With capital flowing back to the U.S., emerging markets must adjust to a new world order.
MLP earnings season was better than expected with a 9.7% increase in EBITDA from 2Q18.
Midstream energy stands to benefit as the United States becomes one of the largest LNG exporters.
We think FERC's update to previous policy orders are positive for the asset class.
Additional tariffs could destabilize markets and promote inflation and slower growth.
Investors may need to prepare for a return to higher – and more historically normal – levels of market volatility.
We believe the energy sector is broadly healthy and poised for increased investment.
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.