Global Cement Industry
Cementing Value and Building AI Data Centers Companies Ticker Exchange Price Amrize AMRZ NYSE / SW $48.72 / CHF38.72 CRH Plc CRH […]
Beyond the Pitch: 2026 FIFA World Cup Overview & Investment Opportunities
I. Executive Summary – 2026 FIFA World Cup The 2026 FIFA World Cup represents the most significant inflection point in modern soccer’s commercial history. With 48 nations, 104 matches, and 16 host cities across the United States, Canada, and Mexico, this will be the largest sporting event ever staged. Beyond its sheer scale, […]
“49ers at the Encore”
Auto Symposium 2025 Las Vegas Presenting Companies/Agenda We cordially invite interested investors to register for our 49th Annual Automotive Symposium, either in-person or virtually, by clicking the link here or contacting Miles McQuillen (mmcquillen@gabelli.com) at 914-921-5112. “49ers at the Encore” In 1849, a wave of over 300,000 enterprising Americans left the […]
Utilities – U.S.
Capital Investment Super-Cycle Gas-Fired Power to the Rescue! EPS CAGR’s TO RISE? US Utilities –Capital Investment Super-Cycle-EPS CAGR’s to Rise? Through nine months of 2025, the S&P 500 Utilities Index returned 17.7%, topping the S&P 500 Composite’s 14.8% return. Utilities strongly led the market in the first quarter, benefiting from their defensive appeal amid […]
Las Vegas and Beyond
2025 Global Gaming Expo Gabelli Funds is pleased to announce our participation at the Global Gaming Expo (G2E), taking place October 7–9 at The Venetian Expo in Las Vegas. G2E is the premier gathering for the gaming industry, showcasing the latest innovations, technologies, and market developments. Investment Team members Gustavo Pifano and Justin McAuliffe will […]
Monthly Utilities Update – Europe, Middle East & Asia
October 2025 What You Need To Know After Utilities had trailed the broader market (MSCI World index) in July and in August, Utilities stocks rebounded in September and beat the MSCI World benchmark by almost 1%. After the September rebound, the MSCI World Utilities finished Q3 2025 with a solid 4.6% gain (driven US […]
Gabelli 31st Annual Aerospace & Defense Symposium Reflections
Our team hosted the 31st Annual Aerospace & Defense Symposium on September 4, 2025 where a number of aerospace & defense suppliers presented their company outlooks and reactions to the current macro environment. Lieutenant Colonel Tony Bancroft, USMCR joined GAMCO in 2009 as a research analyst covering companies in the aerospace sectors and environmental […]
Active Management Meets ETF Efficiency
Why Investors Gain More Through Gabelli’s Actively Managed ETFs Introduction The first U.S. exchange traded fund or ETF, the SPDR S&P 500 ETF (SPY), launched in 1993 as a passive vehicle tracking the S&P 500 index. Early ETFs focused almost exclusively on passive strategies, offering intraday trading, transparency and tax advantages. This efficiency quickly […]
“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 […]