If you are looking to invest in the U.S. Midstream industry, you already might have come across two of the largest ETFs in the space: the Alerian MLP ETF ( AMLP ) and the GlobalI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, d ...

Core Insights - The article discusses investment opportunities in the U.S. Midstream industry, highlighting two major ETFs: the Alerian MLP ETF (AMLP) and another unnamed ETF [1]. Group 1: Investment Opportunities - The U.S. Midstream industry presents significant investment potential, particularly through established ETFs [1]. Group 2: Analyst Background - The author has a Master's in Banking & Finance and a diverse background in corporate finance, M&A, and investment analysis, focusing on real estate, renewable energy, and equity markets [1].

Group 1 - The Alerian MLP ETF (AMLP) has shown minimal movement since the last analysis, yet it remains an attractive investment opportunity [1] - The analyst has a diverse professional background across various industries, which enhances the ability to analyze market dynamics [1] - The investment strategy focuses on cyclical industries, aiming for significant returns during economic recovery while maintaining a diversified portfolio that includes bonds, commodities, and forex [1] Group 2 - The analyst holds a beneficial long position in WES shares through various financial instruments [2]

Group 1 - The Alerian MLP ETF (AMLP) has shown minimal movement since the last analysis, yet it remains an attractive investment opportunity [1] - The analyst has a diverse professional background across various industries, which enhances the ability to analyze market dynamics [1] - The investment strategy focuses on cyclical industries, aiming for significant returns during economic recovery while balancing risk through fixed-income investments [1]

Group 1 - The market is experiencing upward momentum, primarily driven by big tech, leading to a portfolio tilt towards growth stocks, which may not be sustainable long-term [1] - It is advisable to gradually incorporate income-paying positions to balance portfolios, utilizing dollar-cost averaging for consistent investment [2] - The Schwab U.S. Dividend Equity ETF focuses on quality companies with strong balance sheets and growing dividends, tracking the Dow Jones U.S. Dividend 100 Index [4][5] Group 2 - The Schwab U.S. Dividend Equity ETF has a portfolio of approximately 100 companies, primarily in consumer staples, healthcare, and financials, yielding close to 4% [5][6] - Over the past decade, the ETF has returned over 12% annually, outperforming many value funds, with a low expense ratio of 0.06% [6] - The Alerian MLP ETF offers exposure to midstream energy companies structured as master limited partnerships, providing high yield without direct exposure to oil and gas price fluctuations [9]

Group 1 - The latest data indicates that inflation in the U.S. has not fully eased, prompting investors to reassess which stocks and bonds may be more resilient during periods of rising prices [1] - The core Personal Consumption Expenditures (PCE) price index for July recorded a year-on-year increase of 2.9%, aligning with market expectations but still above the Federal Reserve's long-term target of 2% [1] - Despite expectations for a rate cut by the Federal Reserve after the September meeting, there are concerns that such cuts could also risk pushing inflation higher [1] Group 2 - Broad market investments, such as index funds, typically exhibit good inflation resistance as companies can pass on cost pressures to consumers, adjusting profit levels accordingly [1] - According to research from Hartford Funds, energy stocks and certain Real Estate Investment Trusts (REITs) tend to perform best during inflationary cycles [1] - Energy stocks are naturally linked to energy prices, which are a significant component of inflation indices, thus performing strongly during inflationary periods [2] Group 3 - Currently, the Alerian MLP ETF, with a size of $11 billion, has a yield of 7.8%, while the Vanguard Real Estate ETF, with a size of $64 billion, has an annualized dividend rate of 3.9% [2] - The 10-year U.S. Treasury yield is approximately 4.2%, significantly higher than the 1.5% seen at the beginning of 2022, indicating that bonds can provide more income in the current environment [2] - The 10-year Treasury Inflation-Protected Securities (TIPS) have an actual yield of 1.8%, with the market implying an average inflation expectation of 2.4% over the next decade [2] Group 4 - High-yield bonds ("junk bonds") offer relatively high coupon rates, with the iShares iBoxx U.S. High Yield Corporate Bond ETF yielding 5.8%, compared to 4.4% for investment-grade bond ETFs [3] - However, high-yield bonds carry higher risks and are extremely sensitive to economic conditions, with potential losses if inflation negatively impacts the overall economy [3] - The current spread on junk bonds has narrowed to levels not seen since before the 2007-2008 financial crisis, suggesting that the risk-return profile for investors is not ideal [3]

Group 1 - The Alerian MLP ETF (NYSEARCA: AMLP) has experienced a decline in recent weeks and is significantly lower than its highs before the Liberation Day tariff announcements in early April [1] - During the same period, the broader stock market has shown different performance trends compared to the Alerian MLP ETF [1] Group 2 - The company invests substantial resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [2] - This investment strategy has resulted in over 180 five-star reviews from satisfied members who are benefiting from the high-yield strategies offered [2]

Group 1 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - Alerian MLP ETF (AMLP) is composed of MLPs primarily earning commodity-based cash flows from the energy infrastructure industry, and operates as a C-corporation [2] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, including extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Core Viewpoint - The Alerian MLP ETF (NYSEARCA: AMLP) is recommended as a "BUY" for medium- to long-term investors due to its inherent diversification across top-performing assets [1] Group 1: Investment Strategy - The ETF is suitable for investors seeking medium- to long-term positions, providing diversification across various sectors [1] - The investment approach emphasizes risk management, supported by comprehensive financial market analysis [1] Group 2: Analyst Background - Mr. Mavroudis, a professional portfolio manager, has extensive experience in managing institutional and private portfolios, focusing on risk management and financial market analysis [1] - He has successfully navigated major financial crises, including the COVID-19 pandemic, showcasing his expertise in investment strategies [1] - Mr. Mavroudis holds multiple academic qualifications and certifications, enhancing his credibility in the investment field [1]