Hello, I am Tortoise Managing Director and Portfolio Manager Rob Thummel with this week’s Tortoise QuickTake podcast.
Last week, we released our Halftime Analysis of the U.S. Energy Sector. The highlights of the report are as follows. First, the energy infrastructure sector and utilities are leading the charge in terms of performance across the energy sector. Energy infrastructure extended its lead last week rising by approximately 1% and is now up over 22% year-to-date. In general, yield-oriented equities are performing well given the sharp decline in the 10-year Treasury yield. Oilfield services stocks