2020 Midstream Summer Update Video
Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs paint a different picture than what may be drawn from fundamentals. Yields remain high, yet 2Q payouts were...
Assessing Midstream’s ESG Journey So Far
As environmental, social, and governance (ESG) factors continue to gain popularity with the broader investment community, sustainability reporting is becoming more commonplace among midstream...
Steady Midstream EBITDA Outlooks Contrast with Performance
With 2Q20 midstream earnings season wrapping up last week, the focus has been primarily on the outlooks for MLPs and midstream companies with investors keyed in on the ongoing recovery in energy...
Midstream/MLP 2Q20 Dividends/Distributions Hold Steady
After a slew of cuts with 1Q20 payouts, the stability of midstream dividends and distributions for 2Q20 may have been a pleasant surprise to some, particularly in light of stubbornly high yields in...
Getting Real: The Case for Investing in Real Assets
Real assets are a unique asset class with several factors that set them apart from traditional financial assets like equities and fixed income. Most investors are familiar with using precious metals,...
Pipelines vs. Power: Comparing Midstream/MLPs to Utilities
With the US 10-year Treasury rate still within striking distance of its all-time low, the search for yield has intensified for income seekers. Investors have historically turned to energy...