Is it time to invest in Asia in 2026? December 23, 2025 Over the last few months, investors and portfolio managers have taken renewed interest in Asia amid fears of an AI crash, seeking to diversify away from the highly concentrated Nasdaq, home to the Magnificent Seven stocks. With a large number of analysts remaining bullish on AI’s prospects for the next financial year, citing the sector’s [...]
Janus Henderson Group plc to be Acquired by Trian Fund Management and General Catalyst for $7.4 Billion December 22, 2025 Janus Henderson Shareholders to Receive $49.00 per Share in Cash Transaction Represents a Premium of 18% to the Unaffected Closing Price on October 24, 2025 Significant Long-Term Investment to Be Made in Product Offerings, Client Services, Technology, and Talent
UK economic growth downgraded for second quarter December 22, 2025 Growth in the UK economy was revised downwards on Monday after fresh figures revealed economy expanded less than initially thought in the second quarter. The Office for National Statistics (ONS) cut the UK’s economic growth in the three months to June to 0.2 per cent from 0.3 per cent previously. The third quarter’s sluggish 0.1 [...]
Will the AI bubble burst in 2026? We ask the experts December 22, 2025 The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in the City in recent months. Who better to turn to for answers than some of the UK’s finest stockpickers and strategists? The year 2025 was not a quiet one for markets. It started [...]
Bentley Continental GT review: Luxury coupe with a sporting side December 22, 2025 Bentley went big when it launched this fourth generation of Continental GT. The Speed model was first out of the blocks, with a 782hp hybrid V8 making it the most powerful production Bentley ever. Then came the 666hp Supersports, a two-seat road racer and the lightest Bentley since 1940. In such context, the new ‘standard’ [...]
Rachel Reeves: I have returned stability to the British economy December 19, 2025 The latest cut to interest rates reflects the choices this government has made to restore economic stability, says Rachel Reeves The latest interest rate cut is another sign that we have returned stability to the British economy. The Bank has now reduced rates from four per cent to 3.75 cent, the sixth cut since the [...]
Budget uncertainty dampens November spending December 19, 2025 Black Friday discounts failed to significantly boost consumer spending in November, as Budget uncertainty kept shoppers away from the high street. Sales declined 0.1 per cent last month, following a 0.9 per cent fall in October, as households opted to hold off spending in the run up to Christmas and wait to see the outcome [...]
Inflation can become a self-fulfilling prophecy December 19, 2025 Managing inflation expectations will be a key challenge in the coming year, says Daniel Mahoney When does a prophecy become a reality? Since the 1970s, it has been conventional wisdom that the key to controlling inflation is controlling inflation expectations – but outside economics circles it is not often appreciated why. However, managing expectations increasingly [...]
Bank of England cuts interest rates to near three-year low December 18, 2025 The Bank of England has delivered a pre-Christmas rate cut, reducing its central interest rate to 3.75 per cent amid a deteriorating labour market and signs price rises will continue to slow into the new year. In a close 5-4 vote that was decided by Andrew Bailey, the Monetary Policy Committee (MPC) chose to reduce [...]
‘Chance of 2026 recession’ despite interest rate cut – follow live December 18, 2025 Welcome back to the City AM liveblog. The Bank of England has handed Chancellor Rachel Reeves and the Labour government a highly-desired Christmas present today. The central bank confirmed a chop to interest rates falling to 3.75 per cent – the lowest in nearly three years. It comes after inflation undershot expectations on Wednesday providing [...]