Expert views
Commentary submitted by Dan Coatsworth in their own words.
Back to profileLandsec improves guidance amid shift from office investment
The underlying picture for Landsec is positive with high occupancy, rent increases and material earnings growth.
PPHE hotel group investors consider stake sale
The intervention of the pandemic had a dramatic impact on PPHE, like it did many of its peers.
Rachel Reeves’ tax U-turn reports spark UK government bond sell-off
Bond markets should, in theory, want the government to take bold decisions rather than tinkering at the edges.
Guinness maker Diageo hires former Tesco boss for top job
The £1.5 million salary is certainly tasty, but Lewis is more likely to have been driven by the size of the task.
ITV confirms talks over possible sale of broadcasting business to Sky
The fact the media and entertainment arm has attracted a suitor, rather than Studios, is a surprise.
Sainsbury’s hikes earnings outlook after strong first half
Its latest results give the impression of a business in a sweet spot.
M&S profits plunge after costly cyber attack
A £100 million insurance payout will help to soften the blow, yet there are bigger issues at hand which need to be resolved.
BP accelerates overhaul with higher asset sale target as profits beat forecasts
Even new chair Albert Manifold has said execution on this strategy needs to be quicker.
AB Foods considers spinning off Primark after annual profits fall
The break-up that Associated British Foods said would never happen is now on the cards.
Reeves prepares for tax rises in Budget as global and domestic pressures bite
Rachel Reeves’ unusual stance of giving a big speech on the eve of the Budget has left investors with more questions than answers, and done nothing to remove uncertainty around taxes.
B&M cuts profit targets again after £7m accounting error
The situation is highly embarrassing for the board and even worse for shareholders.
Retail spending slows as Budget looms large
It’s now happening again amid speculation that the Budget in November could include tax hikes and further depress the jobs market.