COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference
COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...
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10-Year Treasury Yield Below Key Resistance; Buying Utilities, Consumer Staples, and Steel Stocks
Cyclical value areas are improving, but so are defensives. In order to get more bullish, we need to see the 10-year Treasury yield break above...
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
533 Views
Utilities Sector Outlook: Playing Offense or Defense?
Growth is hip, but valuations are a drag.Utilities Fundamentally Attractive, but Valuations Still RichHalfway through 2019, utilities continue to...
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Capital Investment Drives Utilities' Growth, but Valuations Are Rich
Utilities continue to find ways to grow, employing $1.1 trillion in capital spending over the past decade, and we see a long runway for additional...
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