2025 ETF Market Outlook Soft Landings and Bull Markets
What’s next after the rare soft landing? With stocks at all-time highs, credit spreads historically tight, and most measures of market volatility tranquil, we look for economic growth to accelerate in 2025.
For investors, the new year will be about keeping pace with 2025’s unique opportunities and challenges.
Ride US Economic Tailwinds
Strong US economic growth, corporate profitability, and AI-related leadership point to opportunities in cyclical, domestic-focused businesses and the broad AI value chain.
Actively Manage Income and Alpha
As uncertainty over monetary and fiscal policy fuel bond market volatility, new pro-business policies may boost credit’s favorable outlook. An active approach to core bonds can help you balance rate risks while pursuing enhanced income with credit.
Diversify Portfolios with Alternatives
Abnormally high stock and bond correlations have reduced the diversification benefits of the 60/40 portfolio. Alternatives’ low correlations to traditional assets can return balance to portfolios and help temper the impact of a potential increase in inflation or volatility.
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About Our ETF Market Outlook
In this Market Outlook by SPDR ETFs learn what may be next for the economy and markets and where to look for future investment opportunities.