The Case for Energy Infrastructure in Your Portfolio
Today’s post and related white paper outline the investment case and potential benefits of adding energy infrastructure to your portfolio. If you’re looking for income, diversification, real asset...
MLP Consolidation Part 2: Ch-ch-ch-ch-changes in Midstream and Investor Implications
Having discussed MLP consolidations at the company level last week, this week’s piece provides a broader view of the midstream universe. Should the changes in the investment landscape impact your...
Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy
Investors often ask us how midstream compares to other common energy holdings. Today, we compare MLPs and midstream with the majors and broader energy both quantitatively and qualitatively to help...
MLPs: Come for the Yield, Stay for the Total Return
For MLPs, the paradigm has shifted from focusing primarily on distribution growth to more of a total-return focus, as financial flexibility, self-funding equity, and capital discipline become greater...
2019 Midstream Mid-Year Update Video
In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what may be in store for this summer. Before you head out for vacation, watch this short video (only 3 minutes!)...
1Q19 MLP Distribution Recap: Outlook Improving in Spite of Cuts
Most AMZ and AMZI constituents grew their 1Q19 distributions sequentially and on a year-over-year basis. The 20% increase from Plains All American (PAA) helps soften the impact of...