Introduction to the stock market in 2025
2025 promises to be an interesting year for investors at Piazza Affari, with a slightly positive view from Equita Sim. The experts of the historic Milanese SIM have identified the securities and sectors to be overweight in portfolios, suggesting that the macroeconomic environment will remain favorable. In this article, we’ll explore Equita’s recommended investment choices for the
coming year.
The top titles according to Equita Sim
According to Luigi De Bellis, head of Equita’s research office, the ‘Best Picks 2025’ include well-known names such as Campari, Enel, FinecoBank, Iveco and Unicredit. These securities were selected for their growth potential and financial strength. In addition, among the mid-caps, Antares Vision, Fiera Milano, Lottomatica, Moltiply, Technogym and Technoprobe stand out, which
will be twice as overweight as the other titles.
Sectors to monitor in 2025
At
the sectoral level, Equita Sim shows an overall overweight financial approach, supported by solid fundamentals and the growth of commissions. Among the preferred securities in the financial sector are FinecoBank, Banca Mediolanum and Mediobanca. As far as traditional banks are concerned, Unicredit, BPER, Intesa and Credem are the most popular choices
.
Analysis of the utilities and industrial sectors
In the utilities sector, Equita’s experts maintain a neutral position, with preferences for Enel and A2A. In the Energy sector, there is a slight overweight, with attention paid to titles such as Tenaris and Maire Tecnimont, which have idiosyncratic elements.
For the luxury sector, the preference goes to quality brands such as Prada and Moncler, while in the industrial sector, securities with exposure to infrastructure investments, such as Buzzi and Webuild, are preferred.
Focus on technology and healthcare
Equita adopts a neutral approach in the technology sector, confirming its interest in Reply and Technoprobe, while in the healthcare sector, titles such as Amplifon, DiaSorin and Recordati stand out. These sectors are considered promising, especially in a context of falling interest rates, which could encourage investments in companies with solid fundamentals
.