Anticipated Changes Alert: Strategist Advises on Essential Stock Possessions
In a recent Market Strategy report published on June 30, 2025, Oppenheimer Asset Management, led by Chief Investment Strategist John Stoltzfus, has maintained a bullish outlook on the markets despite potential near-term corrections. The report, which was initially released in December 2024, set a year-end target for the S&P 500 at 7100, expecting about 17% upside from that point.
However, early in 2025, market sentiment soured due to concerns about economic growth, geopolitical risks, and valuation worries, especially after the announcement of a high tariff schedule by the US administration in April. In response, Oppenheimer revised the S&P 500 target down to 5950 and lowered earnings projections slightly. Yet, the firm remains optimistic, expecting around 17% upside from the April 4 level.
Oppenheimer expects that trade tensions and tariff rates will be negotiated down, leading to a market recovery. Despite short-term risks and a potential correction, the report states that "cooler heads will prevail" and that the market could still rise significantly by year-end, supported by earnings growth and easing geopolitical tensions.
Meanwhile, J.P. Morgan has recommended buying certain value stocks with up to 61% upside potential. However, this recommendation is separate from the market analysis by Oppenheimer. Wren, on the other hand, has joined a growing number of cautious voices in the market.
It's important to note that the market's peak correction is not ruled out, but it might present a buying opportunity. The long-term positive performance of the market is highlighted in the report, outlining why, although there may be corrections driven by geopolitical and tariff uncertainties, the underlying fundamentals and resolution of trade disputes could fuel a strong market rebound and substantial upside in 2025.
For more details on the Oppenheimer study, readers are encouraged to refer to a separate article. The report serves as a reminder that while market fluctuations are inevitable, a long-term bullish outlook can be sustained with careful analysis and strategic investments.
In the revised Oppenheimer Asset Management report, they expect trade tensions and tariff rates to be negotiated down, leading to a potential market recovery and achieving a significant upside of around 17% by year-end, despite potential short-term risks and corrections in the stock-market. While Wren has joined a growing number of cautious voices, J.P. Morgan has separately recommended buying certain value stocks with up to 61% upside potential.
