Emea | The Property Chronicle

Michael Gove has picked the wrong time to strong-arm the builders

by Robert Colvile | Feb 27, 2023 | The Analyst

Imagine you run a company. There you are, quite literally minding your own business. When suddenly, a man from the Government appears on your doorstep. Your industry is full of bad people, he says, who have done bad things. So pay up, right now. Or he’ll shut down...

My father farmed at the edge of the world

by Nick Tapp | Feb 27, 2023 | The Farmer

Originally published June 2021. I was five years old when my father decided to move to the north of Scotland, to farm at the edge of the world and the edge of the farming world. Why do I describe it thus? To the north, the east and southeast, his neighbours...

Valuations, discounts to NAV and open ended funds

by Undercover Investor | Feb 23, 2023 | The Fund Manager, zEditor's pick

The latest IPD Monthly Index shows UK commercial property capital values declined by 14.2% in the calendar year 2022. Income was something of a saviour of total return though. This was not a great result for the investors, but it is understandable if looked at through...

Beware the nonsense narratives about ‘obscene’ energy profits

by Andy Mayer | Feb 22, 2023 | Investor's Notebook, zLead Article, zNewsletter

Another day, another set of hysterical headlines about energy company profits. This time Centrica plc, the £30bn owner of British Gas, has achieved record yet relatively unremarkable profits of £3.3bn – triple its results in 2021, but only around 10%...

Why energy companies are making so much profit despite UK windfall taxes

by Karl Matikonis | Feb 15, 2023 | The Analyst, zLead Article, zNewsletter

Russia’s invasion of Ukraine last year caused oil and gas prices to surge, triggering a cost of living crisis in many countries, including the UK. To pay for support for households and businesses experiencing this energy price crisis, the government introduced an...