Research

• European Telecoms Refresh: Can the outperformance continue?

  September 26, 2024  —  James Ratzer, Russell Waller and Ben Rickett
• Liberty Global Q2 24: Deeper dive on Telenet FTTH deal and VMO2 results

  July 26, 2024  —  James Ratzer
• European Telecoms: Half-time 2024 Review

  July 8, 2024  —  James Ratzer, Russell Waller and Ben Rickett
• European Telecoms High Yield review: Setting out our key preferences

  May 10, 2024  —  Russell Waller, James Ratzer and Ben Rickett
• Liberty Global: Move to Neutral - Visibility clouded for the next few quarters

  February 28, 2024  —  James Ratzer