Market Commentary: Reflecting on One Year into Russia’s Invasion
THE IMPACT ON ENERGY ONE YEAR INTO RUSSIA’S INVASION OF UKRAINE Nearly a year ago on February 24th, Russia invaded Ukraine and...
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Yves Siegel
- May 20, 2021
Market Commentary: The Midstream Energy Sector; A Value Play in Energy Transition
In Our View: The Midstream Energy Sector Can Re-Rate Higher The midstream energy sector has the potential to re-rate higher if investors...
Yves Siegel
- Feb 17, 2021
Market Commentary: Reality vs. Bad Optics
Energy is leading the market higher in 2021 and our Infrastructure Income Strategy is a major beneficiary. Our Portfolio returned 4.1% in...
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