Three themes for ETF investors in 2025

Goldman Sachs Asset Management's Head of ETF Investment Strategy, Marissa Ansell, shares stock market (^DJI, ^IXIC, ^GSPC) insights and investment strategies on Catalysts, highlighting her three investment themes for investors interested in investing in ETFs. Ansell highlights a significant trend in today's equity markets: concentration is at historic highs, with just 10 companies driving the majority of S&P 500 (^GSPC) gains. She cautions investors against overexposure to large-cap stocks, emphasizing the importance of diversification to avoid "missing opportunities" in other market segments. Looking ahead, Ansell is particularly optimistic about small-cap stocks as the market shows signs of broadening, noting that "the set up looks good." While acknowledging that "there's always risks on the horizon, there's always uncertainties," she recommends considering derivative income ETFs as a strategic option. These instruments allow investors to maintain equity market exposure while generating income streams. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith