Energy infrastructure: Valuations low, fundamentals sound
More of our insights
Energy market commentary: October 2020
Equity markets declined for the second straight month amid the ongoing pandemic and lack of U.S. fiscal stimulus, as a new surge in coronavirus cases has put a damper on the energy demand recovery.
Energy market commentary: September 2020
Broad equity and credit markets pulled back in September, and energy markets followed suit.
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: 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: 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.
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.