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FTSE 100 shares have a reputation for being less exciting than their S&P 500 counterparts. But I think a lot of investors have an exaggerated view in both directions.
Outside a handful of explosive tech names, there’s not much growth coming from US stocks right now. And the UK has more in the way of exciting opportunities than you might think.
Growth stocks
Outside the collection of stocks known as the Magnificent Seven, earnings growth has been pretty weak recently. Analysts at JP Morgan are expecting growth to fall to around 3% in Q4.
Source: JP Morgan Guide to the Markets Q4 2025
That means anyone looking to buy an S&P 500 tracker fund had better hope the 10 largest names can keep growing. They’re holding the entire show together by themselves right now.
A small number of companies doing all the work in terms of growth means valuations have become stretched in…
