Q&A with the Telecommunications Services team

Deutsche Bank Research | Apr 7, 2022 at 2:00 AM

A glib response would be ‘well they didn’t do well from falling rates!’ but low-multiple, telco ‘value’ stocks already reflect inferior prospects, whereas ‘growth’ sectors discounted at higher rates see lower terminal values and share prices.

Q&A with Rob Sanders

Deutsche Bank Research | Apr 1, 2022 at 2:00 AM

We believe the worst is behind us and conditions will have eased by year-end, despite heightened uncertainty due to Covid and the situation in Ukraine.