03.12.2025
Uncertainty Fuels Meltdown in U.S. Equities
Entering 2025, investors were overwhelmingly bullish on the outlook for U.S. equities. Positive sentiment was fueled by the perceived benefits…
Since our last Master Limited Partnership (“MLP”) newsletter in 2011, the MLP market has grown from $220 billion to $437 billion as of September 2014. Investors have been on a “search for yield” over the past few years and the MLP space has proven to be an attractive investment with high yields and attractive growth opportunities. In the past, investing in MLPs has traditionally come with complicated tax related issues, which have often deterred institutional investors. As institutional interest continues to expand into the MLP space, however, institutional-friendly products have emerged. This newsletter takes a look at some of the recent developments in the MLP space and examines the channels by which investors can access MLPs in a tax efficient manner.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
03.12.2025
Entering 2025, investors were overwhelmingly bullish on the outlook for U.S. equities. Positive sentiment was fueled by the perceived benefits…
02.19.2025
By now, readers likely know that large-cap equities propelled the U.S. equity market higher in 2023 and 2024, as the…
02.13.2025
The new year brings a new political administration with fresh approaches and drastically different perspectives on topics ranging from immigration…
01.23.2025
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
01.02.2025
This video is a recording of a live webinar held January 16 by Marquette’s research team analyzing 2024 across the…
12.31.2024
This week’s chart details each calendar year return for the S&P 500 Index dating back to 1928, with consecutive 20%+…
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