Market Commentary
Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
Q4 2025 : The Year End Review
Summary: As we close the chapter on 2025, equity markets have proven remarkably resilient, rising in the face of high stakes trade policy shifts, higher for longer interest rates and significant geopolitical events. Countering these head winds, the secular growth themes in the technology sector, and particularly the AI revolution, provided robust appreciation for both the indexes and our managed portfolios. Although flattish in December, equities provided above average performance for the third consecutive year with the NASDAQ, the S&P 500, and the DJIA, up 20.35%, 16.38% and 12.97%, respectively.
This Commentary is distributed for informational purposes only, is proprietary to Beech Hill Advisors (“BHA”). It is not intended to constitute legal, tax, accounting or investment advice. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit. Furthermore, it should not be assumed that investment recommendations made by BHA will be profitable or will result in performance equal or similar to the performance of any index or market segment discussed. Investments or strategies discussed may not be suitable for all investors. While BHA has gathered the information presented herein from sources that it believes to be reliable, BHA cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are BHA’s opinions and do not reflect the opinions of any affiliates. Furthermore, all opinions are current only as of the date of distribution are subject to change without notice. BHA does not have any obligation to provide revised opinions in the event of changed circumstances.
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