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Hugh Moorhead
Banking analyst who reviews UK bank results and sector outlooks, with expertise in provisions, lending mix and regulatory impacts discussed in the episode.
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Oct 31, 2025
• 28min
UK banks, Kitwave & Next 15: Companies and Markets Show
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Hugh Moorhead, a banking analyst, explores the UK banking sector's outlook, focusing on provisions for motor finance and regulatory impacts. He highlights Barclays’ significant private credit exposure. Valeria Martinez, a financial journalist, analyzes Next 15’s recent struggles, including a major client loss and management shake-up, and discusses its restructuring efforts to regain market confidence. They also look into Kitwave's resilient growth despite a recent profit warning and how it's navigating domestic challenges.
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