Portfolio Commentary – December 2025
December capped off a year marked by aggressive AI investment, resilient valuations, and strong earnings that continued to offset broader economic headwinds.
Market and Investment Insights
Portfolio Commentary – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.
Portfolio Commentary – October 2025
October delivered mixed results across key holdings, with tech-linked names showing strength while others faced short-term sector pressures.
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Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.