As a former equity analyst with over 20 years of experience, I’ve seen how bond markets reflect economic realities, investor confidence, and policy challenges. The UK is at a critical juncture today, with gilt yields surging, sterling weakening, and economic growth faltering.
While staying grounded in short-term opportunities is essential, it’s equally important to consider how larger, long-term megatrends will shape our industries and investment strategies.
As we move into 2025, global and domestic trends suggest a complex year ahead for the UK. Persistent inflation, transformative shifts in the automotive sector, and an evolving venture capital landscape will require adaptability and strategic decision-making.
As 2024 draws to a close, the UK motor retail sector has endured one of its most challenging years. While we anticipated some of the industry's hurdles, the year brought surprises that tested the resilience of businesses across the sector.