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Early Morning with Dave
Utility Stocks Continue to Get Positively Re-Rated
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Utility Stocks Continue to Get Positively Re-Rated

Structural rise in power demand helps boost the Utilities sector

David Rosenberg's avatar
David Rosenberg
Sep 26, 2024
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Early Morning with Dave
Early Morning with Dave
Utility Stocks Continue to Get Positively Re-Rated
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Highlights

  • Structural rise in power demand helps boost the Utilities sector

  • Geopolitical uncertainty keeps us bullish on defense stocks

  • Corporate sentiment on costs and margins spell continued disinflation ahead

  • Investing in stocks for the long run (and climbing the “wall of worry”)

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