Westwood Holdings Group, Inc.

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Basis Points - June 27th, 2024 - westwoodgroup.com Wall Street rode a rally in tech and AI stocks for most of last week. The end of the week saw a bit of a downturn, but not enough to keep the benchmark indexes listed here from closing the week higher. The large caps of the Dow led the indexes, followed by the Russell 2000, the Global Dow and the S&...

What should investors glean from the energy sector's Q1 earnings reports? SVP and Senior Portfolio Manager Parag Sanghani shares his insights, noting companies remain capital disciplined and reiterated positive 2024 outlooks. He also highlights the impacts of reduced transportation volumes stemming from winter storms and low natural gas prices on volumes in the second half of the year.

Do you picture yourself owning a new home, starting a business or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Financial Planning: Helping You See the Big Picture - westwoodgroup.com Do you picture yourself owning a new home, starting a business or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Don't miss what's trending in the market! Subscribe and get weekly market commentary delivered straight to your inbox. Click on the image below to read our latest.

Basis Points - June 20th, 2024 - westwoodgroup.com The Federal Reserve announced that the target range for the federal funds rate would remain at 5.25%-5.50%, a decision that was widely expected. Based on projections for interest rates by the end of next year, it now appears that Fed officials anticipate making just one rate cut of 0.25% later this....

Juneteenth is a time to gather, reflect on the past and look toward the future. It is a time to celebrate African American freedom and achievement, while also encouraging development, appreciation and respect for all cultures.
You can learn more here: https://s.si.edu/4b95ccv

Feeling uncertain about your finances? A financial professional can help you navigate life's big changes and manage your assets wisely. Simplify your financial life with expert guidance.

Getting Help From a Financial Professional - westwoodgroup.com Are you unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business or a career change? Too busy to b...

Natural gas futures moved above $3 this week due to hot weather forecasts and news of the Wheatstone LNG facility in Australia going down for unplanned maintenance. Ted Gardner, SVP and Senior Portfolio Manager, shares that these are both supportive of prices in the very near-term, but it is the decline in production year-over-year that should provide longer term support. The cure for low prices is low prices.

https://bit.ly/3z5axEv

The unprecedented growth of Artificial Intelligence may increase the demand for natural gas in the years to come. Data centers currently use about 11 GW of energy, which analysts believe could increase to somewhere between 42 and 94 GW by 2030. In our May Energy Update, SVP and Senior Portfolio Manager Ted Gardner offered insight into the role of electricity as we navigate the early days of the AI revolution.

One of the growth opportunities for traditional energy is that these data centers are becoming larger and require a lot more power, says Greg Reid. Greg emphasizes the importance of traditional energy for powering emerging technologies like AI in a recent episode of the Excess Returns podcast with Jack Forehand and Justin Carbonneau.

“The Federal Reserve comments on incoming data all the time, but they tend to wait a little more than a year to act. We’re getting close to that mark when they started to get less concerned about the data.”

-Adrian Helfert, CIO Multi-Asset & Alternative Portfolios

Don't miss what's trending in the market! Subscribe and get weekly market commentary delivered straight to your inbox. Click on the image below to read our latest.

Basis Points - June 13th 2024 - westwoodgroup.com Despite a dip at the end of the week, stocks closed last week generally higher, with the exception of the economically sensitive small caps of the Russell 2000. A robust jobs report at the end of last week may have alleviated concerns about an economic slowdown, but it also strengthened the Federal....

We’re excited to announce the monthly distribution for the Westwood Enhanced Energy Income ETF (Nasdaq: WEEI)!

As of 5/30/24, WEEI generated a $.225 monthly dividend, resulting in a 11.4% annualized yield (2.37% 30-Day SEC Yield Subsidized & Unsubsidized).

For risk & disclosure, visit: https://bit.ly/4ca3bOc

We’re excited to announce the monthly distribution for the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST)!

As of 5/30/24, MDST generated a $.225 monthly dividend, resulting in an 11% annualized yield (4.93% 30-Day SEC Yield Subsidized & Unsubsidized).

