As we enter the third quarter of 2025, financial markets have shown remarkable resilience. After a slower start in Q1, year-to-date performance has strengthened, reaffirming the importance of staying invested with a long-term perspective.
At Veda Financial, our disciplined strategy of continuous reinvestment into high-growth and resilient sectors continues to fuel portfolio growth and stability.
Market Insights & Key Drivers
🔹 Defense Sector:
Global tensions and rising government spending have kept investor attention on defense. Year-to-date, the defence sector has seen an impressive 30%+ growth, reflecting the strength of this sector.
🔹 Artificial Intelligence (AI):
The AI sector remains an engine of growth. In Q2 2025 alone, global AI funding surpassed the entire year of 2024—driven by demand for chips, data centers, and digital infrastructure. This momentum has contributed to broader economic expansion and portfolio performance.
🔹 Technology, Semiconductors & Cybersecurity:
We continue to maintain diversified exposure across tech, semiconductors, cybersecurity, and consumer sectors—all of which have demonstrated strong returns. These allocations are actively reassessed to ensure adaptability to evolving market conditions.
Performance Snapshot
If you’d like to see Veda Financial investment results based on a representative moderate growth portfolio, please click https://tinyurl.com/bdh6mrfy to request them.
Looking Ahead
While our priority remains portfolio growth with balanced risk, we also emphasize tax efficiency to maximize long-term outcomes.
In our next update, we’re excited to introduce a new financial planning platform, offered with complimentary access to all our clients. This tool will provide enhanced insights to help you stay aligned with your financial goals.
Best regards,
Toni DasGupta, Ph.D., MBA
Veda Financial @ Charles Schwab
Individual, Company, IRA, 401K, Trusts
Registered Investment Adviser #173448
Life Insurance, Annuity & LTC Lic. #0I02070
⚠️ Disclaimer: This article is for informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal. Please consult with a qualified financial advisor before making investment decisions.
