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VettaFi’s Stacey Morris highlights appeal of Alerian Midstream Energy Dividend ETF

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Manage episode 485637375 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive about the performance and growing investor interest in the Alerian Midstream Energy Dividend ETF. The ETF tracks a dividend-weighted index of U.S. and Canadian midstream energy infrastructure companies and U.S. master limited partnerships. Morris emphasized that midstream companies, which manage the transportation, storage, and processing of oil and natural gas, generate more stable cash flows than other energy sectors. This is due to their fee-based business model and long-term contracts. She outlined three key reasons investors are allocating capital to midstream including positive growth trends in North American natural gas demand, the defensive nature of midstream assets during oil market volatility and an attractive dividend yields that surpass those offered by utilities and REITs. Morris noted that midstream offers exposure to natural gas infrastructure without the price volatility of the commodity itself. She added that Q1 2025 results showed resilience, with companies reaffirming EBITDA guidance. Growth opportunities in the sector are centered around natural gas and natural gas liquids, particularly through LNG exports and increased electricity demand. Midstream firms are expanding infrastructure from production to export, supported by long-term contracts and appealing returns. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGasDemand #StaceyMorris #EnergyInfrastructure #AlerianETF #OilPrices #LNG #InvestorInsights #CommodityMarkets #EnergyMarketUpdate #DefensiveInvesting #ProactiveInvestors
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605 episodes

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Manage episode 485637375 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive about the performance and growing investor interest in the Alerian Midstream Energy Dividend ETF. The ETF tracks a dividend-weighted index of U.S. and Canadian midstream energy infrastructure companies and U.S. master limited partnerships. Morris emphasized that midstream companies, which manage the transportation, storage, and processing of oil and natural gas, generate more stable cash flows than other energy sectors. This is due to their fee-based business model and long-term contracts. She outlined three key reasons investors are allocating capital to midstream including positive growth trends in North American natural gas demand, the defensive nature of midstream assets during oil market volatility and an attractive dividend yields that surpass those offered by utilities and REITs. Morris noted that midstream offers exposure to natural gas infrastructure without the price volatility of the commodity itself. She added that Q1 2025 results showed resilience, with companies reaffirming EBITDA guidance. Growth opportunities in the sector are centered around natural gas and natural gas liquids, particularly through LNG exports and increased electricity demand. Midstream firms are expanding infrastructure from production to export, supported by long-term contracts and appealing returns. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGasDemand #StaceyMorris #EnergyInfrastructure #AlerianETF #OilPrices #LNG #InvestorInsights #CommodityMarkets #EnergyMarketUpdate #DefensiveInvesting #ProactiveInvestors
  continue reading

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