Investing playbook highlights quality companies, AI, and gold for H2 2025

From Nasdaq: 2025-06-16 19:18:00

In this episode of ETF Spotlight, Matthew Bartolini from State Street Global Advisors discusses the market outlook for the second half of 2025. Despite ongoing policy-related uncertainty, there are reasons for optimism like progress on Trump’s pro-growth agenda and strong earnings growth. Recommendations include building equity portfolios with high-quality companies and positioning for long-term trends like AI adoption and defense spending. ETFs like QUS and QUAL are highlighted for their strategies focusing on quality and value.

As the economic benefits of AI expand, ETFs like XNTK and QQQE are worth considering. Diversifying portfolios with alternatives like gold, such as GLD, GLDM, and IAUM, can be advantageous in the current market environment. Stay informed with the ETF Spotlight podcast for more insights on investing strategies. Make sure to subscribe and email any comments or questions to [email protected]. Get Zacks’ free Fund Newsletter for top news and analysis on ETFs each week. For the latest recommendations from Zacks Investment Research, download 7 Best Stocks for the Next 30 Days. Check out the links for more information on ETFs like QUS, QUAL, XNTK, QQQE, and more.



Read more at Nasdaq: Investing Playbook for H2 2025: Quality, AI, and Gold