Wake Up to Money Trick or £400m Treat
Oct 31, 2025
Felicity Hannah interviews an insightful panel featuring Rowan Crozier, CEO of Brandauer, who shares challenges faced by SMEs and the impact of energy costs. Tara Alice from McKinsey discusses productivity's crucial role in the economy, while Gareth Stace explains the new supercharger scheme for energy-intensive sectors. Zoe Gillespie from RBC Bruin Dolphin analyzes tech earnings from giants like Amazon and Apple, diving into AI investments and potential market bubbles. The discussion blends industry insights with Halloween spending trends, making for a lively session!
AI Snips
Chapters
Transcript
Episode notes
Small Productivity Shifts Matter Big
- Productivity is the main driver of GDP and small changes have huge fiscal impact.
- A 0.3 percentage point productivity drop can open a roughly £20bn annual hole in public finances.
Factory Relaunch Fueled A Buyout
- Rowan Crozier described a factory relayout that boosted his firm's productivity by 10–15%.
- That improvement enabled a management buyout and stronger financial performance.
Anchor Investments, Build Scenarios
- Anchor investment decisions on stable, long-term factors like demography and core trade routes.
- Build scenarios for uncertainty and execute decisively to capture opportunities.