Miller-Howard Infrastructure Q4 2024 Commentary
Portfolio Pulse from
Miller-Howard Infrastructure's portfolio remained flat in Q4 2024 but had its best year in three years, outperforming its benchmark. Rising interest rates affected REITs and utilities, while natural gas pipelines gained from data center and AI trends. Over 80% of holdings increased dividends annually over the past 5 years.
February 26, 2025 | 1:00 pm
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AES, potentially part of Miller-Howard's portfolio, may have been impacted by rising interest rates affecting utilities, but could benefit from dividend growth trends.
AES, as a utility, could be affected by rising interest rates, which generally pressure utility stocks. However, if part of Miller-Howard's portfolio, it may benefit from the trend of increasing dividends, which is a positive signal for investors.
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IMPORTANCE 50
RELEVANCE 50