As usual we have reviewed our estimates across the sector at quarter end and in general the changes are reassuringly immaterial. We had written at the start of the year that we had expected an easier year for the sector and to date that has been the case. A further round of electioneering in the UK in the current quarter is unlikely to be helpful but should not per se be an insurmountable issue, either for sentiment or for trading. Generally stocks in the sector have performed well so far this y ....
