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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
Monthly Covered Call Commentary: September 2025
Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
Infrastructure & Environment
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Articles
Exploring a range of subjects as diverse as our product lineup.
Manufacturing Revival Creates Tailwinds for U.S. Infrastructure Spending
Oct 15, 2025 •
By
Madeline Ruid
The U.S. manufacturing footprint is expanding, potentially creating significant opportunities for companies across the infrastructure value chain.
Why Global Infrastructure? Why IPAV?
Jul 15, 2025 •
By
Madeline Ruid
Infrastructure development is key to early-stage economic growth and the integration of disruptive technologies, creating potential opportunities for investors.
America’s Infrastructure Report Card in 2025: Still Behind, Still Underfunded
Apr 25, 2025 •
By
Madeline Ruid
U.S. Infrastructure increased to a C overall grade in the latest report card, but more investments are likely needed to see further improvements.
Four Companies Supporting America’s Electrification
Mar 19, 2025 •
By
Madeline Ruid
and
Pedro Palandrani
Growing power demand and shifting grid dynamics in the United States are creating opportunities for companies across the electric value chain.
Midstream & MLP Insights: Beyond the Permian, the AI and LNG Trends Driving Natural Gas
Feb 05, 2025 •
By
Kenny Zhu
The midstream sector could benefit from a number of tailwinds, including rising demand for electricity and liquified natural gas exports.
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