Primer: Vodafone (VOD LN) - Sep 2025
Vodafone is a global telecommunications company at a strategic crossroads, divesting non-core assets to focus on key European and African...
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Zegona Communications: From Turnaround to Capital Return Vehicle with M&A Optionality
Zegona has transitioned from turnaround to capital return, unlocking €1.8bn, reducing leverage, and remaining a live M&A target—offering 20–50%...
231 Views
UK Active Funds Face a Benchmark Blowout in 2025
Active UK funds trail the benchmark by 4% YTD. Value managers outperform, but missed calls on Rolls-Royce, HSBC, and BAE Systems weigh heavily on...
226 Views
Europe Reasserted: Consensus Builds as Europe Reclaims Ground from the U.S.
Regional rotation places Developed Europe as a clear consensus overweight among active Global equity funds, with over 90% of funds positioned ahead...
454 Views