4 eye-catching charts from top Wall Street experts show where to invest now

Mon, Sep 8, 2025, 12:40 PM 5 min read

• Top Wall Street experts shared with BI their top investment ideas, illustrated in charts.

• Some trade ideas shared with BI include tech stocks, international stocks, and deep value stocks.

• One analyst said it's a good time to buy because it's impossible to know when rates will bottom out.

When you want to communicate an idea, sometimes a chart can do the talking better than anything.

That can be particularly true in the world of markets, where there are seemingly endless viewpoints and research available about where a given investment is headed. A simple visual aid can, at times, cut through the noise.

With this in mind, we asked some top Wall Street minds to share some of their highest-conviction investment ideas that could be illustrated in a single chart.

Of course, investment decisions are more complicated than looking at a single graphic and clicking buy, and should be based on thorough research and individual needs and goals.

But at the very least, the charts below might provide some food for thought about pockets of opportunity in the market right now.

Kristy Akullian, head of iShares investment strategy, Americas

Going forward, Akullian likes the tech and growth factors, which she says largely overlap.

Amid AI bubble concerns, this may come as a surprise. After all, they've been the hottest stocks in the market over the last few years, and some investors are starting to wonder how long the domination can last as AI hyperscalers pump massive sums into infrastructure buildouts.

However, robust earnings growth — not valuation expansion — has been responsible for most of the outperformance.

The chart above shows this dynamic, with the orange portion of the tech section representing the outsized impact of earnings. Akullian thinks this trend will continue. Yes, valuations remain relatively high, but if earnings continue to come in strong, investors may have the justification to keep bidding share prices higher.

"The prevailing narrative is about how equity markets are highly concentrated and richly valued. Breaking down year-to-date performance we believe that concentration is a feature and not a bug of current equity markets — indexes are concentrated because earnings are," Akullian told Business Insider.

She added: "It's the fundamental drivers of return in US tech and growth stocks that makes us comfortable continuing to lean into recent winners, though we prefer nimble approaches to style factors that can also capture other beneficiaries of positive momentum as they emerge.

Que Nguyen, CIO of equity research at Research Affiliates