Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

As we head into 2025, Chief Investment Officer Scott Ladner explained in a conversation with Yahoo Finance how he sees opportunities in a “normalizing” economy driven by strong consumer fundamentals and coordinated global growth. With central banks, including the Fed, moving into the background, Scott emphasized a focus on cyclical sectors, mega-cap tech, and areas like financials and defense, while avoiding energy and consumer staples. He also described the transformative role of AI, drawing parallels to the mid-1990s tech boom, as a key driver of innovation and potential investment returns in the years ahead.

Not investment advice; mentions of specific securities are illustrative in nature.