US Stock Market Outlook: Q2 2025
The US equity market outlook has plunged from overvalued into undervalued territory amid tariff announcements—presenting more opportunities for investors.
The US equity market is trading at a 17% discount to our fair value estimates, but not all stocks are equally attractive. Our analysis of more than 700 stocks shows that value stocks have outperformed growth stocks, with the market selloff concentrated in AI stocks. With ongoing market uncertainty from the Trump administration and the Federal Reserve Bank, what should investors expect next?
The Q2 2025 US Stock Market Outlook examines our equity research coverage based on the equity style box, economic moats, sector valuations, and more.
Access the report to discover how our latest quarterly market update can shape your investment strategy.
