Donald Trump's support for the controversial Dakota Access and Keystone XL pipelines could have unintended consequences for the energy sector: increased state and local opposition to much-needed infrastructure, especially on the East Coast.
Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.
Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
The implications of the US economy moving into a period of stronger growth, faster inflation and rising rates shouldn’t be overlooked. And neither should the newest addition to the portfolio, an addition whose business goes from headwind to tailwind in this new environment.
This year will be a good year US equity investors, but only if you take an active approach. In that vein, we’re booking profits on one portfolio member and cutting another to hold–protecting profits as sentiment and growth shifts.
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