In this issue: Pressures reshaping the UK market from sluggish retirement incentives and a Budget that undermines long-term discipline to a shrinking small cap sector and opportunistic takeovers that leave private investors on the sidelines. The Stewardship Code overhaul, rising coercive delistings, and the British ISA debate highlight ongoing governance challenges. Reports from Diageo’s AGM and the AIC Showcase cover growth, debt, leadership, high conviction strategies, infrastructure, renewables, and geopolitical risks. ShareSoc updates on a well-supported AGM, the Stan Grierson Award, Heather Benjamin’s reflections on governance and education, and the rise of SIGnet specialist groups.
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