MLPA News and Press, Global X MLP From 11/01/23

2023-11-01 13:17:06 ET Summary Breakeven inflation rates in the 5-10-year range have been rising despite weak oil prices. Morgan Stanley suggests that energy stocks and tax-favored MLPs perform well in this environment. The Global X MLP ETF remains a compelling buy with a stro...

2023-10-28 08:00:00 ET Summary Higher interest rates have challenged many income investment categories this year, but yield will likely remain appealing to investors given broader market uncertainty. Among income investments, MLPs stand out for both generous yields relative to bon...

2023-09-27 13:19:57 ET Dividends perform well in the late cycle, but the macro environment can change the outcome of returns, according to Morgan Stanley. The brokerage’s 2023 Dividend Playbook, published Wednesday, highlighted why its strategists prefer high dividend yield stock...

2023-09-21 07:45:00 ET Summary Both Enterprise Products Partners and Plains All American Pipeline offer investors high yields and investment grade credit ratings. EPD has a better long-term track record, but Plains has massively outperformed EPD over the past three years. We c...

2023-09-13 08:00:00 ET Summary Enhanced incentives in the Inflation Reduction Act are making more carbon capture projects a near-term reality, and midstream companies are playing key supporting roles. Exxon has signed a 25-year agreement with EnLink for the transportation of captu...

2023-09-06 08:00:00 ET Summary After years of hefty spending to facilitate tremendous US energy production growth, midstream companies are reaping cash flows from past projects and spending a lot less, leading to excess cash. Large midstream companies are expected to generate bill...

2023-08-30 08:00:00 ET Summary Utilities and midstream can provide similar portfolio benefits and may be found together in the income or real asset sleeves of portfolios. A long-term correlation between utilities and midstream/MLPs is relatively low at around 0.3, highlighting imp...

2023-08-23 08:00:00 ET Summary Nine constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $1.1 billion on equity repurchases in 2Q23. Corporations were more active with buybacks this quarter than MLPs, with some companies prioritizing other uses of capit...

2023-08-19 21:57:54 ET Summary The dividend factor has been volatile, but high-dividend equities are catching a relative bid as market volatility returns. The Global X MLP ETF is upgraded to a buy due to its low valuation, high yield, and better price action compared to the broade...

2023-08-11 02:20:00 ET Summary Investment-grade energy companies face material financial risk from the energy transition, driving our engagement to assess their positioning. We regularly engage with companies to communicate our belief that issuers should provide robust environment...