Energy market commentary: April 2018
Energy markets broadly rebounded in April on the heels of increasing commodity prices and improving fundamentals.
Energy market commentary: March 2018
While business fundamentals for the energy sector remain generally supportive, investor sentiment, especially for MLP and midstream equities, remains particularly negative. This has resulted in historically cheap valuations for energy infrastructure.
Energy market commentary: February 2018
Supply/demand balances are on healthy footing, oil prices have risen, North American assets are among the most globally competitive at current oil prices, and valuations for energy companies appear attractive relative to the broader market.
Energy market commentary: January 2018
The fundamental conditions for the Energy sector have generally strengthened over the past year and this may have positive implications for investors in the sector.