Why it's finally time to sing a different song about UK equities

Some years ago, it was still customary to tell people who endlessly repeated themselves: "You sound like a broken record." This rebuke reflected what little remained of the golden era of vinyl and turntables. If a cursory search of the internet is any guide, there is no modern-day equivalent geared to the streaming age. Such is progress, I suppose. But no matter: investors might feel "You sound like a UK equities fund manager" does the job perfectly well. As I am only too aware, the notion of the UK market at last emerging from the shadow of its US counterpart has become wearily famil...