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Energy market commentary: April 2021

The composition of oil supply and demand has shifted significantly over the past year.

Energy infrastructure: Valuations low, fundamentals sound

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

Embracing energy market volatility

Energy investing means expecting – and even exploiting – volatility. Knowing how to take advantage of opportunities across energy market cycles can help investors meet their long-term goals. CIO Mike Kelly explains how to make the most of volatility.

Embrace alternatives or potentially be left behind

A new strategy note from Chief Market Strategist Troy Gayeski

Elections and lockdowns and vaccines: Are we there yet?

How the whirlwind of news headlines will impact the economy and markets

Election delivering a return to slow, low growth?

Stocks jumped this week, but rates’ decline points to an economic slog ahead. We look at what a slow recovery would mean for investors.

Election anxiety comes into focus for markets

This week’s chart highlights perceived market drivers over the next 30 days. Notably, the downside drivers outweigh the upside.

Election 2024—Congress matters

Head of Public Policy Jason Cole and Chief Economist Lara Rhame delve into the status on the election with just over one month before election day.
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