Blog
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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
Picking The Right MLP
Barron’s published a panel discussion on MLPs this past weekend. The panelists debate whether MLPs are still attractively valued or not and their sensitivity to rising rates. Although MLPs have been very strong this year, with our MLP Strategy +23% year-to-date, we continue to think that distribution yields of 5-6% and conservative growth prospects of 4-6% […]
Recent Reuters Interview on Bonds
http://in.reuters.com/video/2013/07/23/wealth-strategies-avoid-all-fixed-income?videoId=244354762
Bonds Are Not Forever
Later this month John Wiley will release Bonds Are Not Forever; The Crisis Facing Fixed Income Investors. Some might say that one book is enough for anybody to write, but I must confess the experience following release of The Hedge Fund Mirage in late 2011 was sufficiently positive that I decided to indulge my audience’s […]
U.S. Equity Returns Lead The Way
Outside of managing SL Advisors and writing books I chair two investment committees for local non-profit organizations. In reviewing returns for the first half of 2013 for one of them I was surprised at how U.S.- centric investment returns have been this year. Our benchmark is 50% Developed Market Equities, 20% Emerging Market Equities, 20% […]
The Unsteady States of America
The Economist has informative coverage of the developing public pension crisis using Detroit’s bankruptcy filing as an illustration. It’s well worth reading. The issue is not going away.