The survey, conducted before the Iran conflict, found that 38% of global investors plan to increase their exposure to UK equities over the next year, while 51% expect to stay neutral and 11% intend to reduce it.
Among investors actively changing their UK allocations, 77% plan to increase exposure while 23% intend to cut it.
Sentiment on earnings is also strong: 46% expect results to beat forecasts, 44% see them meeting expectations, and just 11% anticipate misses.
Ben Wright of Berenberg said the UK is firmly back on global investors’ radar, with many actively reallocating capital and companies urged to engage to capture these flows.
Survey respondents called on UK companies to be more ambitious with M&A, with around two-thirds favouring accretive deals—making them six times more likely to support than oppose such a strategy.