For risk and disclosure, please visit: https://bit.ly/3x4hLYB

Retirement planning evolves with each life stage. Maximize your employer-sponsored plan from your first job to retirement to secure your financial future. Read more in our latest insight!

Retirement Plan Considerations at Different Stages of Life - westwoodgroup.com Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, or are starting a family, enjoying your peak earning years, or preparing to retire, your employer-sponsored retire...

Westwood prioritizes employee safety and proudly supports the LGBTQIA+ community, championing equality for all.

Why is the energy industry well-positioned in 2024 and beyond?

Senior Vice Presidents and Portfolio Managers Ted Gardner and Parag Sanghani joined an RIA Channel webcast to explore the investment case for the broad energy sector. The Energy team explored the cornerstones of their investment thesis, highlighting the sector’s free cash flow, dividend growth, multiple expansion and more.

Learn more about our approach to investing in energy: https://westwoodgroup.com/investment-management/energy-real-assets/.

Don't miss what's trending in the market! Subscribe and get weekly market commentary delivered straight to your inbox. Click on the image below to read our latest.

Basis Points - May 30, 2024 - westwoodgroup.com Tech shares, particularly artificial intelligence (AI) stocks, helped push the Nasdaq, and, to a much lesser extent, the S&P 500 higher last week. The Dow, the Russell 2000 and the Global Dow declined. During a week when volume was relatively light, investors latched onto favorable corporate earning...

Missed our discussion with Leah Bennett, CFA®️, and Adrian Helfert? Watch the replay as they explore the implications of our $34T national debt on GDP and how the political landscape might affect interest rates.

Market Outlook Call | May 2024 Westwood Holdings Group, Inc. | https://www.westwoodgroup.com200 Crescent CourtSuite 1200Dallas, TX 75201+1 (214) 756-690010000 Memorial DriveSuite 650Housto...

What is Carbon Capture and Storage (CSS)?

CCS is a critical technology in mitigating climate change. It involves capturing carbon dioxide (CO2) from industrial sources, which is then processed and transported via pipeline to secure storage locations underground. Notably, several midstream energy companies are participating in CCS projects, which will allow traditional energy sources to remain intact during the race to Net Zero.

Learn more about our approach to energy and real assets: https://westwoodgroup.com/investment-management/energy-real-assets/.

“Energy Addition” is a more appropriate term for the “Energy Transition,” shares Senior Vice President and Portfolio Manager Parag Sanghani. Energy transition takes a long time, and new energy sources have never replaced existing forms of energy, he notes. On an absolute basis, we use all forms of energy more today than ever before. Learn more about our approach to investing amid the “Energy Addition”: https://westwoodgroup.com/investment-management/energy-real-assets/.

The energy sector currently accounts for approximately 4% of the S&P 500. However, this pales in comparison to the 7.5% net income the sector contributes to the index. During a recent RIA Channel webcast, Senior Vice Presidents and Portfolio Manager Ted Gardner explored the historically low valuation of the energy sector and what it means for investors.

Learn more: https://westwoodgroup.com/investment-management/energy-real-assets/.

The world will need to replace more than 70% of oil and gas production by 2040 to meet global demand. During discussion on an RIA Channel webcast, Senior Vice Presidents and Portfolio Managers Ted Gardner and Parag Sanghani share that underinvestment in oil and gas is not an option without dramatic output declines.

Learn more about investing in energy: https://westwoodgroup.com/investment-management/energy-real-assets/.

During our recent webcast with RIA Channel, 80% of financial advisor attendees reported having an allocation to energy in their portfolio. Senior Vice Presidents and Portfolio Managers Ted Gardner and Parag Sanghani joined Keith Black for an in-depth discussion on the risks and opportunities in today’s energy landscape.RIA

For more information on our approach to investing in energy, visit: https://westwoodgroup.com/investment-management/energy-real-assets/.

Despite the challenging weather, Westwood successfully cleaned a section of W. Lawther Dr. at White Rock Lake during our Clean-Up event. Helping to keep our community beautiful!

Westwood is looking for a Senior Operations Analyst to join our team in Chicago.
If you are interested, apply here: https://bit.ly/3Kbjj5P