it appears that this short exposure has been expressed via ETFs
Every indexed document
Browse the released records by type and release. Open any document to read its text and jump to the official source.
69,179 documents
which is more than twice the increase for hedge funds’ overall net exposure during the same
with hedge funds increasing their net exposure to
it is very interesting to note that an inflection point
over the next 24 months global utilities rose by
and companies have begun spending previously‐delayed capex
the outlook for global growth has stabilized
the activity level of structural change did
so are cycles of structural change important in the global
we keep looking: the loser will eventually surface.
page 22). Whenever there is structural change
Electron’s research process has focused on structural
an allocation to global utilities provides a diversification benefit to investor
dividend‐generating sector that is vitally important to national economies
caused by a perfect storm of factors (see
infrastructure spending is occurring across the entire value chain.
European and Asian utilities are building much of the infrastructure needed to
where power is generated at close to cash production cost in many markets
whereas for pure generators such as NRG the leverage exceeds 30%.
a gas‐intensive industrial renaissance (also 10%)