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11 handpicked stocks

UK-US Trade Deal

These carefully selected UK stocks could benefit from the newly announced US-UK trade agreement, the first under Trump's second administration. Our professional analysts have identified companies with potential upside as tariffs are cut on British exports like steel, aluminum, and more.

Author avatar

Han Tan | Market Analyst

Published on May 3

Your Basket's Financial Footprint

Total market cap $1.14T; basket is top-heavy with a few large-cap stocks anchoring overall weight.

Key Takeaways for Investors:
  • Large-cap dominance generally implies greater stability and lower volatility, aligning performance with broad market movements.
  • Use this basket as a core holding to anchor diversified portfolios rather than a speculative, high-risk position.
  • Expect steady, long-term value appreciation rather than rapid, short-term gains; growth tends to be gradual.
Total Market Cap
  • AZN: $258.54B

  • HSBC: $226.47B

  • UL: $151.93B

  • Other

About This Group of Stocks

1

Our Expert Thinking

This collection focuses on UK companies that could benefit from the new US-UK trade agreement. With tariffs being cut on steel, aluminum, agricultural products, chemicals, energy, and automobiles, these sectors may see increased exports and profitability under this bilateral relationship.

2

What You Need to Know

UK stocks (FTSE 100) outperformed US markets in early 2025, rising 10.8% versus a 5.3% drop in the S&P 500. These companies offer global exposure through one of the world's largest stock exchanges, with leaders in pharmaceuticals, financial services, and energy.

3

Why These Stocks

These 11 companies represent some of the biggest UK businesses that are also listed in the US, giving you access to global leaders. They include Fortune Global 500 companies spanning diverse sectors that could benefit from improved UK-US trade relations.

Why You'll Want to Watch These Stocks

🌎

First Mover Advantage

These companies could be the earliest beneficiaries of Trump's new trade policies with the UK, potentially seeing reduced costs and increased market access before competitors adjust.

📈

UK Market Outperformance

UK stocks have already outpaced US markets in early 2025, rising 10.8% while the S&P 500 dropped 5.3%. This momentum could continue as trade barriers fall.

💼

Global Giants at Local Prices

This collection includes 17 Fortune Global 500 companies trading on one of the world's largest exchanges, giving you access to international business leaders through familiar US listings.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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