Becalmed energy markets knock profits but British Gas owner offers a portfolio hedge against a run-up in energy prices ...
One option is to achieve greater scale through inorganic activity. The number of listed Reits is shrinking seemingly by the ...
United Utilities, which provides water and sewerage services to Cumbria and parts of Lancashire and Cheshire, is leading the ...
What a year for the gold and silver miners. London’s cohort might be slimmed down compared with a few years ago, but the ...
The chances of a Bank of England rate cut next month, potentially followed by two further cuts this year, have increased following the publication of jobs and inflation data this week. For a start, ...
Baxter is now the largest holding in Pzena’s US-focused value portfolio. Babkes’ argument is that Baxter has been unfortunate in facing several problems in succession but that these are temporary in ...
Antofagasta (ANTO), one of the top copper-only miners in the world, trades at a far higher valuation than the diversified miners, Rio Tinto (RIO) and Glencore (GLEN). Its current enterprise value is ...
It’s a similar story for the £39bn that the government has earmarked for social and affordable housing over the next decade. The timing of disbursement is uncertain, but the sooner providers receive ...
The scale of project or company that would move the needle for Shell (SHEL) and BP (BP.) makes diving into the M&A market tricky, but they are trying. Late in 2025, however, Harbour Energy (HBR) beat ...
Valuations are generally undemanding after a difficult 2024-25, although the MSCI Europe Chemicals Index is trading on a forward price/earnings ratio of 19.4. The sector still needs proof of ...
It’s a little over two years since Dublin-based building materials group CRH (CRH) moved its primary listing to the New York Stock Exchange, citing a stronger US investor base and better opportunities ...
After years of expansion and generous payouts, Mondi (MNDI) is retrenching. The FTSE 100 packaging giant has more than halved its dividend and pulled back spending plans as weaker paper prices weigh ...