MLPs gain in July, earnings season begins, and record energy exports bolster growth.
Seeking refuge during periods of distress through broad diversification and low volatility.
The fundamentals of midstream MLPs remain strong and aren't tied to oil prices long term.
We think FERC's update to previous policy orders are positive for the asset class.
Global-listed infrastructure assets are well positioned to offer investors some inflation protection.
Additional tariffs could destabilize markets and promote inflation and slower growth.
Rising rates should have advisors reassessing their real estate allocations.
We believe the energy sector is broadly healthy and poised for increased investment.
MLP sector fundamentals appear to be firming based on a combination of factors.