Stock futures for Monday suggest gains in renewable energy stocks, following reports of policy incentives expansion. ESG-focused portfolios may see reallocation flows starting the session. There are still a good number of stocks with compelling valuations in the S&P 500 itself. Buffett has been a buyer when the opportunity arises, notably buying UnitedHealth last quarter, along with nine other stocks, most of which were on the smaller end of the Buffett's investable universe. Investors shrugged off a government shutdown as the Dow and S&P 500 posted fresh records on Friday. This suggests calmer investor sentiment going into the opening bell, barring unexpected macro shocks.
