Hamilton Point Investment Advisors | Chapel Hill, NC

Market Overview

<p>This month&#8217;s market insight examines the return of volatility driven by geopolitical developments, shifting tariff policy, and stress in private credit markets. We explore the widening gap between sector winners and losers, the continued surge in hyperscaler capital spending, and why AI-related disruption is hitting software companies—and by extension, private equity portfolios—particularly hard.</p>


Market Insights

Related

Old Marley Was as Dead as a Doornail; Quality Is Not