Powering your portfolio with infrastructure investing
See how infrastructure investing—utilities, energy, telecoms, REITs, and industrials—helps turn life’s necessities into a stabilizing force for portfolios.
Viewpoints about energy sector
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10 need-to-know facts about the bull market’s 10th anniversary
As the bull market turns 10, it has plenty of stories to tell—including a near-death experience. Learn 10 facts about its record run and its impact on equity investing.Read more -
Infrastructure and other enduring assets complement stocks and bonds
Compelling investment opportunities have become harder to find. See why infrastructure and other enduring assets, such as water networks, power plants, and pipelines, are worth a closer look today.Read more -
Relative price and profitability effects in equity sector returns
Our analysis suggests that it’s possible to pursue the value and profitability premiums at the equity sector level in an integrated manner.Read more -
The energy sector still requires caution and patience
Oil producers face a long struggle to adapt their capital intensive business models to the realities of low cost oil, constraining an already narrow set of equity opportunities within energy.Read more -
Supermajor energy companies provide opportunity amid turmoil
Despite the uncertainty of oil prices, there's an argument to be made that improving cash flows and compelling valuations make supermajor energy companies attractive at today’s prices.Read more -
Indiscriminate selling has created buying opportunities in high yield
While the challenges faced by issuers in the energy space are significant, the sell-off across the high-yield market has led to opportunities in some attractively priced companies.Read more
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