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Amidst market noise and global uncertainties, Alex Crompton of Activam Group highlights in this interview with ausbiz why small and mid-cap stocks could play a key role in 2025 market gains.
He remains cautiously optimistic about US earnings growth, interest rate cuts from the RBA and Fed, and unexploited opportunities from tax cuts and deregulation policies.
Key Takeaways:
- Macroeconomic Strength: Positive GDP growth and low recession risks in Australia and the US.
- Sector Preferences: A focus on small and mid-caps over large-cap stocks.
- Portfolio Strategy: A neutral asset allocation with a preference for international equities.
With markets evolving, staying diversified and committed to long-term fundamentals is critical for investors seeking strong returns in 2025.
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