Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.This month’s investment view analyses the disconnect between market valuations and underlying economic realities.---Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.For more information visit evenlodeinvestment.com

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