We are pleased to share our latest Market Commentary, produced in collaboration with Collidr Investment Management, highlighting the key developments across investment markets over the past month.

As noted in this month’s commentary, “Investors began questioning the capacity of the technology hyperscalers to extend elevated capex spending without a clear path to monetising AI. The uncertainty weighed on both the vendors and spenders.”

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The content of this article is for information only and does not constitute formal financial advice. This material is for general information only and does not constitute investment, tax, legal or other forms of advice.