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 are the key factors that contributed to the importance of short-term support for the UK economy during the pandemic?

How did the communication regarding the corporate tax rate increase affect businesses and investors?

In what ways did the Footsie 250 perform relative to the Footsie 100, and what factors contributed to this performance?

What expectations do you have for UK stocks in the context of the Brexit narrative and the pandemic?

What evidence suggests there is an appetite for UK assets in the current market?