Janus Henderson’s Laura Foll on navigating UK equities and value investing September 10, 2025 Laura Foll is co-manager of the Lowland and Law Debenture investment trusts at Janus Henderson, as well as Janus Henderson’s UK Equity Income & Growth open-ended fund. Later this month, on 17 September, City AM is partnering with Law Debenture on its new financial education initiative, WIN, which aims to support those new to investing. [...]
Challenger banks face ‘profitability trap’ at growth crossroads September 8, 2025 The UK banking sector faces a profitability roadblock that will give the industry’s challengers an “existential” turning point. Fresh data from KPMG suggests the industry’s average return on equity will fall to eight per cent come 2027 down from 13 per cent four years prior. This is set to spark an £11bn reduction in pre-tax [...]
Kendall faces tough test to rescue UK’s broken AI policy September 5, 2025 Liz Kendall is expected to replace Peter Kyle as science and tech secretary in a major reshuffle by Keir Starmer, inheriting one of the government’s most urgent briefs: artificial intelligence. Kyle is reportedly moving to the Department for Business, with the skills brief carved out of the Department for Education. His departure from the tech [...]
UK firms race into AI as Peter Kyle urges regulators to keep pace September 5, 2025 Tech consultancy firm Capgemini has urged that, despite businesses racing to roll out generative artificial intelligence (genAI), most remain aptly unprepared for the governance challenges it will bring. This warning comes just as the UK government leans on the technology to sharpen its competitive edge and cut red tape. The French consultancy’s AI survey, published [...]
Banks’ bond market headache spells trouble for FTSE 100 September 4, 2025 The frenzy in the bond market spells trouble for banking stocks and could create broader issues for the FTSE 100. Bond markets have had a tumultuous week, with the UK’s 30-year gilt yields hitting a 27-year high. This was triggered by a global sell-off, as well as political unease stemming from a Downing Street reshuffle [...]
Rachel Reeves warned on bank tax by lobby group boss September 4, 2025 Rachel Reeves has been hit with a firm warning from the banking industry to avoid taxes on the sector or risk harming economic growth. The Chancellor has received a letter from the boss of UK Finance – a lobby group for the banking industry – which details the harm of tax on the sector. David [...]
Lloyds Bank: 3,000 jobs at risk in performance overhaul September 4, 2025 Lloyds Bank is planning a major overhaul of its operations that could put five per cent of workers on the chopping block. The bank is set to review its approach to performance management with the bottom 3,000 of the firm’s 63,000 employees at risk of losing their role. The new plans, as reported by the [...]
Peter Kyle sets out tech growth plan as UK AI sector hits £2.9bn September 3, 2025 Technology secretary Peter Kyle has pitched the UK as a “global magnet” for innovation in his keynote speech at Mansion House on Wednesday evening. His pledge comes as investment in British AI companies hit record levels last year. Figures released alongside his address confirm that private investment in UK AI firms reached £2.9bn in 2024, [...]
UK startups at risk of scaling overseas, warns Lord Mayor September 3, 2025 The UK is “in danger of becoming an incubator economy – a place where start-ups develop transformative products and services before selling up or moving abroad”, the Lord Mayor of London is set to warn tonight, urging ministers and investors to act before Britain loses the rewards of its own innovation. Speaking at the innovation [...]
Peter Kyle pushes AI regulation changes to support UK businesses September 3, 2025 Technology secretary Peter Kyle will use his speech at Mansion House tonight to urge UK regulators to adopt AI in a bid to cut approval times for businesses, as Britain seeks to keep pace in the global race for tech leadership. Kyle is set to pledge £2.7m in government funding to help regulators trial AI [...]