The UK stock market concentration problem
Just two sectors explain the strong outperformance of the FTSE 100 over the broader FTSE 250 — bank and defence
Related reading
Investors in UK defence stocks are aiming too low
The growth profile for the sector has brightened as Europe’s governments prepare to spend more on protection
FTSE 100 loses the last of its industrial conglomerates
Buyout groups targeting unloved assets and technology accelerated the pace of group break-ups
FTSE 100 tops 10,000 for first time in new year rally
London’s blue-chip stock index benefits from surge in banking and mining shares in 2025
Why do I have so much in UK equities?
British pension schemes will soon be forced to support my portfolio
Tech utterly dominates markets. Should we worry?
Concerns about concentration and valuation should be kept separate
Stockpickers: London stands out in the shift to go private
Trend puts pressure on brokerages and investment banks