by Carrie Wanous | Nov 19, 2021 | Commentaries
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most comparable index, the DJ Brookfield Infrastructure Composite (DJBIA1DOW) also delivered a return of -2.6%. The S&P 500...
by Carrie Wanous | Nov 19, 2021 | Commentaries
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....
by Carrie Wanous | May 28, 2021 | Commentaries
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was up 8.7% as well as the S&P 500 which was up 6.2%. Infrastructure PLUS’s strong 2020 performance benefited from the...
by Carrie Wanous | May 6, 2021 | White Papers
The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes will “stick” in a post-COVID world though certain trends which were already underway, and were able to thrive during the...
by Carrie Wanous | Mar 1, 2021 | Press
MarketWatch recently reported that the former co-head of the OppenheimerFunds Rochester Municipal Bond Team Troy Willis, J.D., CFA has joined Principal Street Partners. Acting as the firm’s new Chief Investment Officer of Municipal Bond Strategies, Willis will use his...
