These sectors will outperform in 2025: Portfolio mgr.

In This Article:

F/M Investments senior vice president and senior portfolio manager Francisco Bido offers a preview of the market landscape headed into 2025, highlighting key sectors and transformative trends on Wealth!

Bido identifies information technology and retail as his top two sectors for the upcoming year. Within these sectors, he spotlights companies like AMD (AMD), First Solar (FSLR), Palantir (PLTR), and Burlington Coat Factory (BURL) as promising investment opportunities.

Artificial intelligence emerges as a standout sector with significant growth potential, especially as data centers become increasingly prevalent. "This is just the beginning of a long-term ramp-up, so it's gonna carry into 2025, 2026, and God knows when," Bido explains, emphasizing the sustained momentum of AI innovation.

Watch the video above to hear Bido's outlook on the consumer picture for the upcoming year.

To watch more expert insights and analysis on the latest market action, check out more Wealth here.

This post was written by Angel Smith