Most Investors Optimistic About Trump’s Impact on Economy and Markets
According to the latest CNBC Delivering Alpha Stock Survey, a majority of investors are optimistic about President-elect Donald Trump’s impact on the US economy and markets. The survey found that 71% of participants believe Trump will be “great for the economy and markets”, while 29% disagreed.
The survey also touched on Trump’s policies, with 57% of respondents saying they trust how he and his appointees will handle artificial intelligence. However, investors are split on the impact of tariffs, with 50% believing they will help the US economy, American workers, and consumers, while 50% disagree.
The survey also asked investors about their favorite asset classes for 2025, with small-cap stocks emerging as the top choice, followed by big-cap tech and the broad market S&P 500. Bitcoin was also a topic of discussion, with 57% of respondents believing it is more likely to revert to $50,000 than hit the $200,000 mark.
In terms of market trends, the survey found that 77% of respondents believe the “other 493 S&P 500 stocks” will outperform the “Magnificent Seven” – Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla – in 2025. Software stocks and semiconductors were also in focus, with 71% of respondents believing that software names will outperform chip stocks in the new year.
The survey also asked investors about their views on emerging trends, with 64% saying that cybersecurity names would be a good place to invest, and 36% pointing to stocks related to artificial intelligence. However, investors were less enthusiastic about crypto-mining stocks, with none of the respondents saying they are a good place to invest.
