Investors may need to prepare for a return to higher – and more historically normal – levels of market volatility.
We think a broad shift from MLPs to C corps across the category is unlikely.
Our view on the impact of the changes on master limited partnerships.
Over long-term periods, MLPs have not meaningfully correlated with interest-rate moves.
Investors with near-term goals may want to consider strategies with less downside risk.
Industry fundamentals indicate improving growth potential for the U.S. energy sector.
Retailers are discovering that, to compete today, they need to do more with less.
MLPs and Midstream operators are likely to benefit from normalizing energy markets.
European discounters are pressuring grocers, CPG companies and grocery-anchored REITs.