IGOV - Capturing Income In The Current Market Environment

• Central banks, the Federal Reserve in particular, have really pivoted its policy approach to let inflation, if it were to start to pick up, to let it run a little bit hotter than maybe they have in prior cycles.
• Each energy cycle, I think, has played a part in influencing how investors think about allocating capital or investing capital in the sector, the type of returns needed, but also the life cycle of that investment period.
• As we've experienced the different challenges over the last several decades, one thing that I think that's really run clear is, and I think resonates significantly in the experience we're having now in these markets, that reacting to the situation around us from a longer-term viewpoint.

For further details see: