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UK Equities: Why the UK market’s resurgence has further to run
Ben Russon, Co-Head, UK Equities of ClearBridge Investments says global leaders, strong income and low valuations mean the UK market’s recovery is far from over.
- Date published
- 30 Apr 2026
- Tag
- UK Equities
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UK Equities: Middle East conflict reflections
Global equity markets are facing heightened geopolitical risk and volatility as the Middle East conflict continues. Ben Russon, portfolio manager at ClearBridge Investments, believes that despite inflation challenges at home, UK equities stand out
- Date published
- 28 Apr 2026
- Tag
- UK Equities
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UK Equities: Global diversification hiding in plain sight
Though London-listed, UK equities are often global businesses earning most revenues overseas. Trading at a 30% discount to global indices, Jo Rands explains why we think it's time to reconsider the UK.
- Date published
- 23 Mar 2026
- Tag
- UK Equities
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UK Equities: Performance Has Returned, Value Remains
UK equities have surged back into favour - yet the opportunity is far from fully priced in. Despite strong index performance and improving macro conditions, the market continues to trade at a meaningful discount to global peers. Beneath the headline
- Date published
- 3 Mar 2026
- Tag
- UK Equities
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UK Equities: Time to Get Excited
We believe UK equities remain attractively valued despite strong returns, with rate cuts, solid earnings, shareholder payouts, and pro-investment policies supporting further recovery and opportunities into 2026.
- Date published
- 28 Nov 2025
- Tag
- UK Equities
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Best of Both Worlds: Income and Total Return
The UK’s strong dividend culture and attractive yields make it a compelling market. By focusing on quality companies with sustainable payouts and appealing valuations, we believe investors can achieve the best of both worlds - consistent income
- Date published
- 4 Nov 2025
- Tag
- UK Equities
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Where next for UK equities?
UK equities are delivering real value, offering global market access at a discount through sectors like banking, healthcare, mining, and energy. With strong dividends, growing share buybacks, and resilient fundamentals, the UK remains a smart choice
- Date published
- 21 Oct 2025
- Tag
- UK Equities
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Labour's first year
Can the government deliver economic growth and tackle the threat of Reform?
- Date published
- 1 Jul 2025
- Tag
- UK Equities
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UK Equities: Aiming High
Celebrating three decades of the Alternative Investment Market.
- Date published
- 19 Jun 2025
- Tag
- UK Equities
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It's not about Trump
Inflation, energy and the art of the possible.
- Date published
- 10 Jun 2025
- Tag
- Geopolitics
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UK Equities: Share buybacks
The hidden Element of Returns.
- Date published
- 7 Apr 2025
- Tag
- UK Equities
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UK Equities: Mid-cap 25th anniversary
Celebrating the silver anniversary.
- Date published
- 14 Nov 2024
- Tag
- UK Equities