Midyear ETF Market Outlook
A Market in Suspense
As investors await clarity — on tariffs, policy, inflation, and growth — market volatility is likely to continue. But we also see new opportunities.
Midway through 2025, the outlook calls for selectivity, flexibility, and a fresh look at diversification.
The Unbearable Burden of Waiting and Seeing
Economic and investing outcomes have never been clustered around an average. Extreme results — big gains or big losses —are more likely than we think. So, what’s ahead?
Position Toward Quality Stocks and Policy Tailwinds
To defend against increasing economic uncertainty and the rewiring of global trade, consider geographic diversification, quality stocks, and pursuing growth from AI trends and increased defense spending.
Seek Stability in Rate and Credit Markets
Fiscal policy unknowns and the Fed’s “wait-and-see” approach have fueled rate volatility, while tight credit spreads limit cushion. A more active approach to fixed income could help steady the ride.
Diversify Differently to Build Resilience
A shifting macro landscape is putting stress on traditional portfolios. From slowing growth and above-target inflation to uncertain policy, today’s challenges mean rethinking how — and where — you diversify.
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About Our ETF Market Outlook
In this Market Outlook by SPDR ETFs learn what may be next for the economy and markets and where to look for future investment opportunities.