Asset Allocation
How Investors Approach the Utilities Sector in the Age of AI
AI demand has widened opportunities in the sector.
Tag: utilities
Research
Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?
History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …
Asset Allocation
Low Volatility Stocks Usually Do Well—But There Are Traps
Thinking that these are safe bets, investors don’t realize they can carry other risks, warns Northern Trust Asset Management.
Market Moves
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
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
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
The Next Buzzy Stocks Are … Utilities
T. Rowe Price says plodding sector is perking up, thanks to renewables.
Research
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.