The European telecoms sector has been an unhappy hunting ground for investors for much of the past fifteen years. Despite exponential growth in data consumption and a proliferation of connected devices, the trajectory of sector profitability has been relentlessly negative. Regulatory, competitive, technological and, ultimately, cyclical headwinds all contributed to a prolonged period of cumulative […]
The value of European private equity deals through 2015 has hit its highest level since 2007, according to data published by the Centre for Management Buyout Research. So far the total value of all deals stands at €80.9bn, the highest yearly total since 2007, when the value hit €172.9bn. This is also the fourth highest […]
Kevin Lilley, manager of the Old Mutual European Equity and Old Mutual European (ex UK) Equity funds, sees a revival of investor interest in the TMT sector.
TOBAM founder Yves Choueifaty talks about winning over the world’s toughest clients by challenging the benchmark investment model.