Energy market commentary: April 2019
Energy space mostly flat in April | How high are midstream correlations?
Credit market commentary: April 2019
Leveraged credit rises in April | Leveraged credit yields tighten, loans trade tight to high yield
Energy market commentary: March 2019
March closes out a stellar Q1 for energy | Is there still upside for midstream?
Credit market commentary: March 2019
Treasury rates fell following the Fed’s dovish tone at their March meeting, boosting the more duration-sensitive Barclays Agg.
Energy market commentary: February 2019
Energy markets continued to bounce back from Q4 lows. Oil prices rose moderately as OPEC has started to implement planned production cuts. Q4 midstream earnings were generally solid and investors may finally be getting comfortable with the space.
Credit market commentary: February 2019
Credit markets continued their fast start to the year, posting solid returns in February. The duration-sensitive Barclays Agg declined modestly, underperforming credit indices.