“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.