Insights

Energy

Energy infrastructure: Valuations low, fundamentals sound

Why midstream may be an attractive space in today's expensive market.
Showing 1–6 insights out of 36 results
Energy market commentary

Energy market commentary: August 2020

Despite stock prices that remain well below early 2020 levels, midstream earnings expectations have held up well.

Energy market commentary

Energy market commentary: July 2020

The rebound in energy markets has sputtered over the past two months. Global crude production is likely to increase in the coming months, which could test oil prices previously stabilized by unprecedented supply cuts.

Energy market commentary

Energy market commentary: June 2020

Concerns over spikes in COVID-19 cases weighed on energy sentiment in June. As global crude supply remains muted, further recovery in oil prices hinges on the return of demand in the U.S., the world’s largest energy consumer.

Chart of the week

A quick roundtrip: yields return to pre-COVID levels

Back to low or no yield? Our chart looks at why fixed income investors need to look outside of traditional markets for competitive opportunities.

Energy market commentary

Energy market commentary: May 2020

Midstream led a continued recovery for the broader energy sector in May. While falling production volume is a negative for midstream, many firms have protections in place to help mitigate impacts.

Energy market commentary

Energy market commentary: April 2020

The energy sector rebounded in April along with the market. Midstream was the top performer in the energy sector, with MLPs posting a record monthly return. WTI futures went negative for the first time ever amid an unprecedented demand shock brought on by COVID-19.

Showing 1–6 insights out of 36 results

Search our site