Hamilton Point Investment Advisors | Chapel Hill, NC

Market Overview

<p>This month&#8217;s market insight examines how AI investment powered U.S. markets in 2025, while international stocks outperformed thanks to more reasonable valuations and a falling dollar. We also explore U.S. equity valuations at historic extremes—with the S&#038;P 500&#8217;s CAPE ratio in the 98th percentile—alongside the quality factor&#8217;s continued underperformance and rising geopolitical risks that may shape the 2026 outlook.</p>


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