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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 are two quotes that spring to mind when considering the current stock market. ‘Markets can remain irrational longer than you can remain solvent’ is widely attributed to John Maynard Keynes, while Warren Buffett wrote ‘In the short run, the market is a voting machine, but in the long run, the market is a weighing machine.’
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