of my favorite episodes of the year to record.
And afterward, don’t forget to check back in on the rest of the topics we covered in Market Insights this week…
Monday: “America First” has been a Trump administration mantra for years. No matter where your political feelings lie, this will likely lead to some lucrative investment opportunities. In particular, it could offer some opportunities for the reshoring trend – which is one of my favorite investing themes for 2025. Click here to read ‘America First’ Policies Are Back – Here’s What That Means for You.
Tuesday: Google just unveiled its new quantum computing chip and said that it will change the world. Beginning in 2025, I believe quantum computing will become one of the hottest innovation trends to hit the mainstream as well as the stock market. That makes now the time to get in position. Click here to read Quantum Computing Capabilities Are Closer Than You Think.
Wednesday: I’ve spent the last few days covering what I believe will be some of the hottest investment opportunities of 2025. Now, I’m adding the financial technology – more commonly known as “fintech” – industry to the list. This sector is benefiting from several strong tailwinds right now. Click here to read Fintech: One of the Most Exciting Opportunities of 2025.
Thursday: I value education. It’s one of the three pillars I follow in all my investment newsletters. With 20-plus years in the investing world, I have a lot to share. And that’s why I love recording webinars. It gives me a chance to not only tell you about my latest research, but also to connect with you – my loyal subscribers. Click here to read Prepare Your Portfolio for 2025 – Today.
Friday: Industrial stocks are often overlooked by investors. They’re just not as exciting as the hottest cryptocurrency or artificial intelligence (AI) play. I get it. And if your portfolio is underweight industrials heading into 2025 – you’re not alone. But the industrial sector is one of the investment themes I expect to outperform next year. Click here to read Industrials: A ‘Boring’ Bet Poised to Win Big in 2025.
Here’s to the future,
Matt McCallEditor, Market Insights
The post Our 2025 Investment Outlook: Part 1 appeared first on Centurion Publishing.
