UK Equities: Under-valued, Under-owned; Unleashed!
Roundtable Highlights Reels
In May 2025, the VP brought together some of the most insightful minds in UK equities to explore whether the tide is finally turning for the much-neglected UK stock market. After years of stagnation, are we now seeing a reappraisal of value, domestic reform, and institutional re-engagement?
The discussion brought together three portfolio managers with distinctive investment approaches, delivering a rich and nuanced debate on where the opportunities may lie.
In this series of highlight interviews, we explore key themes:
- Why UK equities may now offer some of the most attractive valuations
- The catalysts behind renewed investor interest, from regulatory change to capital allocation reform
- Opportunities across special situations, income plays, and small caps
- The potential for structural change to support a long-term re-rating of UK stocks
We also explore which sectors and styles are showing promise, and whether international capital could soon return in force.
With big thanks to our panellists:
Kalinka Dyankova of UBP
Sophie Outhwaite of Quilter Investors
Catherine Sathi of Columbia Threadneedle
Alex Snuggs of Copia Capital
Michael Clough of Rathbones
Premier Miton’s Emma Mogford sets out:
- Why UK Equity Income remains relevant
- Why yield at 2-8% remains the sweet spot!
- A Total Return approach to UK Equity Income investment
Artemis’ Henry Flockhart sets out:
- Why UK stock valuation dispersion brings great opportunity for stock-pickers
- Unlocking valuation in special situations
- Artemis’ process to identifying change that could deliver performance rebounds
Downing’s Judith MacKenzie sets out:
- Why UK Small and AIM stocks offer great potential
- The vital importance of stock-picking in small and micro caps
- 3 ideas to structurally boost the UK stock market