RBC's Lambert Sees End to U.K. Equities Underperformance

The video discusses the UK's tax burden, expected to reach its highest level since the 1960s, and the importance of short-term economic support for businesses during the pandemic. It highlights the impact of tax changes on the UK stock market, noting that communication and expectations have helped maintain stock performance. The discussion also covers the future of UK stocks, considering the effects of Brexit and the pandemic, and the potential for strong performance due to political stability and valuable assets.

What is the expected level of the UK's tax burden by 2025-2026?

• Same as in 1974

• Highest since the 1960s

• Lower than in 2015

• Lowest since the 1960s

Which scheme was extended to support UK businesses during the pandemic?

• Furlough Scheme

• Corporate Tax Reduction

• Interest Rate Cut

• VAT Increase

How did the Footsie 250 perform relative to the Footsie 100?

• Did not change

• Same as the Footsie 100

• Better than the Footsie 100

• Worse than the Footsie 100

What has been a significant factor affecting UK stock valuations since 2016?

• Interest Rate Hikes

• Global Oil Prices

• Brexit

• US Trade Policies

What indicates a renewed interest in UK assets at the beginning of the year?

• Approaches to companies like RSA and William Hill

• Decrease in corporate taxes

• Reduction in political stability

• Increase in interest rates