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Feature Articles

New Energy

By Elliott H. Gue on Jan. 19, 2017
The big story for energy markets in the first half of 2017 will be a stronger-than-expected surge in US shale oil production that keeps the lid on global oil prices. To take advantage, we’re adding a midstream processing and pipeline company to the portfolio.

The Wild World of REITS

By Roger S. Conrad on Jan. 19, 2017
We remain cautious on US real estate investment trusts because of lofty valuations. But this group encompasses a wide range of business models, from commercial and multifamily properties to telecom assets and data centers. In addition to our existing Portfolio holdings, our survey of the space uncovered two REITs with the right business models, valuations and growth prospects.

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