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Toss Securities continues to see compelling opportunities in U.S. equities in 2025
You are viewing: Toss Securities Publishes 2025 U.S. Investment Outlook
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Market corrections in the summer could provide attractive entry points
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Opportunities in Financials, Energy, Consumers and AI benefiting from Trump policies and corporate investment
SEOUL, South Korea, Dec. 17, 2024 /PRNewswire/ — Toss Securities, a fintech securities firm with the largest data-driven investment platform in South Korea, has projected continued growth in U.S. equities in 2025. It highlighted opportunities in AI and other pro-growth/domestic plays benefiting from the Trump Administration, such as Financials, Energy and Consumer.
These insights can be found in the 2025 U.S. Investment Outlook, an annual forecast for U.S. equity markets published by Toss Securities Research Center. The report aims to aid retail investors in preparation for the coming year, offering practical insights to help retail investors formulate investment strategies for U.S. markets.
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U.S. equities will continue to be strong… Best to target the summer period
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Toss Securities anticipates that U.S. equities will continue to offer compelling opportunities in 2025, driven by earnings growth and resilient economic fundamentals. Despite the consecutive stock price increase over the past two years, companies with solid financial performance are expected to lead market gains.
Historically, U.S. equities tend to perform well in the first year of a presidential term. In bull markets, the third year typically delivers the weakest returns. This aligns with the outlook for 2025, the third year of the current bull market. Modest corrections are expected in the summer and fall, which could provide attractive entry points.
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First year of Trump 2.0 and AI
Toss Securities also predicts that the Trump Administration’s pro-growth policies will improve domestic demand and consumption, ultimately improving the U.S. economy. It anticipates policies to increase oil production and ease regulations, which could enhance the performance of Financial and Energy names. Sectors such as Auto/Parts, IT Hardware, Travel/Leisure and Retailers that could benefit from increased U.S. consumer spending are also expected to trend upward.
AI-related stocks are also expected to remain promising. Toss Securities highlighted semiconductors, data centers, and networking solution related stocks as key investment opportunities in the AI sector. It also foresees opportunities arising from increased power demand for high-performance AI and the commercialization of AI services
Adding bonds, particularly short-term bonds, to portfolios could provide diversification and strengthen investment strategies.
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