The case for UK equities is quietly strengthening

George Godber, Manager of the Polar Capital UK Value Opportunities Fund, updates us on the latest earnings season and discusses why UK equities are starting to catch the eye of global investors once again. Amid cautious domestic sentiment and ongoing political noise, he highlights broadly resilient earnings, consumer confidence, and international capital flows. With valuations depressed and fundamentals improving, he argues that even a modest re-rating in UK equities could unlock meaningful upside.