Join Bobby Chada, an equity investment analyst and portfolio manager specializing in European utilities. He shares insights into the shifting perception of utilities from boring to dynamic growth sectors. Discover how the golden age of grid building is fueled by aging infrastructure and rising power demand. Bobby also discusses the impact of renewables and AI on energy demand, highlighting strategic diversification in companies. His outlook suggests a robust future for power demands and investment opportunities within this evolving landscape.
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insights INSIGHT
Utilities Are Not One Thing
European utilities form a heterogeneous group spanning regulated grids, generators and renewables firms.
Bobby Chada covers ~30 companies but typically invests in only five or six selective names.
insights INSIGHT
Defensive Yet Growing
Utilities combine defensive characteristics like low beta with attractive yields (sector ~5%).
The sector can also deliver mid/long-term total returns as growth accelerates.
insights INSIGHT
A Golden Age For Grid Investment
Grid build-out is the sector's most exciting long-term growth area driven by aging assets, electrification and congestion.
Chada expects 2–3x historical investment rates and a 15–20 year growth period for grids.
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Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a portfolio and why their traditional boring label is outdated as we enter a golden age of electrical grid building. #CapGroupGlobal
Capital Ideas Podcast