MHI Blog

MHI Blog

 

Midstream Marvels: An ETF Strategy for the Low-Rate Landscape Webinar Recap
2021-05-04 14:11 UTC

In today’s market, midstream is one of the few asset classes that continues to provide high yields—significantly higher than the broader market, traditional income-equity sectors such as utilities and REITS, corporate bonds, or treasuries.

Midstream energy companies are yielding over four-times the S&P 500’s yield, a wide spread relative to most of history.

The yield in midstream is also higher than its own history, although it has come in since the volatile 2020 period, which is to be expected. Given trends towards financial discipline in the sector, we believe today’s high yield is well supported. We also view midstream energy’s high yield as diversifying within a client’s income portfolio.

In the recent webcast, Midstream Marvels: An ETF Strategy for the Low-Rate Landscape, John Cusick, Portfolio Manager and Research Analyst, discusses:

  • What is midstream energy?
  • How does midstream’s high current income compare to other asset classes?
  • How is midstream benefiting from financial discipline and better alignment with shareholder interests?
  • How can Miller/Howard be an ESG manager in the energy sector?
  • What is the outlook and opportunity in midstream energy?

Watch: Midstream Marvels: An ETF Strategy for the Low-Rate Landscape 


   

 

Content mobilized by FeedBlitz RSS Services, the premium FeedBurner alternative.