CEF INSIGHTS

Aberdeen Municipal Income Fund offers a timely opportunity to pursue monthly, tax-exempt income in today's attractive municipal bond market. In this CEF Insights episode, Aberdeen's Mike Taggart and Miguel Laranjeiro discuss how active management, high-yield muni exposure, and thoughtful leverage may support sustainable income. With MFM's distribution recently increased 25%, investors can learn wh...

Mat Kirschner, lead portfolio manager for the Cohen & Steers Quality Income Realty Fund (RQI), an actively managed real estate closed-end fund, shares views on the entry point for commercial real estate investors. He also highlights three potential opportunities, backed by powerful macroeconomic themes and limited supply dynamics.

Tune in as Tony Huang of Advent Capital Management discusses the  Advent Convertible and Income Fund (AVK) , current opportunities in convertibles and high yield, and how the fund's income-focused strategy may help investors navigate today's market environment. Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund (AVK). The Servicing Agent for the Fund is ...

Discover why energy midstream may be one of today’s most compelling investment opportunities. In this episode of CEF Insights, ClearBridge’s Peter Vanderlee breaks down how stable, fee‑based cash flows, long‑lived infrastructure, and growing LNG demand are driving income and resilience in the midstream sector. Tune in to learn how EMO is positioned to deliver attractive income, diversification, an...

German equities have provided investors with strong recent performance. In this episode of CEF Insights, Hansjoerg Pack of DWS discusses the New Germany Fund (GF), explores shifting global market dynamics, and explains why fiscal policy, valuations, and earnings growth could favor German small- and mid-cap stocks in the years ahead. The Germany Fund , New Germany Fund and Central Europe & Russ...

Markets are volatile and investors are rethinking diversification. Axel Merk breaks down what’s driving today’s supply‑shock environment, why gold and miners still offer value, and how active management in junior mining can impact long‑term returns. Merk Investments  focuses on gold, precious metals, and minerals, and is the Advisor to  ASA Gold and Precious Metals Limited (ASA) , a closed-end pre...

Public real estate now trades at compelling valuations, offering potential for improved returns as fundamentals strengthen. Mat Kirschner, Lead Portfolio Manager for the Cohen & Steers Quality Income Realty Fund (RQI), shares views on the real estate market, potential opportunities, and market outlook for 2026. Cohen & Steers  is a leading global investment manager specializing in real ass...

Catch up on global infrastructure with views on income strategies and the market outlook from industry experts.

Catch up on fixed income with views on income strategies and the market outlook from industry experts.

Catch up on equities and preferreds with views on income strategies and the market outlook from industry experts.

Catch up on interval funds with views on income strategies and the market outlook from industry experts.

Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management’s Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD) , shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios.  A Frankl...

Leading closed-end fund analyst Jeff Margolin with First Trust returns to CEF Insights to review the first half of 2025 and share views on the market ahead. First Trust is a leading provider of advisory services and investment products including closed-end and interval funds.

As investors seek higher-yield alternatives, direct lending-focused private credit strategies continue to dominate the growing interval fund marketplace – but Calamos Investments takes a differentiated approach. Discover how Calamos Aksia Alternative Credit and Income Fund (CAPIX) offers access to the full spectrum of private credit, and more views on the interval fund market from Senior Vice Pres...

In a high-rate, volatility-prone market, strategies emphasizing resilient, income-generating sectors and tactical asset allocation can potentially help investors secure attractive yield and weather changes. Gain insight into ClearBridge Investments’ strategy for equity and income from Portfolio Manager Peter Vanderlee.   A Franklin Templeton company, ClearBridge Investments is a sub-advisor to LMP...

Groundbreaking AI-powered initiatives are set to transform the healthcare landscape, potentially revolutionizing cancer research and healthcare investing. Gain insight into how new innovations may impact investment opportunities and Aberdeen Investments closed-end healthcare fund strategies for income and capital appreciation. Aberdeen Investments is a global specialist asset manager with a range...

Ongoing market volatility may not surprise investors — but the potential of a multi-sector bond strategy to deliver reliable income might. In this episode, discover how a dynamic credit allocation can help investors manage risk and stay resilient from Mike Buchanan, Chief Investment Officer at Western Asset Management. A  Franklin Templeton company, Western Asset Management is the investment advis...

As global energy demand continues to surge, infrastructure investment maintains a critical role in meeting the needs of tomorrow. Gain updates on the current market, outlook, and potential opportunity for income-focused investors from CBRE Investment Management Chief Investment Officer Jeremy Anagnos.   CBRE Investment Management  is sub-advisor to the NYLI CBRE Global Infrastructure Megatrends Te...

With additional capital raised in 2024, the Advent Convertible & Income Fund (AVK) balances convertible securities and high yield bonds as it aims to provide capital appreciation and income amid current market conditions. Gain updates on the Fund’s portfolio allocation, performance and potential opportunities from Portfolio Manager Tony Huang. Advent Capital Management is the Investment Advise...

Easing interest rates, stabilizing inflation and resilient economic growth could make real assets like infrastructure and real estate attractive opportunities for new capital deployment in 2025. Gain insight into the potential of real assets with Brookfield Oaktree’s 2025 outlook, strategy and more. Brookfield Oaktree Wealth Solutions  provides financial advisors and their clients with a variety o...

Whether Fed adjustments lead to a soft landing or further easing, mortgage securities’ diversification benefits and potential for higher yields with reduced volatility make them an attractive option for income-oriented investors. Discover Western Asset Management’s unique approach to the strategy with the Western Asset Mortgage Opportunities Fund (DMO) and 2025 fixed income outlook. A  Franklin Te...

Gold continues to trade near all-time highs. As the broader market sees interest rate cuts and improving inflation mixed with challenging federal deficits, an election and other factors, where can investors find potential opportunities? Gain insight into gold, precious metals and minerals with a sector review and outlook from Merk Investments President and Chief Investment Officer Axel Merk. Merk...

Unique among closed-end funds, the multi-manager approach of the Liberty All-Star Growth Fund (ASG) and Liberty All-Star Equity Fund (USA) has helped promote consistent performance and support distributions for over 37 years. Gain insight into the benefits of this strategy, how ASG and USA are currently positioned, and why the funds fit well in a retirement portfolio from Robert Milas, Director of...

Increasing global demand for energy and other utilities amid slowing economic growth, expectations for declining interest rates in markets worldwide, and other factors present potential opportunities in infrastructure. Learn more from CBRE Investment Management’s David Leggette, who offers insight into the current environment and why the MainStay CBRE Global Infrastructure Megatrends Term Fund (ME...

Interval funds have surged in popularity among investors seeking diversification, access to private securities and alternative assets, and the potential for higher returns. And in recent years, private credit-focused intervals have shown especially strong growth. In this first CEF Insights Podcast episode on intervals, FS Investments Managing Director of Credit Wealth Solutions Robert Hoffman offe...