2025 could be the year of small-cap outperformance, MJP Wealth Advisors chief investment officer Brian Vendig tells Seana Smith and Madison Mills on Catalysts. "Our view is that, as long as the economy stays on stable footing and some of these policy decisions don’t go to extremes, and obviously a little cooperation from the Fed, that could be the perfect combination to see small-cap outperformance in 2025," Vendig says. The strategist adds, "I think the market’s going to come back to earnings," explaining, "the first couple of months next year, first half of next year [will be a] choppy market due to policy [uncertainty,] but if earnings continue to stay intact … we’re still constructive on stocks, and we also think bonds might be an opportunity as well." "I’m definitely not one to recommend to add to megacap tech at this point, but I think taking a look at some of those value-oriented sectors that help to play into innovation and growth for the economy still makes sense," Vendig says, highlighting opportunities in the industrial sector like infrastructure, electric grid enhancement, and power generation, as well as some biotech and pharmaceutical plays. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
#youtube #stocks #stockmarket
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
– Get the latest news and data at finance.yahoo.com
– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
– Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
