Is it Time to Sell Energy MLPs?
We don’t think so. Investors with allocations to energy MLPs (master limited partnerships) may want to maintain existing allocations, despite their recent poor performance and the proposed regulatory changes impacting interstate pipelines.
March 2018
Is There Still a Case for Including Traditional Private Energy Managers in Portfolios?
Yes. Although investors do need to be mindful of the long-term transition occurring in energy markets, we don’t believe that mindfulness should preclude new investments in top-quality traditional private energy managers.
October 2017
Private Energy: Deserving a Place
The potential for strong performance and use as a diversifier give private energy investments merit as part of portfolios.
September 2017
Do Real Estate Lending Funds Deserve a Place in Investor Portfolios?
Commercial real estate lending funds represent an opportunity for investors worried about real estate valuations to move up the capital stack yet still earn an attractive return.
September 2017
Will the US Withdrawal from the Paris Climate Accord Boost the Prospects for Investments in Energy?
No. Market forces and technological innovation have been far more impactful on the energy sector than environmental regulations. Investors should maintain exposure to private energy and publicly listed energy equities, rather than view this event as a reason to overweight energy exposure. The Paris climate agreement was nonbinding, and, by itself, did very little to […]
June 2017
Digging In: Assessing the Private Infrastructure Opportunity Today
New private infrastructure fund investors can find value in carefully evaluated managers and strategies, but they should ratchet down return expectations relative to years past.
June 2017
Is Now the Time to Invest in Real Assets?
In a word, yes, albeit slowly and selectively. Since the US presidential election, the market appears to be pricing in renewed expectations of growth and inflation, both of which have the potential to positively impact real assets in the medium term. Though it’s unclear exactly how the new administration will proceed, the prospect of policy […]
February 2017
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