Judith McKenzie
Partner and head at Downing Fund Managers and regular financial markets commentator, providing analysis on markets, IPO pipelines and corporate news.
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Dec 23, 2025 • 52min
Defence delays
Mike Tompkins, Chairman of M&MR, discusses the pressures of Christmas retail logistics, including challenges with deliveries and budget changes affecting operations. Judith McKenzie, a partner at Downing Fund Managers, analyzes market trends, highlighting the impact of a £26bn shortfall on UK IPOs and the effects of Brexit on retailers. Both guests emphasize the uncertainty caused by delays in the Defence Investment Plan, raising concerns about investment decisions and skilled labor in the defense sector.
