CTR

How Hurricanes Can Impact The Energy Sector

Hurricanes in the Gulf of Mexico can interrupt offshore energy production, which can be supportive for oil prices. Hurricanes pose a risk to energy assets along the Gulf Coast. Exports and offshore pipelines can be impacted. Refineries may shut down or reduce rates during hurricanes, leading to higher gasoline and diesel prices.

ClearBridge International Value Strategy Q2 2024 Commentary

ClearBridge International Value Strategy underperformed in the second quarter of 2024. Emerging markets were the best-performing region, with strong performance in China and India. International markets declined slightly due to an increase in political uncertainty from a record number of elections and slowing growth in the global economy.

Weekly Report: what happened at CTR last week (0715-0719)?

ClearBridge Mid Cap Strategy Q2 2024 Commentary

ClearBridge Mid Cap Strategy underperformed its benchmark in the second quarter of 2024. Seven of the 11 Russell Midcap Index sectors posted negative returns and a -3.35% decline for the overall index. The second quarter was a challenging one for the mid cap market as investors focused on a handful of AI and bitcoin beneficiaries.

FERC's Oil Pipeline Index And Rising Pipeline Rates

EMO: An Alternative Way To Play This Fund With Capital Gains Potential

ClearBridge Energy Midstream Opportunity Fund focuses on midstream master limited partnerships and corporations, offering high yields and stable cash flows. The EMO closed-end fund's current 6.50% yield is higher than most equities, but lags many of its peers in terms of yield. The fund is in the process of merging with other ClearBridge energy infrastructure funds. Shares of the fund have appreciated by 79.64% over the past three years.

Weekly Report: what happened at CTR last week (0708-0712)?

Undercovered Dozen: Evergy, Navitas Semiconductor, Whirlpool And More

Home Stock Ideas Quick Picks & Lists Undercovered Dozen: Evergy, Navitas Semiconductor, Whirlpool And More. This edition of the 'Undercovered' Dozen highlights twelve ideas from June 28th - July 11th on stocks with limited coverage. Newmont Corporation and Teck Resources are highlighted as a pair trade in the Industrials space. Evergy faces risks in the AI data center market, but could benefit from chip proliferation.