Market Factors: The biggest debates - and risks - for investors looking to outperform in 2025

Today we’ll talk about Morgan Stanley’s picks for biggest market debates for 2025, which include “diabesity” and Canadian rail stocks. Meanwhile, Wells Fargo covers the “what could go wrong for markets?” without turning bearish.Apple has brought its suite of artificial intelligence-based tools to Canada. Customers shop at the Apple Store on 5th Ave. in New York on Friday, September 20, 2024.

Mr. Flynn believes oral drugs will be necessary to address current shortages of injectable treatments. Stocks involved with this overall theme include Eli Lilly and Co., Pfizer Inc., Structure Therapeutics Inc. and Viking Therapeutics Inc. The end of 2017’s Tax Cut and Jobs Act is more likely, which threatens electric vehicle and offshore wind subsidies. Mr. Percoco adds, however, that tax credits for nuclear and solar power development enjoy bipartisan support. Potential opportunities here include First Solar Inc., Fluence Energy Inc., Enphase Energy Inc. and GE Vernova.

The first risk is sticky inflation pressure and higher-than-expected bond yields. U.S. CPI less food and energy has already fallen from 6.6 per cent in 2022 to 3.3 per cent but the final move to the Fed target of 2.0 per cent could prove difficult. Higher longer-term bond yields could stifle a risk-on market backdrop.

Risk number five is government litigation focused on megacap technology stocks. Meta Platforms, for example, is set to slug it out with the Federal Trade Commission over a ruling demanding the spinoff of Instagram.

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