US vs UK vs bonds: Identifying 2025 winners and losers

It’s safe to say that investors have had easier starts to the year. DeepSeek’s disruption, President Trump’ tariffs, and geopolitical issues have created both headaches and opportunities. The landscape for investors has constantly shifted, and April has been no different. In an ever-changing landscape, it’s vital to know the best assets to back and their outlook. This report looks at the attractiveness of investment opportunities on a scale of ‘conviction’, looking to aid investors in uncertain times. Are UK stocks still attractive? How should investors approach US equities? What’s the outlook...