Monthly Utilities Sector Update – Europe, Middle East & APAC
January 2026: Sector Outlook for 2026 What You Need To Know Although utilities trailed the broader market by a small margin of 0.3%, 2025 was a strong year for the utilities sector in general and for European Utilities in particular. While utilities jumped by 10.5% in Europe and gained 2.8% in Asia in Q4 2025, […]
Gabelli Growth Q4 Commentary
4Q25 Commentary Despite some drama along the way, “the show went on” during the fourth quarter. US stocks capped off a third consecutive year of double-digit returns as market leadership broadened, muddling through the longest federal government shutdown on record and some mixed economic data. The last US penny for general circulation was minted in […]
Gabelli Opportunities in Live & Sports ETF Investment Spotlight Series Vol I: Manchester United F.C.
Company overview Manchester United is among the world’s most prominent sports and entertainment brands, with a global reach that extends far beyond soccer. Based in Manchester, England, the club competes in the Premier League, the highest level of English football, and consistently features in major European competitions. Since its founding, the club has captured 67 […]
Utilities – U.S.
State of Power Demand: Full Steam Ahead Capital Investment Super-Cycle EPS (And Dividends) GROWTH US Utilities – State of Power Demand: Full Steam Ahead In 2025, the S&P 500 Utilities Index returned 16.0%, modestly trailing the S&P 500’s 17.9% gain and the NASDAQ’s 20.4% return. Most companies in the regulated utility universe generated […]
Top 10 Reasons to Own Gold Stocks
A GOLD Market Update from the Desk of Christopher Mancini, CFA. 1. Declining interest rates. There’s an opportunity cost to holding gold which has no yield. As interest rates decline, so does this opportunity cost. If the Fed continues to lower rates in 2026, demand for gold should rise. 2. Rising deficits. Gold […]
More Than Fun & Games… Public Market Sports Investing
Introduction: Why the Wealthy Buy Teams For many, ownership of a professional sports organization is the ultimate status symbol, granting access to an exclusive club and providing the psychic benefit that accompanies leading a passionate tribe with shared symbolism and history. Whether intended or not, team ownership has also proven to be an excellent […]
Reflections & Outlook 49th Annual Automotive Symposium November 3 – November 4, 2025
2025 Gabelli Funds Auto Symposium Conference Highlights Resilient Today, Adaptive for Tomorrow Our presenting management addresses to a transition marked by tariff-driven supply chain shifts, evolving consumer dynamics, and disciplined operational improvement. Despite differing cycles and challenges, every participant shared a unified message of resilience, pragmatism, and long-term optimism as the industry collectively builds […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
December 2025: The Age of Electricity What You Need To Know November was another strong month for Utilities stocks in general and for European Utilities in particular. While the broader market (MSCI World index) lost steam and finished November with a small loss, the MSCI World Utilities carried the strong October performance (+3.0%) into […]
7th Annual Gabelli Funds – Columbia Business School Healthcare Symposium
Gabelli Funds and Columbia Business School co-hosted the 7th Annual Healthcare Symposium on November 14, 2025. The symposium addressed the future of multi-cancer screening, empowering beneficiaries through consumerism, developments in aging in place, and vaccine access and development. The panelists consisted of senior executives from both public and private healthcare companies, as well as […]
Reflections From The Past Decade + of Berkshire Hathaway Meetings
COMPANY OVERVIEW Berkshire Hathaway Inc., based in Omaha, NE is a holding company for a diverse group of operating subsidiaries including insurance, freight rail transportation, utilities and energy, finance, services and retailing. The subsidiaries operate autonomously, while investment and capital allocation decisions are managed by Warren Buffett (95) and Greg Abel (63), with support […]
Precision in a Tube
The AI Blood Revolution for Cancer Detection Industry Overview Cancer remains one of the leading causes of mortality in the United States, with an estimated 2 million new cases and over 618,000 deaths projected in 2025. This translates to nearly 1,700 deaths per day and reflects the persistent challenge of detecting cancer at earlier, more […]
5 Reasons to Own Small Cap Stocks
Introduction Equity markets remain dominated by a handful of mega-cap technology stocks, driving record concentration within major indices and leaving large segments of the market overlooked. While this dynamic has rewarded passive investors, it has also created meaningful valuation dislocations – particularly across small-cap stocks. With small caps trading at historic discounts, an easing monetary […]