The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.
In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.
The September 2025 edition of The Research Monitor features exclusive insights from leading investment minds, including Martin Crabb and Jules Cooper. Explore Q2 performance highlights, stock recommendations, and forward-looking perspectives on enterprise AI, digital disruption, and income strategies tailored for sophisticated investors and C-suite decision-makers.
In GP Wealth’s July Market Update, we explore key opportunities and risks shaping the second half of 2025. From overvalued stocks like CBA to undervalued sectors such as healthcare, uranium, AI, and gold, discover how sophisticated investors can strategically grow and preserve their wealth in today’s dynamic market.
The uranium sector is emerging as a compelling opportunity for long-term investors, driven by rising global nuclear energy demand, the growth of Small Modular Reactors (SMRs), and the surging power needs of AI data centres. While uranium prices have pulled back from recent highs, sector fundamentals remain strong, with demand expected to outpace supply beyond 2033. Australian investors can gain exposure via ASX-listed uranium stocks like Paladin Energy (PDN) and Boss Energy (BOE), or through diversified ETFs such as URNM.ASX.
The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
