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Sector: Energy
European Utilities & Trump 2.0: Market Outlook & Investment Insights
Research
Understand the risks and opportunities for European utilities under Trump’s policies.
Read moreWeathering the Tariff Storm: Strategies for Investors in the Consumer Space
Fundamental, Webinar
As tariffs loom, along with rising national debt, persistent inflation, and elevated interest...
Read moreElectrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds
Fundamental, Research, Video
Jonathan Sakraida, Senior Equity Research Analyst at CFRA, provides a comprehensive 12-month outlook...
Read moreEnergy: Gulf Coast Natural Gas May Induce Heartburn
Fundamental, Research
The outlook for natural gas pricing is pessimistic in the near term, especially for key...
Read moreUtilities and AI: A Powerful Combination?
Fundamental, Research
Supported by lower bond yields and subdued inflation, utilities stocks performed much better in the first half of 2024
Read moreEuropean Utilities: Navigating Through High Interest Rates
Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
Read moreU.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Fundamental, Research
In a difficult market for utility stocks, we believe...
Read moreLithium: Truly an Oversupplied Market in 2024?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
Read moreEnergy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Fundamental, Research
Venezuela’s President Maduro recently held a referendum over potentially annexing...
Read moreCalifornia Electric Utilities: Sunny Spot in a Dark Year for the Sector
Fundamental, Video
2023 has been challenging for most U.S. utilities stocks.
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