Investing Experts

Steven Cress' top 10 stocks for H2 2025

27 snips
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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

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.
INSIGHT

AI Drives Market Forward

  • AI hype pushes markets forward despite high volatility and uncertainty.
  • Other factors like inflation easing also support bullish market activity.
INSIGHT

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.
Get the Snipd Podcast app to discover more snips from this episode
Get the app