“Forever Chemicals” 2025 Update
Overview On April 10, 2024, for the first time ever, the EPA issued limits for per- and polyfluoroalkyl substances (PFAS), the “forever chemicals,” in drinking water, and shortly after, designated select PFAS compounds as hazardous substances. While implementation has now been delayed to 2031, the current administration has kept strict limits in place. Adherence to […]
Utilities Update – Europe, Middle East & Asia
What you need to know After Utilities had outperformed the broader market (MSCI World index) with strong share price performances in the first half of 2025, Utilities stocks have so far not been able to maintain the strong positive momentum in Q3 2025. While the MSCI World benchmark index extended the recovery rally from Q2 […]
European Defense
EUROPEAN DEFENSE EXPENDITURE OUTLOOK European NATO members’ defense expenditure in the ten years before the invasion of Ukraine stood at around 1.5% on average as a share of GDP. At the time, NATO members were expected to allocate at least 2% of their GDP to defense. That compares to circa 3.5% in the […]
A View from the Paris Air Show 2025
Paris Air Show 2025 – A View from Paris The Paris Air Show, the largest aerospace & defense tradeshow in the world, was held June 16-22 this year at Airport Le Bourget, in Paris, France. 320,000 participants attended, ranging from OEMs to suppliers to A&D investors. The Paris Air Show hosted 2,500 exhibit booths. The […]
The Longevity Boom: Opportunities in Anti-Aging
Overview The anti-aging market, which includes skincare, cosmetics, wellness, and biotech, is experiencing robust and accelerating growth, driven by an aging population, scientific advancements, and consumer preferences directed toward health and wellness. Over the past 20 years, consumers have spent more on health and aesthetics. The anti-aging market is already large and shows signs for […]
Offshore Wind Five Key Questions for Investors
Offshore Wind – Five Key Questions for Investors The offshore wind sector exemplifies the volatile ride of renewable energy stocks over the past seven years. First share prices of offshore wind stocks rallied when investors were willing to pay a premium for green energy producers in a low interest rate environment until sentiment peaked […]
Life Cycle of a Tire: Global Picture
Life Cycle of a Tire Summary The global tire industry, valued in the hundreds of billions, intersects with critical sustainability, policy, and industrial supply chain themes. This white paper explores the entire tire lifecycle: from raw material sourcing to disposal—and identifies where companies in waste management, commodities, and specialty chemicals are poised to benefit. U.S. […]
Utilities − U.S. Powering the Future Capital Investment Super-Cycle EPS CAGR’s TO RISE?
US Utilities – Powering the Future Capital Investment Super-Cycle The U.S. utility sector modestly outperformed the broader market in the first half of 2025, driven by strong investor interest in both regulated utilities and non-regulated merchant power companies leveraged to accelerating electricity demand. The S&P 500 Utility index rose 9.2% compared to the S&P 500’s […]
Power to the People
POWER TO THE PEOPLE – NUCLEAR RENASSANCE OR DÉJÀ VU AGAIN? Nuclear power is regaining prominence as an important potential solution to meet the United States’ accelerating electricity demand, driven by AI data center growth, manufacturing on-shoring, and grid reliability concerns. With capacity factors exceeding 90% and zero direct carbon emissions, nuclear offers a […]
Gabelli 2025 Media & Sports Symposium Reflections Whitepaper
Reflections from Gabelli Funds’ 17th Annual Media & Entertainment Symposium Gabelli Funds hosted its 17th Annual Media & Sports Symposium at the Harvard Club in New York City on Thursday, June 5, 2025. The symposium featured discussions with leading companies and organizations across the media ecosystem, with an emphasis on industry dynamics, current trends, and […]