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Energy infrastructure: Valuations low, fundamentals sound

Why midstream may be an attractive space in today's expensive market.

Energy market commentary: August 2020

Despite stock prices that remain well below early 2020 levels, midstream earnings expectations have held up well.

Credit market commentary: August 2020

Credit markets climbed steadily higher throughout a relatively quiet August, with HY Bonds and Senior Secured Loans returning 0.98% and 1.49%, respectively. Interest rates rose throughout the month following the Fed’s inflation policy shift, sending the duration-sensitive Barclays Agg down -0.81%.

Meet the new Fed policy: Low interest rates for years to come

Read an analysis of the Fed’s framework review announcement, and what it means for investors now and moving forward

Tech powered the S&P 500 to a new high. What’s next?

Stocks’ astounding rally has been fueled by the tech sector. Our chart looks at tech’s concentration in the S&P 500 and what it means for investors.

Rates, edging higher, could put bond returns at risk

With inflation stirring, rates caught investors’ attention this week. Our chart looks at the tough position rising rates could put bond investors in.

The calm before the (next) storm?

Options markets suggest investors shouldn’t forget about defensive investments.
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