These 4 market themes are ‘shaping the world’: Strategist

Citi Wealth chief investment strategist and chief economist Steven Wieting joins Wealth Host Brad Smith to outline four key investment themes for 2025.

Wieting emphasizes that these themes won’t consistently yield positive returns or stock market opportunities, but will be instrumental in “shaping the world” over the next decade. The four critical areas he identifies are artificial intelligence (AI), climate innovation, healthcare longevity, and polarization.

“These are investments that we wouldn’t necessarily do if the world is a perfect place, but it is what’s necessary for the world we live in,” he explains.

For specific investment opportunities, Wieting highlights the healthcare sector, particularly biotech and medical devices and supplies. He notes these areas are “indispensable for the economy” but currently trade with little confidence due to regulatory concerns, potentially creating attractive entry points for investors.

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This post was written by Angel Smith