How to cash in on the work at home winter winners: Should you invest in Greggs as sausage rolls replace sushi – and go local with property?
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY
PUBLISHED: 21:53, 19 September 2020 | UPDATED: 09:37, 21 September 2020
If you’re expecting to settle in for a winter without the commute, you’re not alone. Despite Boris Johnson’s appeal for the nation to get back to the office, figures show that only six in ten workers travelled to work at some point last week – spending the rest of the time slogging away at the kitchen table…
So after a staycation summer, how can you profit from a work-from-home winter?
We’re not going to the office and buying lunch there, but we are still heading out to the local high street and manufacturing businesses are still working out of industrial estates.
Keith Bowman, equity analyst at Interactive Investor, says that means fewer morning coffees and lunchtime sushis and more sausage rolls and cheaper bites: bad news for Pret a Manger but good news for Greggs…
GET GAMING – AND GO BOWLING
Once you’ve binged on Netflix, you might well crave something more interactive, and Roche, at Schroders, recommends Games Workshop, whose orc-slaying tabletop games were ‘previously associated with pre-teen boys’…
LOOK TO OFFICES CLOSER TO HOME
While Canary Wharf might not be an appealing prospect right now, there are companies set to benefit from new ways of working.
Roche recommends Computacenter. It provides support online to technologically clueless office workers. Its shares are up 78.3 per cent this year. Richard Williams, property analyst at QuotedData, says that Standard Life Investments Property Income is well-placed to capture an uptick in demand in the commuter belt for ‘hub and spoke offices’…
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