utilities
4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jun 11, 2020 by Liqian Ma · across every show →
Everything said about utilities, oldest first
Jun 11, 2020 positive
Ma: Sustainable real assets provide macro resilience via utility counterparties
“So I think there's a lot of good ballast in that part of the portfolio because these are again, cash flowing. These are typically resilient against macro shocks because your counterparties are utilities, investment grade corporates. So I think typically more s…”
Dec 7, 2020 bullish
Mar 13, 2023 bullish
Orum: Public Utility Investing Offers Strong Climate Impact and Return Potential
“Utilities, I think, is a significant part of global emissions, clearly, but within the public markets in particular, it's probably one of the more interesting ways to express climate advocacy and engagement in that it's such a big part of emissions, and I thin…”