Janus Henderson AAA CLO ETF – Charm

Investor John Davi’s picks for 2H of 2025

John Davi, founder and CEO of investment management company Astoria Portfolio Advisors, has one overriding piece of advice for investors heading into the second half of the year: “Re-risk your portfolio.” The stock market has made a sharp turnaround from its early April lows, when fears over tariffs and their effect on inflation and the…

Earnings growth can help stave off stock market valuation concerns in 2025, ETF firms say

Cs news7 months ago7 months ago08 mins

Market strategists at major ETF firms are optimistic about the stock market rally continuing in 2025, expecting large tech stocks to keep generating solid earnings and stave off valuation concerns in the near term. “We anticipate that US Large Cap equity can maintain its structural advantage over developed markets (DM) equities. US companies continue to…