Steven de Vries’ Post

Who allocates to and pays for long-term #underperformance? Cohen & Steers announced on April 2 the launch of the Future of Energy Strategy which according to the company is a transition of the fund formerly known as Cohen & Steers MLP & Energy Opportunity Fund (NYSE: MLOIX). The fund has underperformed its stated benchmarks (the fund has had three different versions of benchmarks since launch ca 10 years ago, one for only 20 months) pretty much continuously over 1yr (-2.6%), 5yr (-2.64% pa), 10yr (-2.23% pa) and since inception (-1.94% pa), significant long-term underperformance. According to the press release... "We believe a dynamic, actively managed portfolio with investments that span the full energy investment universe should provide investors with a superior allocation to the sector. Our strategy is grounded in a fundamental view on how the industry will evolve and driven by allocations between traditional and alternative energy as well as alpha from stock selection amidst secular change." ... "The Fund continues to be managed by portfolio managers Tyler Rosenlicht and Ben Morton and is supported by a team of 10 investment professionals who specialize in covering the energy sector across listed infrastructure, natural resource equities and sustainable investments."   In addition, the Fund’s benchmarks will also change again(!) to the S&P Energy Select Sector Index and the company's own it seems, Cohen & Steers Energy Aggregate Blend Price Index (!)... Who allocates to and pays for long-term underperformance? #realassets #listedrealassets #alpha #allocations #energy #performance

In this episode of Shifting Energy, Thalia Hayden at ETFguide talks with Edward C. Coyne and Steven Schoffstall about the #copper growth story, what's driving it and the investment opportunities now and ahead. https://lnkd.in/gnE_jWNd

𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐢𝐠𝐧𝐨𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐫𝐢𝐬𝐞 𝐢𝐧 𝐜𝐫𝐮𝐝𝐞 𝐨𝐢𝐥 𝐦𝐚𝐲 𝐛𝐞 𝐦𝐢𝐬𝐬𝐢𝐧𝐠 𝐨𝐮𝐭 𝐨𝐧 𝐚 𝐠𝐮𝐬𝐡𝐞𝐫 𝐨𝐟 𝐩𝐫𝐨𝐟𝐢𝐭𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞𝐢𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬. If you are involved in portfolio management and investment advising with some focus on the energy sector you must read this article with insightful advice from successful seasoned advisers like Tyler S. Rosenlicht of Cohen & Steers, Cyrus Amini, CFA, Esq. of Helium Advisors, Tom Graff of Facet and Nathan Wallace of Savvy Wealth.

Explore the evolving landscape of the utilities sector and uncover the emerging opportunities that are transforming the industry. From renewable energy advancements to smart technologies, this video delves into the key trends and innovations driving growth and investment potential in the utilities market. http://spr.ly/6005gpkTd

I Voted. Did You? Voting is simple. Click the link below, find the Asia-Pacific categories, and cast your vote for Brookfield Asset Management in both the "DEAL OF THE YEAR" and "ENERGY TRANSITION DEAL OF THE YEAR" categories. Link Below.

Energy capital markets remain active, poised to surpass 2023's capital raising activity. Raymond James stands as a pivotal underwriter in the space, currently leading the league tables year-to-date in total dollar volume and offerings. The sustained demand from investors, both energy dedicated and generalists has resulted in a meaningful backlog and optimistic expectations for future activity. View our recently published Energy Capital Markets update, which delves into Raymond James' recent activity, performance trends, trading metrics, and equity underwriting within the traditional energy landscape.

Check out this article by Danie Pretorius, Equity Analyst, Coronation Fund Managers, discussing how in multiple industries and use cases, the energy mix is undergoing structural change. https://lnkd.in/dR7wvhfs

Industry experts Craig Golden of Nepsis, Inc., Will Sterling of TritonPoint Wealth, and John Loyd, CFP®, EA, MBA from The Wealth Planner. weigh in on the outlook for oil and natural gas stocks in the second half of 2024. Discover their predictions amidst shifting market dynamics. https://hubs.la/Q02GnTLQ0 #EnergyInvesting #OilandGas #FinancialForecast #InvestmentStrategy

House of Funds: UK and US equities – an overview David and Frank compare the fortunes of the S&P500, #FTSE100 and #FTSE250. Where are the UK’s tech stocks? They also discuss the performance of the #property and #renewables sectors during March.

The Best Energy ETFs: A Guide for Investors