Weekly Briefing 8th September 2025: Budget Delays, VC Sector Surge, Saudi Investment & Bond Rally
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This week on the GCV Weekly Briefing, we examine the UK government’s delayed Autumn Budget and its implications for confidence, spending, and taxation. We unpack the surge in cybersecurity investment, where AI-driven platforms are reshaping deal flows and valuations. We explore the UK-Saudi investment pact, highlighting fresh commitments in clean energy, finance, and technology. Finally, we discuss the rally in global bond markets as softer US jobs data shifts expectations for central bank rate cuts. Tune in for insights on what’s moving the markets, policy, and investor sentiment.
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