UBS spots a 2026 turning point for UK and European stocks — and names Aviva, NatWest among top themesNEW YORK, December 29, 2025, 06:34 ET
UBS expects UK and European equities to return to earnings growth in 2026, forecasting a 7% rise in average earnings per share. Britain’s FTSE 100 has gained 20.7% this year, outpacing the STOXX 600 and S&P 500. UBS highlighted insurers Aviva and Admiral, and cited NatWest and RELX among UK companies with structural tailwinds. The bank remains cautious on autos, chemicals, and household products.
