We think a broad shift from MLPs to C corps across the category is unlikely.
Our view on the impact of the changes on master limited partnerships.
Over long-term periods, MLPs have not meaningfully correlated with interest-rate moves.
Industry fundamentals indicate improving growth potential for the U.S. energy sector.
Retailers are discovering that, to compete today, they need to do more with less.
MLPs and Midstream operators are likely to benefit from normalizing energy markets.
European discounters are pressuring grocers, CPG companies and grocery-anchored REITs.
Growth opportunities exist in the U.S. energy industry, even with oil at $50 a barrel.
A China credit growth slowdown could have implications for GDP growth there and globally.