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December 28, 2020 | Global Equity
Active Perspectives on Global Utilities

Portfolio Manager, Global Research Analyst

Alaina Anderson, CFA, partner, is a portfolio manager for the International Leaders and International Leaders ADR strategies. Previously, she was a global research analyst covering real-estate, utilities, and engineering companies. Before joining William Blair in 2006, she was a senior analyst in the investments department of the MacArthur Foundation, where she provided research support for internally managed portfolios and was involved in investment manager due diligence, selection, and monitoring for the foundation’s U.S., non-U.S., and hedge-fund portfolios. Before joining the MacArthur Foundation, Alaina was an investor relations consultant with Ashton Partners and a financial advisor with UBS Painewebber. She is a fellow of Leadership Greater Chicago, a board member of the North Lawndale Employment Network, and a member of the CFA Institute and the CFA Society Chicago. Alaina received a B.S. from the Wharton School at the University of Pennsylvania and an M.B.A. from the University of Chicago’s Booth School of Business.

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Global utility stocks are typically considered defensive in nature because the dependable reoccurring cash flows they generate make them somewhat bond-like.

Watch the video or read the recap below.

Stocks in global utilities are typically thought to be quite defensive in nature because the dependable reoccurring cash flows they generate make them somewhat bond-like.

Global utilities have held up their end of the bargain.

While utilities navigate lower volumes of electricity delivered to businesses and industrial customers, volumes delivered to homes and residences are stable to growing.

Within the renewables complex, there is a chance that we might see increased investment.

Within the renewables complex, which is a growth engine within utilities, there is a chance that we might see increased investment as low oil prices accelerate the energy transition from high-Co2-emitting power-generating types to green energy.

Even in sectors that have old-economy business models, we are finding companies that employ models that are less capital-intensive, more flexible, and management teams that have the growth mindset needed to adapt through the COVID-19 crisis.

Alaina Anderson, CFA, partner, is a portfolio manager and research analyst on William Blair’s Global Equity team.

 

Portfolio Manager, Global Research Analyst

Alaina Anderson, CFA, partner, is a portfolio manager for the International Leaders and International Leaders ADR strategies. Previously, she was a global research analyst covering real-estate, utilities, and engineering companies. Before joining William Blair in 2006, she was a senior analyst in the investments department of the MacArthur Foundation, where she provided research support for internally managed portfolios and was involved in investment manager due diligence, selection, and monitoring for the foundation’s U.S., non-U.S., and hedge-fund portfolios. Before joining the MacArthur Foundation, Alaina was an investor relations consultant with Ashton Partners and a financial advisor with UBS Painewebber. She is a fellow of Leadership Greater Chicago, a board member of the North Lawndale Employment Network, and a member of the CFA Institute and the CFA Society Chicago. Alaina received a B.S. from the Wharton School at the University of Pennsylvania and an M.B.A. from the University of Chicago’s Booth School of Business.

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