A Financial Advisor’s Handbook to Evaluating Global AI Investments
Plus: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued?
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Advisor DigestJuly 8, 2025 Featured Kenneth Lamont Our thematic fund framework can make it easier to assess AI funds and identify attractive opportunities. 
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Top Stories Solaredge and Sunrun jump, while Centene and Huya post big losses. Frank Lee Micron, Palantir, Adobe, and Apple are among 2025’s best and worst performers so far. Frank Lee With valuations elevated and heightened volatility on the horizon, here’s how to position today. David Sekera Investors await announcements on tariffs, company earnings, and more. Sarah Hansen, Ivanna Hampton A return to trade volatility could have a range of impacts under different economic scenarios. Hong Cheng, Preston Caldwell And how investors can still find new opportunities amid the uncertainty. Damien Conover, Susan Dziubinski MasterCard and Bank of America are among the stocks rated as expensive. Bella Albrecht State and local government hiring spiked, but private-sector hiring slowed. Sarah Hansen What investors can learn from Blackstone Private Real Estate Income Trust’s liquidity crunch. Jason Kephart, Bridget Hughes ARK Innovation ETF and ARK Space Exploration & Innovation ETF were among the best-performing ETFs in Q2 2025. Bella Albrecht Schwab US Dividend Equity ETF and VictoryShares US Small Cap High Dividend Volatility Weighted ETF were among the worst-performing ETFs in Q2 2025. Bella Albrecht Meanwhile, Vanguard’s S&P 500 tracker VOO saw its first outflows since 2022. Brendan McCann These companies stand out from the competition and can be good choices for long-term investing. Margaret Giles The Tools You Need to Invest Like an Analyst Stay connected:
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