November delivered a welcome dose of stability for UK markets.

The FTSE 100 made quiet, steady progress as investors rotated back into dependable, cash-generating sectors, while the FTSE 250 showed early signs of improvement beneath still-cautious sentiment.

Calmer bond markets, easing inflation, and a cooling in US tech helped reduce volatility, creating a more balanced backdrop after a turbulent autumn.

It was not a month of dramatic moves, but one that restored confidence and laid firmer foundations heading into 2026.