Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2025 investor letter. In 2025, uncertainty and distortion shaped the market. The letter highlights the need for patient, quality-focused investing. The firm believes its portfolio is well-positioned for future success, as current trends driving underperformance will ultimately lead to better results. The research indicates that sectors in AI will provide long-term value, especially as global computing demands increase—potentially tripling if a third of internet users...
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