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 […]
European Utilities: Playing Catch-Up in 2025
European Utilities – Playing catch-up in 2025 Utilities stocks posted solid absolute returns in 2025 and have year-to-date (YTD) also outperformed the broader market as utility companies are not affected by trade tariffs and they benefit from growing electricity demand across the world as well as from lower interest rates. Accordingly, the MSCI World […]
Cap Off, Game On: Broadcast Deregulation & Consolidation Ahead
Cap Off, Game On: Broadcast Deregulation & Consolidation Ahead OVERVIEW Local television broadcasters in the U.S. have long been limited by FCC rules designed to preserve localism and media diversity – most notably, the national ownership cap, which restricts station groups to reaching 39% of total U.S. TV households. However, in a media landscape […]
Orthopedics Market 2025 Update
Global Orthopedic Market – Industry Overview in Brief The worldwide orthopedic market was approximately $59 billion in 2024 with orthopedic implants accounting for $50 billion and instruments and equipment representing the remaining $9.0 billion. In 2024, the orthopedic implants market increased 6% to approximately $50 billion as many of the large companies generated above average […]
16th Annual Specialty Chemicals Symposium Reflection
2025 SPECIALTY CHEMICALS 16th ANNUAL SYMPOSIUM REFLECTIONS Rosemarie J. Morbelli, CFA is a Senior Vice President and research analyst at Gabelli Funds. She initially joined Gabelli & Company, Inc.’s institutional brokerage business in 2011, assuming research coverage of the specialty chemicals industry. Ms. Morbelli spent nearly 30 years with Ingalls & Snyder, becoming a Limited […]
Gabelli Environmental Services, Recycling, & Sustainability Symposium
REFLECTIONS FROM THE GABELLI FUNDS 11 TH ANNUAL ENVIRONMENTAL SERVICES, RECYCLING, & SUSTAINABILITY SYMPOSIUM Gabelli Funds was pleased to host its 11 th Annual Environmental Services, Recycling, & Sustainability Symposium on Thursday, April 3 th, 2024. The symposium included company presentations, fireside chats and one-on-one meetings with public companies operating in both the $85 billion […]