Growth will be a key factor to strong investment performance in a rising rate environment and securities without growth will be challenged to provide reasonable returns, says Jim Cunnane, portfolio manager for the Advisory Research MLP & Energy Income Fund. Cunnane says the strong growth story behind energy infrastructure will likely support MLP prices even if rates spike over the course of 2014. Among Cunane's favorite MLPs are Energy Transfer Equity, Crestwood Equity Partners and Williams Companies.
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