Stacey Morris, Director of Research, Alerian and a team of industry experts weigh in on the current state of the energy infrastructure sector, expectations for the rest of 2020, and review potential implications of election outcomes and policy changes.
Since oil prices briefly went negative in April of 2020, oil demand has seen a stable and gradual uptick. Despite COVID-19’s initially devastating impact on gasoline demand, the quicker than expected recovery has driven MLP and Midstream company stock prices to rebound since their march 18th all-time lows. Both the Alerian MLP ETF (AMLP) and Alerian Energy Infrastructure ETF (ENFR) have closely followed market trends and are benefitting from strategic adjustments made before the market collapse in 2020. They are expected to recover as the industry as a whole stabilizes in the following months. Ultimately, the lingering effects of COVID 19 and federal reserve policy has created unique opportunities for the energy sectors investor.
Investors can diversify their portfolio with exposure to real assets. Energy infrastructure companies, in particular, aim to generate inflation-protected cash flows under long-term contracts. 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. SS&C ALPS Advisors has been championed for its expertise in the ETF space since 1995. It is a subsidiary of SS&C Technologies Holdings, the world’s largest hedge fund and private equity administrator.
To learn more, register for ALPS’ webcast: Energy Investing Roundtable: Commodities, Clean Energy and MLPs.
The presentation will cover:
- Recent headlines and the impact on the industry
- Inflation expectations and the Federal Reserve policy change
- Updated company outlooks, including dividend distribution expectations
- Third-quarter earnings expectations and what they mean for the fall
- Fund updates on the Alerian MLP ETF (Ticker: AMLP), the Alerian Energy Infrastructure ETF (Ticker: ENFR), the ALPS|CoreCommodity Management CompleteCommodities Strategy Fund (Ticker: JCRIX), and the ALPS Clean Energy ETF (ACES)