Stacey Morris, CFA & Director of Research at Alerian met with Julie Cooling Founder & CEO, RIA Channel to discuss how advisors can enhance portfolio returns with an allocation to midstream.
In today’s low-yield environment, income can be especially difficult to find. Even REITs and utilities sectors are currently yielding well below their 10-year average, by comparison, midstream offers investors the potential for generous income around 8%.
Other midstream benefits include real assets exposure, inflation protection, as well as diversification of broad market exposure. Alerian provides advisors with the indexing, data, and research they need to successfully analyze the energy and master limited partnership (MLP) asset classes. MLPs within the energy infrastructure space are designed to offer investors income potential, diversification and certain tax advantages.
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Stacey Morris is the Director of Research at Alerian and S-Network Global Indexes. Combined, the firm serves the global investment community through indexing, benchmarking, specialty research and calculation services. Morris has over 10 years of experience in financial services. In her current role, Morris leads the research team across the organization to create timely and relevant research with a focus on energy infrastructure, broader energy, income, and thematics. Morris is also a firm spokesperson with frequent contributions to multiple press outlets and regular participation in client events.