JHME News and Press, John Hancock Multifactor Energy From 05/11/22

Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation. In light of Russia’s invasion, we developed a framework for thinking about the economic impact of the conflict on the e...

Valero is improving its business faster than I expected, as it benefits from strong domestic and international demand as well as high margins. Dividend growth investors are in a terrific spot as the company's balance sheet is recovering quickly, leaving room for high dividend growth a...

Some astute stock market observers are pointing out that due to inflation, a massive P/E compression is now underway. You can’t have a negative quarter when nearly all the constituent components of GDP are rising. Small businesses appear to be incurring a higher "quit" rate...

T-note futures took out lows going back to 2011 last night, extending the free fall that began just two months ago. It’s not just the price action of Treasury futures that has us spooked; it’s also what some key commodities are telling us. How long will it be before ...

Targa Resources reported strong first-quarter results on the financial and operational fronts. In recent months, management has proven superb at allocating capital for shareholders. Investors should use the selloff to buy TRGP shares. For further details see: Targa Resou...

There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...

When it comes to oil and gas, supply can be effectively controlled, but its cousin "demand" will rear its stubborn head for decades. Thanks to years of nagging by Wall Street, Oil and Gas are among the most shareholder-friendly industries. Investing in Natural Gas through midstrea...

ONEOK's results overall showed the stability that we have come to expect from it in addition to showcasing some growth potential. ONEOK's primary operating area in the Williston Basin is seeing strong natural gas production growth, which we can see in the company's volumes. ONEOK ...

European Commission President Ursula von der Leyen proposed a complete import ban on all Russian oil as part of the EU’s latest sanctions package. Russia’s oil exports are typically worth more than twice as much as its gas exports, and the EU is the destination for nearl...

Petrobras talks about wanting to replicate Exxon Mobil's Guyana assets, just go straight to the source. The company is building up its upstream and integrated asset portfolio increasing margins. The company will be earning $10s of billions in profits which it can utilize for share...