ASGI: Global Utilities Are Hot And Getting Hotter With Lower Rates, But Not A Buy (Rating Downgrade)

Core Insights - The article discusses the perspective of a retired income investor who focuses on macroeconomic events influencing investment performance throughout the economic cycle [1] - The investor emphasizes the importance of dividend-paying stocks and funds, such as BDCs, REITs, CEFs, and ETFs, to enhance retirement income beyond pension and Social Security [1] Investment Strategy - The investor's strategy is centered around high-yield income investments to support a retirement lifestyle [1] - There is a focus on long-term investing decisions, particularly after experiencing minimal losses during the Great Recession [1] Market Trends - The article highlights the significant role of tech stocks in driving market gains [1] - The investor expresses an interest in understanding market psychology alongside financial trends [1]