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Is sentiment starting to shift for UK equities?

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Article written by MoneyWeek, June 2025

A cyclical case for UK stocks

A recent article in MoneyWeek highlights how the UK stock market – long out of favour with global investors – might be starting to look more interesting.

Fund Manager, Julian Cane, shares his thoughts in the piece, pointing to a few signs that conditions could be turning.

Important information: information is correct as of date of publication. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.

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Issued by Columbia Threadneedle Management Limited and approved for distribution 24/05/2025.

 

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7 July 2025

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There were a number of points of positive news flow for the UK during May. Although arguably still pretty pedestrian, the latest reported figure from the Office for National Statistics for economic growth showed an increase of 0.7% for the first calendar quarter of 2025. This was a faster rate of growth than had widely been forecast by market participants, so was received positively by the stock market.
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