EVENT

Is the European Telco rally justified? Sector update with James Ratzer & Russell Waller

Date and Time
March 12, 2026 — 12pm EST / 4pm UK
Location
Virtual

The EU Telco index is +20% YTD vs the wider index +5%. This outperformance has been mainly due to a multiple re-rating, and is because the sector is seen as a safe haven against a possible AI Armageddon, we think (new acronym warning: “HALO: Hard Asset Low Obsolescence”); indeed, it may even benefit from AI (cost out, increased utility/usage of networks). In this call, we will discuss the micro and macro factors driving the outperformance, and what the rally now means for valuation, relative and absolute. The call will be an interactive Q&A session with a short presentation.

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