UBS maintains a Neutral stance on UK equities, citing reasonable valuations and accelerating earnings growth tempered by sector-specific headwinds and superior structural growth opportunities elsewhere.
Key Takeaways
- 1.UK equities are rated Neutral due to reasonable valuations but a preference for markets with higher structural growth or cyclical exposure.
- 2.Earnings growth for UK equities is forecast at 11% for 2026 and 10% for 2027.
Table of Contents
- UK equities
- Central scenario
- Global Asset Class Preference
- CIO themes
- Preferences
- Upside scenario
- Downside scenario
- Global asset class preferences definitions
- Appendix
- Risk information
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Matthew Gilman
Securities
UKX
Themes
European LeadersLuxury & Lifestyles
Regions
EuropeUnited Kingdom