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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U.S. Equity Update - Cautious Outlook, Downgrading Manufacturing
We remain extremely cautious and expect consolidation, volatility, and lower prices to continue as the market searches for a bottom. In today's...
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Key Support Levels Being Tested for U.S. Indexes
With major indexes testing support last week, we highlighted that while we expect to see indexes firm up based on YTD trends, the potential for...
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Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
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