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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.

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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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The FTSE All-Share made yet further progress during July, with a total return of just under 4.0% and the FTSE 100 achieved a new all-time high when it soared through 9000 during the month and then went on to breach 9100. During the calendar year to the end of July, the FTSE All-Share has generated a strong total return of 13.4%.
June was an active month for political and economic developments. On the world stage, putting the US first, the disagreement between Elon Musk and President Trump over the latter’s tax-cutting bill continued, while President Trump and President Xi of China talked directly in order to make progress on tariff and trade talks.
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.

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