From early optimism to tariff turbulence, shifting geopolitics, and questions over globalisation, last year reminded us how quickly narratives can change. Despite the noise, markets proved resilient: equities and bonds weathered volatility, and corporate profitability held firm.
As 2026 gets underway, this month’s Market Watch by Premier Miton CIO, Neil Birrell, explores a backdrop shaped by policy debates, mid term election dynamics, and geopolitical flashpoints. One thing is clear: surprises will remain part of the story.
Explore the full recap and what shaped markets in 2025.
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