Monthly Utilities Sector Update – Europe, Middle East & APAC
August 2026: 1H 2026 results mostly meet or beat in Europe, guidance confirmed or raised What You Need to Know Last Friday, the Iran war reached its six-month mark, and while oil flows through the Strait of Hormuz have improved, they remain at roughly half of prewar levels. Commodity prices are therefore still elevated — […]
The Listed Sports Platform: Alternative Models of Public Sports & Entertainment Ownership
Introduction: Alternative Models of Listed Sports & Entertainment Ownership While our prior work has focused primarily on the major U.S. sport leagues, as well as more traditional single-club listed European teams, the public-market opportunity in sports extends well beyond these familiar ownership models. Professional sports ownership has long been associated with scarcity, prestige and attractive […]
Initiation Of European Electricity Networks
Wired For Growth – How Bond Proxies Become Growth Engines in Europe’s Electrification Drive Critical Grid Infrastructure For Europe’s Electricity Flows Electricity begins its journey to end customers at power plants, where it is generated from a variety of sources such as coal, gas, nuclear, wind, or solar. At this stage it is produced […]
Farnborough and Eurosatory Trade Show Highlights
What We Have Learned from Our Meetings Farnborough International Airshow Highlights The Farnborough International Air Show, the largest aerospace & defense tradeshow in the world, was held July 20-24 this year at Farnborough International Exhibition and Conference Centre, Hampshire, UK. Over 100,000 participants attended, ranging from OEMs to suppliers to A&D investors. The Farnborough Air […]
5 Reasons to Invest In Aerospace and Defense – Update: August 2026
LtCol Tony Bancroft, USMCR – Update: August 2026 The aerospace & defense sector remains at a multi-year inflection point. Surging global defense budgets, persistent commercial aviation demand amid production constraints, technological modernization, resilient aftermarket economics, and ongoing industry consolidation continue to create compelling long-term opportunities. LtCol Tony Bancroft, USMCR (Ret.), Portfolio Manager of the Gabelli […]
Iranian Tit for Tat: Missile Costs and U.S. Restocking Dynamics
Iranian and U.S. Missile Costs What is the current situation in the Strait of Hormuz? The United States and Iran continue to confront one another over control and security in the Strait of Hormuz. On Monday, 20 July, two Greek oil tankers attempted a nighttime transit through the Omani coastal passage. Despite U.S. air cover […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
July 2026: Upward pressure on gas and power prices provides support for Utilities in 2H 2026 What You Need to Know The breakdown of the Middle East ceasefire and the renewed closure of the Strait of Hormuz in July have revived inflationary pressures from rising energy prices and triggered a further increase in interest […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
June 2026: How to Spend it – Power Sector Investment Trends What You Need to Know The US peace deal with Iran has improved investor sentiment for the utilities sector, which had suffered from inflationary pressures driven by rising oil and gas prices since the military conflict began. As a result, utilities in Europe […]
Utilities – U.S. – The Tale of Two Grids
Power, Public, Politics, P/E’s EPS CAGR’s RISE US Utilities-The Tale of Two Grids-Strong First Half 2026 During the first half of 2026 (through 6/25/2026), the S&P 500 Utilities Index gained 8.9%, compared with 8.1% for the S&P 500 and 9.1% for the NASDAQ. After rallying 12% to a record high in late February, utilities […]
18th Annual Sports & Media Symposium
Reflections from Gabelli Funds’ 18th Annual Sports & Media Symposium Gabelli Funds hosted its 18th Annual Sports & Media Symposium at The Paley Center for Media in New York City on Thursday, June 4, 2026. The symposium featured discussions with leading companies and organizations across the media ecosystem, with an emphasis on industry dynamics, current […]
A GUIDE TO INVESTING IN ARTIFICIAL INTELLIGENCE
Artificial intelligence has moved out of research labs and into commercial production across a growing number of applications. As this technology diffuses into the economy, investors are increasingly focused on understanding where durable value is being created across AI’s complex supply chain. This primer organizes the AI investment landscape into five interdependent layers and explains […]
World Cup Kick-Off – Views from GOLS Portfolio Manager, Alec Boccanfuso
Thursday, June 11th – FIFA WC 26 Opening Match in Mexico City (Mexico vs. South Africa) The 2026 World Cup will mark the most significant expansion in the tournament’s history. For the first time, the field will grow from 32 to 48 national teams, delivering 104 matches, a 63% increase in games compared to Qatar […]