A staff member alongside a sales council on the London Stock Exchange on April 25, 2025.
Carl Court | Getty images
Although the global markets were seized by turbulence following the level of levels of level of American president Donald Trump, British actions have experienced a rally of bumpers.
London FTSE 100 The index, which has earned more than 5% since the start of the year, increased 1.25% on Friday. He marked the fifteenth consecutive day of gains for the index, his new longest race of all time.
In 2017, the index had fourteen consecutive daily increases.
London more focused on the country FTSE 250 Was also on a sequence of victories recently, after having won seven consecutive days of earnings by the closing bell on Thursday. Friday, the index was negotiated flat, winning previous gains. If the index ends the session of Friday in positive territory, it would mark the longest series of gains in the FTSE 250 since the end of 2020.
Friday, the actions listed in London which saw the biggest gains included the British food catering operator SSP group4%, health care business in English HaleonUP 3.8% and an aerospace company based in the United Kingdom Melrose Industrieswhich increased by 3.6%.
Refuge for prices?
Regarding what feeds the rise in British stock markets, the unique position of the United Kingdom far from the shooting line for new American prices is part of the image, according to Naeem Aslam, director of investments for the Zaye Capital Markets in London.
“The relaxation of American-Chinese trade tensions and the abolition of tariff threats have strengthened confidence, while the neutral commercial status of the United Kingdom has protected it from the most punitive withdrawals confronted with the European Union or in China,” he said in an email.
The United Kingdom was spared the weight of the so-called reciprocal prices of the Trump administration, and last month, vice-president JD Vance said that he had seen a “good luck” of Great Britain to forge a trade agreement with the United States which would give the United Kingdom the stay of duties.
“The defensive giants of the index – health care (for example, Astrazeneca), energy (for example, Shell), and consumer staples – attracted investors looking for volatility refuge, supported by a high dividend yield between 3.5% and 4%, “Aslam told CNBC on Friday.
“In addition, the results of the robust Whitbread company (+ 3.4%) and En (+ 6.8%), combined with a British economy increasing at an annualized rate of 1.5%, also added fuel to the rally, making FTSE 100 a relative refuge. “”
Aslam said that the ascending momentum of the FTSE 100 could continue if the defensive actions remain favorable – however, it noted that there were “abundant risks”.
“The technical point of the index, being over-going … suggesting a decline,” he said. “Geopolitical hot spots or relaunched pricing voltages can upset the momentum, while a firmer book (about $ 1.30) could put pressure on heavy export members.”
However, he noted that the undervaluation compared to the global peers of the FTSE 100 combined with the expectations of multiple reductions in the Bank of England this year, could push the index of up to 8,900 points by the end of next month – a yield of around 4% of the current levels.
Susannah Streeter, head of money and markets for Hargreaves Lansdown, agreed that the first -rate index had the potential to extend its record.
“The FTSE 100 has much more power in the reserve and could have more to execute, since the index has not yet been found the record levels reached in March,” she told CNBC by e-mail on Friday.
However, she noted that uncertainty about American trade policy and the extent of the effect on the world economy had the potential to put a cover on other gains.
In a note to customers on Thursday, the strategists of Bank of America ranked the United Kingdom as its 10th The most efficient equity market with yields of 12.6% from the start of the year to the end of April. The top of the list was dominated by European markets, notably Spain, Greece and Germany, while American shares – down approximately 5% on a basis of the year – were classified in 20th place.
Bob Huxford, head of the London Communications Agency Communications Public Companies Division SEC NEWGATE, said on Friday that the volatility of American actions presented the American volatility of the British stock market markets to CNBC the possibility of finding part of the land lost against the United States in recent years.
“The London market has suffered nine years of successive outings, with 2024 the worst year never recorded when 9.6 billion pounds sterling left our coasts, mainly directed to America,” he said. “Current uncertainty on the American stock market offers a chance in the United Kingdom to reverse this trend. Money is already flowing from the United States, and there are a multitude of reasons why the United Kingdom represents a port in a storm in the midst of market disorders.”
– Ganesh Rao of CNBC contributed to this report.
