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Talking markets | 5 February 2026

Talking Markets – CIO update, February 2026

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Neil Birrell

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Can markets continue to climb after such a strong 2025? In this episode of Talking Markets, Premier Miton CIO Neil Birrell, examines the fast‑moving geopolitical backdrop and its impact on markets, the surge in commodities, and the role real estate can play within a diversified portfolio. With so many forces at play, what really matters for investors in 2026?

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©Premier Miton Investors. 2025. Issued by Premier Miton Investors. Premier Portfolio Managers Limited is registered in England no. 01235867. Premier Fund Managers Limited is registered in England no. 02274227.  Both companies are authorised and regulated by the Financial Conduct Authority and are members of the ‘Premier Miton Investors’ marketing group and subsidiaries of Premier Miton Group plc (registered in England no. 06306664). Registered office: Eastgate Court, High Street, Guildford, Surrey GU1 3DE.