Tug of war between Growth and everything else to persist in 2025: RBC By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2024
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Source: Investing.com
Market Dynamics: The tug of war between mega-cap growth stocks and the broader equity market is expected to continue into 2025, with mega-caps outperforming due to favorable earnings dynamics, while small-cap stocks struggle amid high valuations and a challenging economic environment.
Investment Outlook: RBC Capital Markets highlights that the crowded nature of mega-cap growth trades and potential valuation issues may lead to increased interest in market rotation, as the firm anticipates ongoing volatility influenced by Federal Reserve rate expectations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
