This is Money Podcast Why is the FTSE 100 soaring – and can its run continue?
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Feb 27, 2026 Why the FTSE 100 is enjoying a blistering start to the year and which sectors and stocks are driving the surge. A deep dive into Rolls‑Royce’s astonishing five‑year recovery and whether its rally can persist. How Junior ISAs actually behave and sensible ways to save for kids. The impact of NS&I’s Premium Bonds rate cut and whether to move money. The practical fallout from Making Tax Digital and the true maths of EV ownership.
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Why Money Is Rotating Into The FTSE 100
- The FTSE 100 rally is driven by money rotating out of expensive US tech into cheaper, internationally exposed UK stocks.
- Simon Lambert highlights miners, energy and engineering like Rolls-Royce gaining as investors seek value and real-economy exposure.
Diversify Instead Of Chasing Hot FTSE Stocks
- Do diversify rather than chase individual high flyers; buy a FTSE 100 or FTSE All-Share tracker to spread risk.
- Simon suggests splitting investments across the Tasty 20 or using a tracker if unsure about picking winners.
What Underpins Rolls‑Royce's Meteoric Rise
- Rolls‑Royce's surge is underpinned by diverse revenue streams: aerospace, defence, data-centre power and small modular reactors.
- Simon notes government backing and buybacks have boosted valuation, now trading on a high PE of about 40.