Expert views
Commentary submitted by Russ Mould in their own words.
Back to profileIrn-Bru maker AG Barr buys Fentimans and Frobishers in deals worth over £50m
Investors will be pleased by the tick higher in adjusted operating margin and revenue growth in line with expectations.
Gold and silver sell-off gathers steam in correction after record highs
Commodities markets have experienced a significant shockwave, with metal prices down sharply.
Lloyds sees annual profits jump 12% in spite of motor finance hit
It is noteworthy that Lloyds achieved double-digit profit growth for 2025 despite rates moving lower through the course of the year
EasyJet blames ‘competitive environment’ as winter losses grow
In highlighting the competitive environment, EasyJet offers a reminder that operating budget flights remains a cut-throat market.
Ryanair hikes full-year fare and passenger outlook
Even putting that fine aside, profits have still declined in the period.
Price of gold jumps above 5,000 US dollars for first time
There may not be any big geopolitical news to rival last week’s Greenland drama, but internal tensions in the US are helping to keep precious metals prices elevated.
B&M alerts over profits again amid turnaround plan
The company talked about early signs of recovery, yet it is plagued by unsold goods that are taking up valuable space.
DFS lifts profit outlook after reeling in more orders and launching winter sale
Improving margins show this hasn’t been achieved through heavy discounting.
GSK acquiring firm developing food allergy treatment in £1.6bn deal
Food allergies are a major concern, and they’re being taken very seriously as anyone who goes to a restaurant will know.
Beazley shares hit record high after £7.7bn takeover approach from Swiss rival
Beazley means 2026 is starting with a bang for the UK stock market.
Taylor nudges down annual earnings forecast after budget uncertainty hit sales
Taylor Wimpey looks like it could do with a boost from falling mortgage rates in 2026 after serving up a downbeat update.
Dunelm reveals subdued Christmas trading set to hold back profit growth
Availability issues with furniture have been a significant issue for the business.