There’s a ‘Flight to Quality’ as 2025 Opens

Rising bond yields delayed the Santa Claus Rally, which may turn into a powerful “January Effect,” if we see long-term bond rates meander lower.
There’s a ‘Flight to Quality’ as 2025 Opens
Key Square Group founder Scott Bessent speaks at a campaign event for Republican presidential nominee and former President Donald Trump in Asheville, N.C., on Aug. 14, 2024. Jonathan Drake/Reuters
|Updated:
0:00
Commentary

I must say that I am pleased with how some growth stocks are performing so far in 2025. There is clearly a “flight to quality” underway, and stocks with positive analyst revisions appear to be the big winners. This is obviously a great omen as we approach the upcoming earnings announcement season.

Louis Navellier
Louis Navellier
Author
Louis Navellier is chairman and founder of Navellier & Associates in Reno, Nevada, which manages approximately $1 billion in assets. One of Wall Street’s renowned growth investors, Navellier writes five investment newsletters focused on growth investing. In addition to appearing on Bloomberg, Fox News, and CNBC giving his market outlook and analysis, he has been featured in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal.