Over the past couple weeks, the entire Lifelong Income Portfolio reported second-quarter numbers and management teams delivered guidance for the rest of the year. That makes now an ideal time to evaluate where each of our recommended companies stands.
While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.
Renewable energy uses to be seen as a threat to the existing utility sector. But now solar investments have filtered into utilities’ regulated service territories. But which part of the renewable market and how those markets are played can make a significant difference in a given company’s outcome.
The current policies of the ECB were designed to fight deflation and financial fragmentation in the eurozone. Currently, though, stronger economic activity, easier access to credit, lower borrowing rates and weakening deflation pressures open the door for tightening, even if only gradual in nature.
Challenging economics have prompted operators to shut down a number of nuclear power plants. Dozens of closures will follow in coming years, unless lobbying efforts convince states to subsidize these facilities with zero-emission credits.
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