Wake Up to Money Crisis of confidence?
Oct 9, 2025
Stephen Critchlow, Founder and CEO of Evergreen Life, discusses the impressive impact of his AI health app on healthy life expectancy and the challenges of securing long-term growth capital in the UK. Louise Kernaghan, Head of Global Equity Opportunities at BNY Investments, shares insights on the market's response to the ceasefire in Gaza and the risks of an AI-fueled market bubble. They highlight the unique difficulties facing UK tech companies compared to their US counterparts and the importance of addressing business confidence and investment uncertainties.
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AI Is Driving Record Market Valuations
- AI investment has driven equity rallies far beyond GDP growth, creating valuation gaps.
- Monetisation of AI remains the key question that will justify or burst today's high prices.
Businesses Hit By A Perfect Storm
- UK businesses face a 'perfect storm' of weak growth, squeezed margins and rising tax concerns.
- Firms are cutting hiring, training and investment in response, denting future productivity.
Reprioritise Hiring And Training
- Manage rising employment costs by curbing non-essential hiring and training until visibility improves.
- Reprioritise capital to protect margins and maintain core operations.
