Investing Experts Steven Cress' top 10 stocks for H2 2025
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Jun 23, 2025 Steven Cress dives into the current volatile market, advocating for a barbell investment strategy. He shares insights on why Barclays is a strong buy and highlights stocks like Prudential from Asia and FinVolution. The discussion flows into the merits of New Gold and Gold Fields, showcasing their potential. As inflation and interest rates loom, Cress offers a quant-based approach to stock selection, ensuring a well-rounded portfolio for the uncertain times ahead.
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Fundamentals Outperform Post-Fear
- Market corrections hit fundamentally strong stocks hard initially as investors flee to safety.
- Fear-driven selling isn't ideal; fundamentals regain favor once fear fades.
AI Drives Market Forward
- AI hype pushes markets forward despite high volatility and uncertainty.
- Other factors like inflation easing also support bullish market activity.
Data-Driven Quant Strategy
- The quant system combines historic and forward-looking data for daily fresh stock ratings.
- It evaluates value, growth, profitability, momentum, and EPS revisions on a sector-relative basis.