Author argues the FTSE 100 will outperform the S&P 500 until the end of Trump due to lower UK valuations, AI insulation, European unity, regulatory improvement, and Trump-related volatility.
Unpriced research observations (excluded from Calls and Returns):
UKX — LONG The author argues the FTSE 100 will outperform the S&P 500 through the end of Trump's term and into 2026. The mechanism is lower UK valuations (average P/E about 17 vs the S&P 500's 28), relatively larger dividends, record infrastructure investment, and less exposure to a potential AI bubble. He also cites improving European regulatory sentiment and Trump-driven unpredictability as catalysts making UK assets comparatively safer. The stated horizon is explicitly tied to Trump's presidency. Exact non-equity contract requires separate historical validation; no generic proxy.
The British FTSE100 will outperform the S&P500 untill the end of Trump