“The UK remains an attractive place to invest for those seeking an alternative to the concentrated US trade with its mix of well-run domestic businesses and global champions, both of which are trading at relatively low valuations. Even after a strong year, UK equities trade at a substantial discount to other major markets, even comparing sectors like-for-like,” Alessandro Dicorrado, value portfolio manager at Ninety One, said (see more here). While the US market continues to look expensive, the UK offers a broad and diverse opportunity set for bottom-up investors. Alec Cutler at , is also overweight in UK equities.