17th Annual Specialty Chemicals Symposium Reflections
On March 19, 2026, Gabelli Funds hosted its 17th Specialty Chemicals Symposium, with both in-person and virtual meetings. Participating companies included Arq, Inc., Ashland Global, Inc. BASF Corporation, The Chemours Company, Ecolab, Inc., Ingevity Corporation, LSB Industries, Inc., Magnera Corporation, Minerals Technologies, Olin Corporation, Orion S.A., Rayonier Advanced Materials, The Sherwin-Williams Company, and Standard Lithium […]
Orthopedics Market 2026
Global Orthopedic Market – Industry Overview in Brief The worldwide orthopedic market was approximately $62 billion in 2025 with orthopedic implants accounting for $53 billion and instruments and equipment representing the remaining $9.4 billion. In 2025, the orthopedic implants market increased 5% to approximately $53 billion as many of the large companies generated above […]
Utilities – U.S. Outlook
PLUGGED INTO GROWTH EPS CAGR’s RISE Strong First Quarter 2026 In the first quarter of 2026, the S&P 500 Utilities Index gained 8.3%, significantly outperforming the broader market, with the S&P 500 declining -4.3% and the NASDAQ falling -7.1%. Most regulated utilities posted positive returns, with a median gain of 8%. The sector began […]
Gabelli Opportunities in Live & Sports ETF Investment Spotlight Series Vol III: Scuderia Ferrari
(NYSE: RACE) (BIT: RACE) (AS: EXOR) Scuderia Ferrari Overview Scuderia Ferrari is one of the most iconic and valuable properties in global sport and the flagship racing team at the center of Ferrari N.V.’s global brand. Based in Maranello, Italy, the team competes in the FIA Formula One World Championship and is uniquely positioned […]
Middle East Defense: Initial Takeaways
March 2026 The recent surge in Middle East tensions is accelerating defense spending. This note summarizes initial takeaways from management commentary on the potential financial implications. We focus on defense companies that have already held analyst calls following the late-February events. Executives highlighted both immediate operational demand (low-cost drone air defense, precision munitions, and rapid […]
Microplastics: Pollution, Policy, and Profit
Overview Microplastics are small plastic particles that range in size from 5 millimeters to 1 nanometer. Products and services designed to measure and manage these particles are in demand to manage the implications of microplastics pollution. Microplastics are emerging as a growing investment theme as governments and policymakers, utilities, and consumers are driving demand for […]
Infusion Therapy
A Structural Growth Opportunity Driven by Site-of-Care Shift, Specialty Drug Complexity, and Aging Demographics What Is Infusion Therapy Infusion therapy refers to the administration of medications, fluids, or nutritional support directly into the body, most often intravenously, but in certain cases subcutaneously or intramuscularly. It is generally used when oral therapy is not feasible, […]
Reflections from Gabelli Funds 36th Annual Pump, Valve & Water Systems Symposium
Pump, Valve & Water Systems 2026: Key Themes On February 26th, 2026, Gabelli Funds hosted the 36th Annual Pump, Valve & Water Systems Symposium. Thirteen industry players participated, either with company overviews or fireside chats. This year’s Symposium came at a time of optimism around industrial recovery and most presenting companies having strong stock […]
Investment Spotlight Series Vol II: Borussia Dortmund Football (Soccer…) Club (XETRA: BVB)
Gabelli Opportunities in Live & Sports ETF (NYSE: GOLS) Investment Spotlight Series Company overview Borussia Dortmund is one of Europe’s most iconic football clubs and a cornerstone brand within global sport. Based in Dortmund, Germany, the club competes in the Bundesliga, Germany’s top football division, and is a perennial participant in UEFA competitions. Founded […]
European Utilities: Impact of Middle East LNG supply disruptions on EU power prices and EU utilities – Five Questions for Investors
Five Questions about possible ME LNG supply disruptions of EU power prices 1) How much of EU gas supply goes through the Strait of Hormuz? Of the world’s 20% global LNG supply, which is moving through the Strait of Hormuz (9.3 Bcf/d from Qatar and 0.7 Bcf/d from the UAE), the vast majority […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
February 2026: HALO beats EU Power Market Reform What You Need To Know There is no AI without electricity! After posting a 20% return in 2025, global utilities also had a tremendous start into this year with the MSCI World Utilities outperforming the broader market (MSCI World) year-to-date (YTD) by 550 basis points. So far […]
Tales of Corporate Lovemaking | From the Gabelli Merger Arbitrage Desk
Gabelli: Pioneers in Event-Driven Value Investing Valentine’s Day is usually about romance, but in markets, it’s also a good excuse to talk about something equally emotional: deal-making. In 2025, corporate relationships ranged from straightforward strategic pairings to long, regulator-heavy engagements. In this piece, we’re sharing a handful of the most instructive transactions from the year […]