Talking Markets Managed Portfolio Service, February 2026 update

Equity markets have pushed on to record highs, but is this genuine optimism or creeping complacency? In the latest edition of Talking Markets, Ian Rees, Head of Multi Manager Funds at Premier Miton, explores how a steady stream of geopolitical curveballs are challenging investors to read beyond the headlines. He also discusses current portfolio positioning and recent asset allocation decisions amid fast-moving market developments.