34:57

EssentialInvestment Ideas

How Utilities are Driving the Energy Transition

Featuring John Bartlett and Ed Harrison

May 27, 2021 • 34 minutes

80

2

Essential

Investment Ideas

How Utilities are Driving the Energy Transition

John Bartlett & Ed Harrison discuss why investing in a utility is the best way to get involved in the energy transition on a risk adjusted basis.

Featuring John Bartlett and Ed Harrison

May 27, 2021 • 34 minutes

John Bartlett, president and portfolio manager of Reaves Asset Management, joins Real Vision’s managing editor Ed Harrison to discuss the utilities sector, an asset class where investors can take bond-like risk yet get high single digit returns. However, the utility space is being buffeted by rapid technological changes. Bartlett has spent nearly three decades investing in utilities stocks and manages the Reaves Utility Income Fund (UTG), a closed-end fund with nearly $1.9B in AUM, and the Reaves exchange-traded fund, the Virtus Reaves Utilities ETF (UTES). He explains why his firm believes the changes are a boon for the utilities space, and he identifies the emerging technology and infrastructure that is changing the space and why investors are paying more attention to companies that have true Environmental, Social and Governance (ESG) attributes. Filmed on May 24, 2021. Key Learnings: Utilities are still a very small part of the S&P 500. They are defined as a sector, but Reaves views them more as an asset class that people can put to use in their portfolio and actually do something unique for either themselves or for their clients. Utilities have become the bond substitute, yielding around 3% as dividends grow coincident with earnings. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In