This weeks data insight – Let’s take stock: Q1 2025 – explores the shifting landscape of standout performers across the Atlantic, following a turbulent quarter in the markets.
The focus has shifted from Information Technology leaders to diverse sectors that are driving the S&P 500 this year. CVS Health has emerged as the top performer, capitalising on strong earnings and undervalued shares, while Philip Morris has thrived on regulatory approval for new products and robust forecasts. Newmont Goldcorp has gained momentum from record highs in gold and copper prices, while Cencora Inc. excels in pharmaceutical services. Lastly, AT&T’s defensive positioning has proven effective during market uncertainty. As we examine these successes, the insights reveal evolving trends and opportunities for strategic investments in 2025.
