Master limited partnerships, better known as MLPs, have enjoyed a sharp rebound as measured by the Alerian MLP Index (AMZ), after enduring a difficult two-year period. In this series of videos, we provide historical context around the sector’s decline and subsequent rally, and explain why we think the worst days for MLPs are in the rearview mirror.

There are a number of reasons why we hold this view. Looking ahead, we believe North America ―and the United States in particular―will be major players in the global oil supply in coming years. In addition, cash flows currently point to a healthy MLP market, and fundamentals within the asset class continue to improve.

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