Richard Fletcher

In this discussion, Alan Thomas, CEO of Ripe, sheds light on the evolving landscape of micro-insurance for hobbies. Lindsay James, a savvy investment strategist, critiques market reactions to data on inflation and interest rates, particularly touching on tech sell-offs and the implications of media M&A. Richard Fletcher brings a unique perspective from Davos, analyzing the conference atmosphere amid geopolitical tensions and the UK's investment pitch, revealing insights on attracting global investment in uncertain times.

Richard Fletcher, Business Editor at The Times, and Katie Prescott, Technology Business Editor at The Times, join the discussion on the challenging prospects for 2026. They unpack the surprising resilience of the FTSE 100, driven by gold and defense sectors. Richard delves into the sluggish UK economy, while Katie highlights the tech sector's struggles with AI and infrastructure. They also explore the potential of high-profile US tech IPOs and the looming risks of the AI bubble. Predictions abound as they caution about youth employment impacts.

Helen Miller, Director at the Institute for Fiscal Studies, dissects Rachel Reeves's budget, highlighting £26bn in tax rises and a larger fiscal buffer despite a looming debt. Steve Rigby from the Rigby Group shares family business perspectives on missed growth opportunities and the impact of rising minimum wages. Richard Fletcher, Business Editor of The Times, provides insights on market reactions and critiques the absence of substantial tax reform. The discussion shifts towards AI's potential to enhance productivity ahead of the election, leaving listeners with a surprising note of optimism.