Beyond Bulls & Bears

Shedding Light on the US Utilities Sector
Equity

Shedding Light on the US Utilities Sector

“We see many reasons to be optimistic about [US] utilities today as we look out over the next 10, 20 or 30 years. In our view, most companies have established constructive regulatory relationships and should be able to adjust to the higher cost of capital assumptions that would develop due to rising interest rates.” – John Kohli, Franklin Equity Group

The Current State of the US Utilities Sector
Equity

The Current State of the US Utilities Sector

Speculation about further interest-rate increases and potential tax reform has caused some market disruption and volatility, which could continue, but we still see a healthy investment backdrop for the utilities sector in general.