Tag: utilities

Market Moves July 15, 2021

Why the Market’s Breadth Might Mean a Downdraft After All

Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.

Market Moves May 20, 2021

There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson

Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.

Asset Allocation November 17, 2020

How Transitioning to a Low-Carbon Economy Impacts Equity Markets

JPMorgan report says the impact of climate transition across and within sectors is likely to vary significantly.

News November 20, 2019

The Next Buzzy Stocks Are … Utilities

T. Rowe Price says plodding sector is perking up, thanks to renewables.

Research June 1, 2017

EY: Power & Utilities Sector M&A Interest at 7-Year High

89% of survey respondents expect their deal pipelines to either stay steady or rise in the next 12 months.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.