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.