Real assets, including energy infrastructure, offer a number of portfolio benefits, but may be best known for providing an inflation hedge. Beyond real asset exposure, MLPs/midstream typically have ...
Since the inflation spike of 2022, most energy investors have focused on upstream oil and gas producers like ConocoPhillips (ticker: COP) or direct exposure to commodity futures. That makes sense if ...
We think master limited partnerships can be effective, if not better, at delivering inflation protection. We believe MLPs stood out in 2022 largely because of two structural traits that mattered when ...
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