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Deuser adds that small-cap stocks may potentially outperform in 2025, but warns that investors must carefully observe earnings growth to support any investment decisions in that sector. The current market dynamics suggest that while small caps are expected to grow, actual earnings need to come through to justify the anticipated rotation in the market.
The Outlook on Investment Strategies
As he contemplates investment strategies, Deuser poses the conundrum of sticking with the successful large-cap stocks or considering broader opportunities in the market. He expresses confidence in the prospect of broader market expansion over time, attributing this optimism to the anticipated growth in earnings across sectors by the end of 2025.