Please click on the link below to access the December 2025 Market Review produced by EBI portfolios.
This review explores a shift towards interest rate cuts as inflation eases, alongside continued AI-driven equity market gains and rising valuation concerns. It also highlights differing central bank approaches and why easing US–China tensions over rare earths remain a longer-term strategic and geopolitical issue for investors
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The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority (FCA)