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Barry Parker Commentaries

Wariness and weariness

Apr 27, 2015
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Capital Link’s Closed End Funds and Global ETF’s Forum (actually the 14th annual iteration of this event), held last Thursday, covered a world way beyond my maritime comfort zone. Nevertheless, shipping was touched on directly, and obliquely, in presentations on Master Limited Partnerships, and on investments impacted by energy prices.  Though we’ve heard last week’s themes before, they start to crystallize with the passage of time.  In contrast to Conference #13, a year ago, oil prices are somewhere in the $50’s, about half of last year’s value. Consequently, this year, there was less  emphasis on investments related to energy- for example funds owning a package of MLP’s (concentrated in the energy space), for example

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