In an unusual twist of fate, the UK stock market could take a lead over the US this year. Already, the S&P 500‘s down almost 14% this year while the FTSE 100 has only dipped 6.7%.
Last month it was reported that fund managers are overweight on British stocks — marking only the second such occurrence since 2022. Statistics reveal investors are making strategic shifts away from US stocks and into UK equities.
This could lead to a much-needed revival for the FTSE 100 and other UK indexes. So what’s the play?
Here’s my plan.
Seeking value
The 10% trade tariffs placed on the UK last week hurt the domestic market but already things are improving. Now might be the perfect time to seek out some undervalued stocks. At the same time, it may be wise to avoid companies that rely heavily on sales in the US.
Here are three relatively insulated UK stocks that may be worth…


