By John M. Devir | We believe the trend to simplify complex corporate structures strengthens the case for investing in MLPs and in midstream energy more broadly.
Short-term yields look much more attractive than many stock dividends and longer-dated fixed income instruments.
By Tiffany Wilding | We believe 2018 may be the year that challenges preconceptions about the equity/inflation correlation, and the market’s reaction to April’s soft inflation readings seems to bear this out.
By Greg E. Sharenow | The ultimate impact will depend on Russia and OPEC’s responses to rising prices and tightening supplies.
By Andrew Bosomworth | Europe’s unconventional monetary policies and low levels of interest rates are likely to persist.
We expect the recent rise in oil prices to be a modest headwind to U.S. economic activity while supporting inflation.
By Nicola Mai | Economic growth and moderating political views may allay concerns.
By Tiffany Wilding | The May statement emphasized the symmetry of the Fed’s 2% inflation target and indicated that the Fed’s baseline outlook remains for two or three additional interest rate hikes in 2018.
By Tony Crescenzi | The 10-year U.S. Treasury yield broke 3% recently to much fanfare.
With trade policy, geopolitics and emerging markets currently top-of-mind for many investors, the spring meetings were especially relevant.
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