Weekly Briefing 1st Dec 2025: VCT Tax Relief Cut, Record IHT Receipts, Manufacturing Slowdown & Growth Expectations Downgraded

Weekly Briefing 1st Dec 2025: VCT Tax Relief Cut, Record IHT Receipts, Manufacturing Slowdown & Growth Expectations Downgraded

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 [https://www.growthcapitalventures.co.uk/weekly-briefing/weekly-briefing-vct-tax-relief-cut-record-iht-receipts-manufacturing-slowdown-growth-expectations-downgraded]

Weekly Briefing 24th Nov 2025: Clearer Path to a Christmas Rate Cut, Foreign Buyers Lift the FTSE, Savers Gain Protection, Fed Faces a Jobs Data & More...

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.

Weekly Briefing 14th Nov 2025: Rising Unemployment, Investor Withdrawals, Start-up Valuations & Property Market Movements...

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.

Weekly Briefing 1st November 2025: National Wealth Fund Scrutiny, ISA Reform Rumours & Retail Recovery

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.

Weekly Briefing 17th October 2025: Goldman’s Alternative Investments, AI Deal Flow, and Britain’s Labour Market & GDP Data

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.