CEDEARS: The 38 actions to invest in Wall Street that recommends a market giant

With an American market that shows signs of moderate growth and still restrictive rates, the financial giant Deutsche Bank He updated his list Fresh money conviction with 38 Wall Street actions that could overcome the S&P 500 in the next 12 months.

Amazon, Meta, Eli Lilly and Fedex They head the key sectors, in which from Argentina it can be invested through Cedears.

List keys: Solid foundations and short -term catalysts

Since its launch in 2017, this selection generated a cumulative performance of the 252%compared to 192% of the S&P 500, consolidating as a road map for funds and savers looking for opportunities with solid foundations and competitive advantages.

Technology and Media: Amazon and Meta, the favorites

In it Technology sectorDeutsche Bank is very committed to Amazon (AMZN)highlighting its leadership in e-commerce, cloud services and its ability to expand margins.

Meta Platforms (Meta)on the other hand, it shines for its monetization strategy in WhatsApp and its commitment to Generativereinforcing its position against Tiktok and Snap.

As defensive pick Equinix (Eqix)Global Data Centers Key for Cloud Computing and Artificial Intelligence. While The New York Times (NYT) It is still attractive for its digital subscription model, solid cash flow and resilience in the face of the fall in traditional advertising.

Consumption: Chipotle and Bellring, options with margin

In consumption, Chipotle (CMG) It stands out with an objective price of U $ S 65driven by its leadership in Fast Casual and restaurant margins close to 30%.

Bellring Brands (Brb) Add interest in its domain in protein drinks and the global trend towards healthy eating.

Financial: Blackstone and PNC, the jewels of the sector

In Financial services, Blackstone (BX) leads with its diversification in Private Equity, Real Estate and alternative credit. For Deutsche Bank, its growth revenue growth will exceed 25% by 2026-2027.

PNC Financial (PNC) and Synchrony Financial (SYF) They complete the podium, thanks to their solidity in commercial loans and their strategic society with Walmart.

INVESTMENTS MARKETS FIXED TERM

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Health and Biotech: Eli Lilly and Danaher stepples strong

In Healthcare, Eli Lilly (Lly) It stands out for its leadership in obesity treatments and diabetes with its GLP-1 portfolio, projecting double digit income.

Danaher (DHR)bioprocess specialist, maintains purchase recommendation with potential for improvements in estimates throughout 2025.

INDUSTRIALS: FEDEX AND GLOBAL VOLUME RECOVERY

Within the sector industrial, Fedex (FDX) It stands out for its cost discipline and the recovery of global shipments. They complete the list Archer (Achr)focused on advanced mobility, and Constellium (CSTM)Aluminum key for aerospace and automotive industries.

Deutsche Bank’s 38 favorite actions

• Consumption: Bellring Brands (Brb), Chipotle (CMG), Six Flags Entertainment (FUN), US Foods (USFD)

• Financial/Fintech: Blackstone (BX), Corebridge (CRBG), PNC Financial (PNC), Synchrony Financial (SYF), Transunion (TRU), Webster Financial (WBS), Welltower (Well)

• Healthcare: Alkermes (Alks), concentrates (with), CVS Health (CVS), Danaher (DHR), Edwards Lifesciences (EW), Eli Lilly (Lly), Option Care Health (OPCH)

• Industrialists: Archer (ACHR), Constellium (CSTM), Cortava (CTVA), Dana (DAN), Fedex (FDX), win LNG (GLNG), Johnson Controls (JCI), Pentair (PNR), Trex Company (Trex), United Airlines (UAL), Woodward (WWD)

• Technology and media: Amazon (AMZN), Confluent (CFLT), Cellebrite (CLBT), Equinix (EQIX), Meta Platforms (Meta), MKS Instruments (MKSI), Monolithic Power Systems (MPWR), The New York Times (NYT), Echostar (Sats)