Will the UK Stock Market Fare Brilliantly Moving Forward? Discussion on This is Money Podcast
In the ever-changing world of global finance, the UK stock market is making waves as a potential safe haven for investors seeking refuge from the unpredictable US market. This week, on the This is Money podcast, hosts Georgie Frost and Simon Lambert delve into the question of whether UK shares will indeed emerge as a tariff winner.
The podcast, published every Friday on This is Money and various platforms such as Apple Podcasts, Spotify, and Amazon Music, addresses a multitude of financial topics. This week's episode discusses personal tax raids, two-year fixed rate mortgages, the potential of the UK stock market, the power of the government bond market, red flags before buying a home, and cash bonuses from Nationwide, among other subjects.
The recent surge in interest in the UK stock market can be traced back to the current political climate in the US, with President Donald Trump's tariff policies causing uncertainty in the global market. As a result, some investors are considering the UK market as a more stable alternative.
Since the start of 2025, the FTSE 100 index has been a notable performer, closing at a record high as investors shifted away from American markets. The FTSE 100 outperformed the S&P 500, rising by 8.7% compared to the US index’s 2.7% gain since the beginning of the year. This trend suggests that the UK stock market has become relatively more attractive, providing a haven for investors seeking to avoid US market volatility and potential tariff-induced risks.
However, it is important to note that while this pattern has been observed in 2025, a direct comparison to 2023 is not possible with the provided sources. The current trend does provide relevant context, suggesting that if similar conditions had prevailed in 2023, the UK market might have benefited.
The UK government has also taken steps to mitigate the impact of new US tariffs, such as tariff suspensions and increased export finance, aiming to support business resilience. This environment has led to a "rotation in global equity markets," with some investors reducing exposure to the US and increasing allocations to UK equities.
While short-term volatility persists, the overall trend has favored the UK market as a haven relative to US tariff uncertainties. However, it is crucial to remember that there have been previous instances where investors' hopes for a revived UK stock market were not met.
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The podcast can be subscribed to and reviewed on the preferred podcast platform. For those interested in exploring the UK stock market or seeking guidance on other investment options, the podcast offers valuable insights and discussions. Whether you're a seasoned investor or just starting out, the This is Money podcast is an informative and approachable resource for all.
In the upcoming episode of the This is Money podcast, Georgie Frost and Simon Lambert may discuss the potential of the UK stock market as a preferred investment option due to its relative stability compared to the turbulent US market. They might also touch upon topics such as mortgages, cash bonuses, and savings, providing listeners with advice on managing their finance and investing wisely.
As a result of the current political climate, some investors are transferring their funds from the US stock market to UK shares, where they believe they can achieve higher returns with less volatility. This trend, which includes investing in stocks, could be further discussed in the podcast, providing valuable insights for those considering such a move.
