The FTSE 100 has entered 2026 on the front foot, breaking through the 10,000 level for the first time in its history today and capping a strong run for UK equities.
Long dismissed as structurally challenged, the index has been propelled higher by strength in banks, mining and defence stocks, alongside renewed interest from global investors attracted by resilient earnings and discounted valuations. For investment managers and strategists, the milestone raises important questions around positioning, regional diversification and the durability of the UK’s recovery relative to global peers.
Below, leading investment professionals share their views on what the 10,000 landmark means for UK equities and portfolios in the year ahead.
