Media Posts
Video
Weathering Stock Market Volatility

Weathering Stock Market Volatility

August 2018
Increased volatility might seem unsettling, and perhaps even ominous, but a long-term view can show a different picture. More >
Video
FERC Issues a Final Ruling for MLPs

FERC Issues a Final Ruling for MLPs

July 2018
The Federal Energy Regulatory Commission (FERC) issued a final ruling on proposed rules released in March 2018. Here's our take on the 4 main ways the final ruling modified the proposed rules. More >
Video
An Open Letter to MLP Management Teams

An Open Letter to MLP Management Teams

July 2018
Miller/Howard is a big believer in the economic role of midstream companies. But times change. Our message to MLP management teams: Eliminate IDRs, increase operating disclosures, and address shareholders' environmental concerns. More >
Video
Utilities & The Regulatory Compact: The Legal Basis for 100 Years of Steady Returns

Utilities & The Regulatory Compact: The Legal Basis for 100 Years of Steady Returns

July 2018
Utilities offer relative earnings stability but not because of our essential needs for water or power. It has to do with the law. Utilities are the only sector of the market where the right to earn an adequate reasonable return is enshrined in federal law. More >
Video
Tailwinds or Headwinds?

Tailwinds or Headwinds?

June 2018
Tailwinds or headwinds? Which are you going to choose for your long-term investments? Recent research shows that over 50% of the S&P 500 Index's dividend growth is projected to come from two sectors: Technology and Financials. More >
Video
Annual Engagement Report Preview

Annual Engagement Report Preview

June 2018
For Miller/Howard, our ESG engagements illustrate the relevance our work has in protecting shareholder value and helping companies remain long-term investment options for our clients. And in terms of business — calculating the potential impact on a company's bottom line. More >
Video
5G Part 1: Looking to the Future
5G Infrastructure Series

5G Part 1: Looking to the Future

May 2018
We believe 5G has the potential to unleash the true power of the Internet and may radically change how business is conducted.  More >
Video
5G Part 2: Hype versus Opportunity
5G Infrastructure Series

5G Part 2: Hype versus Opportunity

May 2018
5G is climbing the hype cycle—touted as having the potential to be as  More >
Video
5G Part 3: How MHI Invests in 5G
5G Infrastructure Series

5G Part 3: How MHI Invests in 5G

May 2018
We see 5G as a major macro tailwind and growth driver for the communications and enablers segments of the portfolio. More >
Video
5G: Implementation in the Market
5G Infrastructure Series

5G: Implementation in the Market

May 2018
5G will be a giant leap forward. Target markets will begin to see roll-outs to customers later this year.  More >
Video
Leaning Toward Dividend Growth

Leaning Toward Dividend Growth

April 2018
Interest rates have been falling for years, driving stock prices up, and reducing the dividend yields for many classic dividend payers. Leaning toward dividend growth may be the best cure for lackluster yields. More >
Video
Income-Equity — International vs Domestic

Income-Equity — International vs Domestic

February 2018
Being domestic or international is not as clear cut as it used to be. Many US companies have extensive foreign operations with the related currency exposures. More >
Video
Income-Equity — Energy Sector

Income-Equity — Energy Sector

February 2018
Oil prices are notoriously difficult to forecast, but the setup going into 2018 seems good. Global demand continues to grind higher, and supply growth seems to have stabilized.  More >
Podcast
Energy Outlook 2018 Part 1: Overview
Miller/Howard Podcast Series

Energy Outlook 2018 Part 1: Overview

January 2018
Current data suggest that energy stocks are cheap, in particular relative to the broader market. Energy demand continues to grow to record new levels both in the US and abroad. More >
Podcast
Energy Outlook 2018 Part 2: Crude Oil
Miller/Howard Podcast Series

Energy Outlook 2018 Part 2: Crude Oil

January 2018
OPEC continues to demonstrate record compliance with its production cut agreement. The agreement targets reducing global oil inventories… More >
Podcast
Energy Outlook 2018 Part 3: Natural Gas
Miller/Howard Podcast Series

Energy Outlook 2018 Part 3: Natural Gas

January 2018
Over the next several decades, we see demand in China, India and other countries around the world for natural gas, the cleanest burning fossil fuel, to more than double.  More >
Podcast
Infrastructure Part 1
Miller/Howard Infrastructure Series

Infrastructure Part 1

November 2017
We view the Infrastructure portfolio in five investment buckets: Utilities, Global Communications, Energy Infrastructure, Transportation and Logistics, and Enablers.  More >
Podcast
Infrastructure Part 2: Why Invest in Infrastructure?
Miller/Howard Infrastructure Series

Infrastructure Part 2: Why Invest in Infrastructure?

November 2017
For the areas that we focus on in the Infrastructure strategy there are significant macro tailwinds. More >
Podcast
Infrastructure Part 3: Investor Concerns and Benefits
Miller/Howard Infrastructure Series

Infrastructure Part 3: Investor Concerns and Benefits

November 2017
Regarding infrastructure investment: What are current concerns? What are current and long-term benefits? More >
Video
ADRs and Income: When Dividend Cuts Should Not Set Off Alarms

ADRs and Income: When Dividend Cuts Should Not Set Off Alarms

September 2017
Fluctuations of international currencies can directly affect your investment returns. But what about their impact on dividends that you receive?  More >
Podcast
Who Cares About ESG? Millennials Do and So Should You

Who Cares About ESG? Millennials Do and So Should You

August 2017
What does the research tell us about millennials who stand to benefit from possibly the greatest wealth transfer in our country's history?  More >
Video
Market Review Part 1: Since Election Day
July 2017: Trump's Impact on Financial Policy

Market Review Part 1: Since Election Day

July 2017
One of the sectors that really we saw as a firm, a lot of investor interest, was the engineering construction sector. More >
Video
Market Review Part 2: Oil and Gas Industry Regulation
July 2017: Trump's Impact on Financial Policy

Market Review Part 2: Oil and Gas Industry Regulation

July 2017
In the wake of the election, there was a lot of high-fiveing amongst various energy executives. They now had a friend in Washington. But that can cut both ways. More >
Video
Market Review Part 4: LNG Exports Opportunities
July 2017: Trump's Impact on Financial Policy

Market Review Part 4: LNG Exports Opportunities

July 2017
One of the things that we've heard a little bit about without any real specifics yet, but is encouraging, is LNG exports.  More >
Video
Market Review Part 5: Automation, Geopolitics, and Energy
July 2017: Trump's Impact on Financial Policy

Market Review Part 5: Automation, Geopolitics, and Energy

July 2017
There's opportunities around the automation of vehicles that are going to create wealth. It's going to change the way people live geospatially, in terms of the way that we organize our lives. More >
Podcast
Why Dividends Matter
Miller/Howard Podcast Series

Why Dividends Matter

March 2017
Dividend income can make a difference when stock prices decline and inflation takes its toll. More >
Podcast
How Dividend-Paying Stocks Are Like Tenants, Only Better
Miller/Howard Podcast Series

How Dividend-Paying Stocks Are Like Tenants, Only Better

March 2017
Investors may remember to buy low and sell high but forget about the INCOME opportunity between those two points. More >
Podcast
The Miller/Howard Story
Miller/Howard Podcast Series

The Miller/Howard Story

March 2017
Miller/Howard's investment philosophy: High-Quality Stocks + High Dividend Yield + High Dividend Growth = Potential for High Total Return.  More >
Podcast
The Numbers Behind Electric Cars and Natural Gas
Energy Podcast Series

The Numbers Behind Electric Cars and Natural Gas

June 2016
We believe the impact of EVs will be highly favorable for our natural gas-oriented investment portfolios over time.  More >
Podcast
Peak Oil (Demand): The Stubborn Persistence of the Oil Age
Energy Podcast Series

Peak Oil (Demand): The Stubborn Persistence of the Oil Age

June 2016
How we think about the very long-term outlook for crude oil demand and also the rise of electric cars. More >
Podcast
Irreconcilable Differences: Saudi Arabia and US Shale Producers
Energy Podcast Series

Irreconcilable Differences: Saudi Arabia and US Shale Producers

April 2016
As long as there's no recession that reduces demand unexpectedly, the price would appear to have to go higher to incentivize more drilling activity… More >
Podcast
Crude Oil Outlook
Energy Podcast Series

Crude Oil Outlook

March 2016
Portfolio Manager, Michael Roomberg, discusses the oil markets and some major factors influencing the trajectory of oil prices moving forward. More >
Video
Rolling Excess Return of High-Yield Stocks

Rolling Excess Return of High-Yield Stocks

February 2016
Past performance is no guarantee of future returns. But interpreting market tendencies and recognizable historical patterns can be meaningful in investment decision making.  More >
Video
Retirement: Will My Money Last?

Retirement: Will My Money Last?

October 2011
As more baby boomers ease into retirement, the notion of distribution, of spending from assets, has been the subject of the day. More >
Video
Compounding: Long-Term Effects of Small Changes

Compounding: Long-Term Effects of Small Changes

October 2011
Watching your children grow day by day, the change is barely perceptible. But 15 years apart, the difference is dramatic. We can look at a stock's divided history in a similar light. More >
Video
Are Dividend-Paying Stocks Better Than Tenants?

Are Dividend-Paying Stocks Better Than Tenants?

September 2011
When talking about a stock portfolio of companies that pay and grow dividends, we at Miller/Howard Investments often use an income generating real estate analogy, emphasizing that it's all about cash flow. More >

© 2018 Miller/Howard Investments, Inc.

Investment products: are not FDIC insured - May lose value - Are not bank guaranteed

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs and changes to any assumptions may significantly affect the economics of any transaction. The information and analyses contained herein are not intended as tax, legal or investment advice and may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal, investment or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability. Any investment returns, past, hypothetical or otherwise, are not indicative of future performance. Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance and investment time horizon.

Past performance does not guarantee future results.

DISCLOSURE

Investment products: are not FDIC insured - May lose value - Are not bank guaranteed

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs and changes to any assumptions may significantly affect the economics of any transaction. The information and analyses contained herein are not intended as tax, legal or investment advice and may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal, investment or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability. Any investment returns, past, hypothetical or otherwise, are not indicative of future performance. Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance and investment time horizon.

Past performance does not guarantee future results.