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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: June 2021

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

Energy market commentary: June 2019

The energy sector rebounded in June alongside crude oil and broader equity markets. OPEC+ agreed to extend production cuts into 2020, a positive tailwind for crude prices.

Energy market commentary: June 2018

Energy sector on solid footing. Oil price fundamentals remain supportive for midstream.

Energy market commentary: July 2021

Capital discipline today could set up energy producers for solid cash flow in the future.

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: 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: January 2021

January marked a strong start to 2021 for the energy sector.

Energy market commentary: January 2019

Energy markets recovered meaningfully as oil prices bounced back from December lows. Oil prices were supported by OPEC+ production cuts and U.S. sanctions on Iran and Venezuela. The wave of MLP simplifications is in its later stages and may be a positive for investors going forward.

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.
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