The year we now head into is one in which recovery can take root across the world, without the heavy burden of rising inflation and with the tailwind of falling interest rates.
Market Commentary - December 2025.
It has been a volatile yet fruitful year for investors. November encapsulated both qualities in a single month. What began as an orderly reassessment of artificial intelligence valuations briefly threatened to become something uglier. Bargain hunters and rate-cut optimism then combined to rescue markets from their mid-month lows.