Fred Piard's analysis of the utilities sector finds gas utilities near historical value and quality baselines, while water utilities are undervalued by 21%. In contrast, electricity and multi-utilities are currently overvalued by 14%. The Fidelity MSCI Utilities Index ETF closely tracks the benchmark XLU in risk-adjusted returns, but XLU offers advantages in liquidity, valuation, and growth metrics. Investors may find value in 10 stocks that are cheaper than their peers as of June, with exclusive portfolio access available through Quantitative Risk & Value membership.
The State Street Utilities Select Sector SPDR ETF (XLU) provides investors with passive exposure to regulated utilities, focusing on about 30 S&P 500 utility companies. It charges a low expense ratio of 0.08%, avoids leverage and active management ri...
Investors entered 2026 expecting multiple Federal Reserve rate cuts, but strong May jobs growth and persistent inflation have erased those expectations. The CME FedWatch Tool now shows about a 70% chance of a rate hike by December, marking a sharp re...
