growth investing
The 2025 Growth Postgame: Analyzing the AI Supercycle and Preparing for the 2026 'Agentic' Pivot
As the final trading days of 2025 wind down, the global investment community has entered a period of intense reflection. This year’s market was defined by a breathtaking "tale of two halves," where record-shattering rallies in semiconductor giants were nearly derailed by a mid-year geopolitical shock that