Insights
“The phenomenon that is AI has had broad impacts on stocks positively and negatively. The market is rewarding those businesses whose fundamentals are helped by this spending and innovation cycle.”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during 3Q 2025, with a focus on:
- The impact of AI-related spending, which continues to drive growth, while declining interest rates, strong employment, healthy margins, and supportive legislation also contribute to a resilient market backdrop
- Primary contributors and detractors to the Mid Cap Growth strategy
- Earnings growth within the strategy
For more insights, read our 3Q 2025 Commentary or subscribe to Kaynecast where we provide the latest updates from the KAR Investment Team on our investment strategies.
Kaynecast is available on Apple Podcasts and Spotify.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the recording of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
