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European Utilities & Trump 2.0: Market Outlook & Investment Insights

European Utilities & Trump 2.0: Market Outlook & Investment Insights

Research
Understand the risks and opportunities for European utilities under Trump’s policies.
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Weathering the Tariff Storm: Strategies for Investors in the Consumer Space

Weathering 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...
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Electrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds

Electrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds

Fundamental, Research, Video
Jonathan Sakraida, Senior Equity Research Analyst at CFRA, provides a comprehensive 12-month outlook...
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Energy: Gulf Coast Natural Gas May Induce Heartburn

Energy: Gulf Coast Natural Gas May Induce Heartburn

Fundamental, Research
The outlook for natural gas pricing is pessimistic in the near term, especially for key...
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Utilities and AI: A Powerful Combination?

Utilities 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
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European Utilities: Navigating Through High Interest Rates

European Utilities: Navigating Through High Interest Rates

Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
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U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

Fundamental, Research
In a difficult market for utility stocks, we believe...
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Lithium: Truly an Oversupplied Market in 2024?

Lithium: Truly an Oversupplied Market in 2024?

Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Fundamental, Research
Venezuela’s President Maduro recently held a referendum over potentially annexing...
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California Electric Utilities: Sunny Spot in a Dark Year for the Sector

California 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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