Global markets stalled in November 2025 as investors weighed a resolved U.S. shutdown against uncertain data and shifting monetary policy. Technology stocks pulled back, defensive sectors outperformed and global bonds stayed flat while precious metals lifted commodities. Diversification and valuation discipline remain central heading into 2026.

From shifting cost structures to Asia’s growing economic dominance, the world is transforming fast. Here’s how these global trends can shape smarter, more resilient investment portfolios.