Energy market commentary: August 2018
Upstream and integrated oil companies struggled in August while midstream performance was mixed. MLPs continued their strong run as sentiment has turned more positive. Positive fundamentals drove solid Q2 earnings for many midstream companies.
Energy market commentary: July 2018
Despite a moderate decline in oil prices, July was another positive month across the energy sector. Midstream equities were the top performers for the month, with MLPs in particular rallying. A revised regulatory ruling from FERC contributed to a positive backdrop for the midstream sector.
Energy market commentary: June 2018
Energy sector on solid footing. Oil price fundamentals remain supportive for midstream.
Energy market commentary: May 2018
The energy market saw its second straight positive month with the AMZX and AMEIX outperforming both S&P Energy and HY Energy.
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.