Premier Miton MPS monthly market views – December

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Publication date: 14 January 2026

Published by: Premier Miton

What shaped global markets at the end of 2025?

December delivered gains in local terms despite geopolitical tensions and currency swings. The UK market was strong, while gold soared as investors sought safety. US growth surprised late in the year, supported by interest rate cuts and fiscal stimulus globally.

Key 2025 themes shaping stock markets including US tariffs, European infrastructure spending, and rising interest in AI. Emerging markets outperformed on reforms and currency strength, while Japan unveiled its first fiscal package in years. Looking ahead to 2026, trade talks, elections, and central bank decisions will dominate investor focus.

Read more from the Premier Miton’s Managed Portfolio Service Investment team in their monthly update.

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Article originally published by Premier Miton. FE fundinfo is not responsible for its content or accuracy and may not share the author’s views. News and research are not personal recommendations to deal. All investments can fall in value so you could get back less than you invest.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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