Wall Street sees opportunities for investing in US stocks despite rally

Wall Street experts still see promising areas of investing, despite US stocks reaching record highs. 

Fund managers believe that buying assets during a rally can be a smart decision for long-term investing. Shuttle Crossland Wealth Advisors notes that the market often moves beyond the record levels. 

Emily Roland of John Hancock Investment Management advises investing in stocks with more stable earnings. Those could include tech and infrastructure companies, as well as firms in the health care and utilities sectors. Scott Helfstein of Global X sees growth opportunities in defense technology and cybersecurity stocks.

Meanwhile, Wall Street experts warn of risks that could derail the rally. According to Citigroup, investors are downplaying the impact of US tariff policies and the ongoing conflict in the Middle East.

Additionally, analysts expect profits at S&P 500 companies to grow 7.1% this year, down from nearly 13% in early 2025.