Monthly Market Insights – December 2025
Global markets navigated a complex macroeconomic landscape marked by moderating inflation, diverging central bank policies, and persistent geopolitical tensions. While economic momentum showed signs of cooling in several regions, growth remained resilient in key economies, supported by consumer demand, policy adjustments, and selective government intervention.
This month’s report explores how major central banks are recalibrating monetary policy as inflation pressures ease, alongside evolving labor market dynamics across the US, Europe, the UK, and Asia. We also assess the implications of these shifts for growth prospects and investor positioning going into the year ahead.
Despite ongoing uncertainty, financial markets delivered strong outcomes, with equities recording another year of double-digit returns and selected asset classes outperforming amid heightened volatility. The report provides a detailed breakdown of asset class performance, regional trends, and sectoral divergences observed during the month.
👉 Download the full report below for in-depth analysis, market data, and our detailed assessment of global economic and investment developments.
Report