Search this website. You can use fund codes to locate specific funds

Credit: Industry Insights

As coronavirus lockdown measures continue to ease, we provide our view on telecoms, media and tower companies in our credit team’s latest Industry Insights video.

At least once a quarter, our credit analysts conduct a sector review, focusing on sector-level fundamentals, environmental, social and governance (ESG) factors and valuations.

In this instalment of Industry Insights, Joe Howes, Credit Analyst, shares his fundamental views on telecoms, media and tower companies. How have they fared during the pandemic? To find out, watch this short video.

More Insights

Does the end of China's love affair with property spell heartbreak for investors?
Investors will be profoundly impacted by what the Chinese property sector does next
EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars
Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change.
An asset class at a crossroads: reshaping credit through ESG
We outline our credit team’s ESG and engagement integration philosophy, and how the team is working to authentically integrate ESG into every step of its investment process.
Climate crisis in focus in EOS’s Q3 Public Engagement Report
In this issue we take a more in-depth look at the climate crisis ahead of COP26.
Fiorino: fighting disorder: how finance is working against climate change
With the Glasgow UN Climate Conference (COP 26) talks in the headlines, Fiorino examines how the European financial sector is already rising to the biggest challenge of the times – and why the industry must apply energy to maintain order...
Inflation and supply chain disruption: Impact on corporate sectors
Inflation and supply chain disruptions, along with the moderating pace of the post-pandemic earnings recovery, have made us more cautious on corporate fundamentals as we enter Q3 reporting season