SteelPath November MLP update and news The beginning of third quarter earnings season and other updates from the MLP sector
SteelPath October MLP update and news Energy Transfer makes an acquisition and MLPs’ performance relative to other asset classes
Will electric vehicles muffle future oil demand? Assessing the long-term outlook of oil demand fundamentals and the supply role of the US
Revisiting the case for active management in US REITs As earnings growth moderates across the REIT sector, opportunities for active management emerge
SteelPath September MLP update and news Private equity has continued to invest in midstream as earnings season concludes better than expected
Private equity continues to invest in midstream Opportunistic investors are taking advantage of the disconnect between solid fundamentals and currently low valuations
US REITs stand out in the trade war trenches US REITs have been a recent standout versus broader markets given their relatively defensive characteristics and stable businesses
August 2019 MLP Update and News Q2 earnings season starts strong, IDR eliminations and MLP sector update
Balancing your strategic asset allocation with US REITs A core US REIT allocation to improve long-term risk-adjusted returns