Matthew Vincent

Monday, 9 December, 2019

Friday, 6 December, 2019

FT WealthEquity valuation

How to invest when staid stocks command huge valuations

The apparent idiocy of some equity valuations reflects an almost comical bond market

Friday, 6 December, 2019

FT WealthWealth management

Wealth managers: why you don’t always get what you pay for

Cheap index trackers are increasingly part of portfolios

Thursday, 5 December, 2019

LombardMetro Bank

Metro chief’s challenge was credibility not strategy

Craig Donaldson believed in the challenger bank, but the City cannot believe in him

Wednesday, 4 December, 2019

LombardM&C Saatchi PLC

M&C Saatchi’s 1980s model leaves investors seeing red

Advertising group was built on shared ownership — but not shared accounting policies

Monday, 2 December, 2019

LombardEthical and responsible investment

TCI does more than green funds on climate

Investor Christopher Hohn seeks same reaction as campaigner Greta Thunberg

Wednesday, 27 November, 2019

LombardBritish American Tobacco PLC

BAT’s tobacco strength buys some time in smoking’s decline

Margins are healthy but products meant to take cigarettes’ place are not growing fast enough

Tuesday, 26 November, 2019

LombardUK financial regulation

Call Keanu! ‘Mini bond’ scandal reveals a mess the FCA must fix

Consumer rules are so perplexing, Reeves should front a consumer awareness campaign

Monday, 25 November, 2019

LombardUber Technologies Inc

Uber must ride its luck in court of public opinion

Being in the dark as to driver identity represents serious failure of tech group

Promoted Content

Thursday, 21 November, 2019

LombardCentrica PLC

Centrica’s accounts read better than newspapers’

British Gas owner is gaining more customers than it is losing, and they’re worth more

Wednesday, 20 November, 2019

LombardFevertree Drinks PLC

Fevertree is no longer simply a bet on UK gin fad

The company has been successfully expanding beyond the UK over the past couple of years

Tuesday, 19 November, 2019

LombardTSB Banking Group PLC

Twitter a test of character for banks like TSB

Lender’s board member claims last year’s IT glitch was ‘amplified’ by social media

Monday, 18 November, 2019

LombardAviva PLC

Aviva’s Asia U-turn raises questions on strategic direction

Review of Far East businesses led some to hope for a break-up to release value

Thursday, 14 November, 2019

LombardMining

New BHP boss shows miners need low-carbon leaders

Mike Henry succeeds Andrew Mackenzie as the industry’s class of 2013 moves on

Wednesday, 13 November, 2019

LombardBritish Land Co PLC

British Land is harder sell than £236m of shop space

Positive spin on offloaded assets does not make shares seem more appealing

Tuesday, 12 November, 2019

LombardVodafone Group PLC

Vodafone shares disconnect from €1bn earnings boost

Outlook brighter for group’s overall business despite $4bn hit at Indian joint venture

Monday, 11 November, 2019

LombardSirius Minerals PLC

Endless optimism puts Sirius boss in class of his own

Ex-banker pushing for a mine in Yorkshire says the company has reworked its financing needs

Thursday, 7 November, 2019

LombardUK financial regulation

Audit watchdog captures mood with break-up plan

Chairman of the FRC is serving public interest by making audit firms sustainable

Wednesday, 6 November, 2019

LombardMarks & Spencer Group PLC

M&S mixed bag shows too few signs of changing

Food was up but clothing down and the businesses do not look a good fit

Tuesday, 5 November, 2019

LombardProperty sector

IWG’s Dixon proves more fit for office than WeWork’s Neumann

Lossmaking US group’s rival demonstrates how less profit can mean a higher valuation

Thursday, 31 October, 2019

LombardLloyds Banking Group PLC

Lloyds needs rates boost to accelerate margin

Direction of travel on net interest income matters more than car lease impairments

Wednesday, 30 October, 2019

LombardDe La Rue PLC

De La Rue’s past failings tear up a £500m business

Printing group’s polymer banknotes may be hard to rip, but its share price is not

Thursday, 24 October, 2019

LombardRoyal Bank of Scotland Group PLC

RBS investment bank and loan worries are back

PPI claims may soon be terminated but new boss cannot underestimate other challenges

Wednesday, 23 October, 2019

LombardExecutive Pay

BellPott and PatVal show clawback clauses must be sharper

Still too difficult to reclaim profit paid to directors involved in business failures

Tuesday, 22 October, 2019

LombardJust Eat PLC

Just Eat investors left to read a moving menu

Attempt by Dutch vehicle of Naspers to gatecrash merger leaves investors with dilemma

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