This week’s briefing examines the deepening manufacturing slowdown, with output falling at its fastest rate since the pandemic.

We explore the OBR’s latest medium-term outlook, where stronger short-term performance contrasts with weaker growth projections beyond 2026. We unpack record IHT receipts as rising property values and frozen thresholds push more households into scope, and we discuss the sweeping changes to the venture capital landscape following the cut to VCT tax relief. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

Read the full blog here

This week’s briefing examines the UK’s easing inflation path and the Bank of England’s growing momentum toward a Christmas rate cut. We unpack the sharp split in market behaviour as domestic investors retreat from UK equities while foreign buyers drive an unexpected FTSE 100 rally. We explore weakening consumer confidence, rising FSCS protections, and a surge in landlord sales ahead of possible tax changes. We also discuss the mixed US jobs report that sets up a contentious Federal Reserve decision in December. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week’s GCV Weekly Briefing examines the UK’s weakening labour market and rising expectations of an interest rate cut. We unpack record investor withdrawals from equity funds and the growing caution around concentrated tech valuations. We also explore the sharp rise in private-market AI valuations and discuss the UK housing market’s unexpected resilience. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week on the GCV Weekly Briefing, we unpack growing scrutiny of the UK’s National Wealth Fund and the Treasury Select Committee’s warning over its limited impact. We explore rumoured ISA reforms that could reshape saver behaviour, examine signs of a retail rebound ahead of Christmas, and discuss HMRC data showing how the UK’s top earners now fund a third of total tax revenues. Tune in for key insights on markets, policy, and investor sentiment.

This week’s briefing unpacks the latest signals from the UK labour market as hiring steadies but fragility remains, and examines weak GDP growth across Britain’s main sectors ahead of the upcoming Budget. We explore the trillion-dollar web of AI investments reshaping global tech and discuss Goldman Sachs’ strategic move into venture secondaries. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack the sharp slowdown in the UK’s service sector, examine the looming £20 billion downgrade to the Chancellor’s fiscal outlook, explore why investors are turning to gold amid global uncertainty, and discuss Brookfield’s record-breaking $20 billion energy transition fund. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack gold’s surge to record highs as investors seek safety in uncertain markets. We explore the rebound in UK private equity, driven by US capital and renewed confidence in dealmaking. We examine the sharp rise in job cuts among UK firms, highlighting the pressure from higher employer taxes.

We also discuss proposed reforms to business rates that could ease barriers for small businesses. Tune in for insights on what’s moving the markets, policy, and investor sentiment.YouTube Video Description This week, we’re diving into four major stories shaping markets and investor sentiment:

•  Gold at record highs – Safe-haven demand drives bullion past $3,650 as Fed cuts loom.
•  Private equity rebound – UK dealmaking regains momentum, fuelled by US investors and realistic valuations.
•  Job cuts accelerate – UK firms trim staff at the fastest pace since 2021 under rising tax pressures.
•  Business rates reform – Treasury considers changes to help small businesses expand and thrive.

 Tune in for insights on what’s moving the markets, policy, and investor sentiment this week.

This week on the GCV Weekly Briefing, we examine the UK government’s delayed Autumn Budget and its implications for confidence, spending, and taxation. We unpack the surge in cybersecurity investment, where AI-driven platforms are reshaping deal flows and valuations. We explore the UK-Saudi investment pact, highlighting fresh commitments in clean energy, finance, and technology. Finally, we discuss the rally in global bond markets as softer US jobs data shifts expectations for central bank rate cuts. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack EY’s latest report highlighting how a lagging public sector is weighing on UK economic growth. We examine fresh GDP figures as well as the cooling UK jobs market and its implications for wages, inflation, and policy. Finally, we discuss Bitcoin’s rally and what it signals about the evolving crypto landscape. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week’s GCV Weekly Briefing unpacks the Bank of England’s latest interest rate cut, examines the UK’s £50 billion public finance gap and the political challenges it creates, explores the sharp rise in dividend tax liabilities affecting millions, and discusses fresh manufacturing data that hints at a slower decline but persistent sector pressures. Tune in for insights on what’s moving the markets, policy, and investor sentiment.