YGRN - MLP Insights Q4 2020: Macro Improvements Drive Midstream

• Many macro and political overhangs lifted by the end of Q4, with optimism about the re-opening economy driving Energy sector gains.
• Value sectors like Energy shined as the economy rebounded, and small cap and cyclical sectors became market leaders.
• With rising inflation, midstream equities offer an attractive potential income stream due to high yield spreads compared to most other asset classes.
• The Energy sector outlook is compelling as macro fundamentals strengthen and an infrastructure bill is discussed.

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