Following the hawkish comments from Jackson Hole, it seems like the dynamic seen for much of 2022 is set to continue (i.e., rising interest rates to combat high inflation).
Several companies across the energy infrastructure landscape were active with their repurchase programs in 1Q22, albeit at mostly modest amounts. Energy infrastructure companies repurchased $370 million of their equity in aggregate during the first quarter of 2022. Combining the last four quarters, energy infrastructure companies have spent $2.1 billion on equity repurchases. The energy infrastructureRead More
With the volatility in markets, investors may be reexamining their portfolios and reconsidering certain allocations. For investors that rebalanced their portfolios at the end of 2021, much has changed in a relatively short timeframe.