With improving inflation and growth, George Godber, Manager of the Polar Capital UK Value Opportunities Fund, argues that the UK equity market is becoming increasingly appealing. He highlights compelling valuations, particularly in the FTSE 250, along with increased M&A activity and companies accelerating investment plans as key reasons for optimism.

He also explains the market’s muted reaction to the UK general election and believes that a relatively stable political backdrop, combined with the other macro tailwinds, creates an excellent environment for valuations to rerate across the market cap spectrum.