WisdomTree
June 05, 2018
WisdomTree launched its first ETFs in June of 2006, pioneering the concept of fundamental weighting. WisdomTree sponsors distinct ETFs that span asset classes and countries around the world.

The Risks and Opportunities in US Energy Infrastructure

Last week’s “Behind the Markets” podcast focused on opportunities and risks in the U.S. energy infrastructure space, with two great guests: Simon Lack of SL Advisors and Bill Stone, Chief Investment Officer at Stone Investment Partners. 

 

 

In this conversation we touched on:

 

  • The disconnect between U.S. energy infrastructure fundamentals , what we have accomplished in the U.S. and the sector’s performance; that is to say, how the U.S. is already an exporter of natural gas and can become the world’s largest producer of oil by the end of 2019, yet how many energy infrastructure indexes are down over one-third of their value over the last four to five years
  • How the U.S. capitalist model overcame OPEC  trying to put the U.S. shale producers out of business 
  • The different index approaches for capturing U.S. energy infrastructure
  • How a number of energy infrastructure companies that are focused on income investors burned their legacy shareholders by cutting current distributions and how the management teams running these companies now face the difficult task of recruiting a new generation of investors with different goals
  • How changing tax incentives are encouraging different operating structures, and the impact this may have on the industry 

 

The conversation was rich in insights on a very important sector of the U.S. economy. Listen to the full conversation below.

 

Disclaimers & Disclosureskeyboard_arrow_up

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results.
You cannot invest directly in an index. 
Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. 
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

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