For years now, the software sector has been a tried-and-tested part of growth portfolios for advisors and investors. But the software sector now changing drastically.
This year has undoubtedly seen artificial intelligence (AI) at the forefront of 2025's investing themes, but there are many ways to slice and dice AI exposure to capture upside. Investors may not be fully leveraging the spillover effect that the AI theme has on the energy sector.
Navigating 2025's equity market has proven to be a tricky endeavor thus far, and 2026 will likely be no different. However, there are still plenty of attractive investment opportunities available for those who know where to look.
The market environment today has been marked by an emphasis on large-cap growth, particularly with respect to Magnificent Seven names like Nvidia, Microsoft, and Apple. The AI theme has been in the tech sector propelling much of the market performance in 2025.
The market environment today has been marked by an emphasis on large-cap growth, particularly with respect to Magnificent Seven names like Nvidia, Microsoft, and Apple. The AI theme has been in the tech sector propelling much of the market performance in 2025.