CEF INSIGHTS

Rod Davidson, Head of Fixed Income Investment Specialists with Aberdeen Standard, and the Closed-End Fund Association discuss the outlook and opportunities for fixed income markets outside of the U.S.

Larry Antonatos, Portfolio Manager & Head of Real Asset Solutions with Brookfield, and the Closed-End Fund Association discuss the outlook and opportunities for allocations to real asset sectors in a portfolio.

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on June's closed-end fund market.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report and the Closed-End Fund Association discuss Tom’s insights on April's closed-end fund market and how that is following through into May.

Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC. and the Closed-End Fund Association discuss the week ended May 1 and outlook in the current market as part of CEFA’s CEF Insights podcast series.

Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC.  and the Closed-End Fund Association discuss the week ended April 24 and outlook in the current market as part of CEFA’s CEF Insights podcast series.  

Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC.  and the Closed-End Fund Association discuss the week ended April 17 and outlook in the current market as part of CEFA’s CEF Insights podcast series.  

Rennie McConnachie, Head of Global Banks and Josh Duitz, Portfolio Manager with the Global Equity team with Aberdeen Standard and the Closed-End Fund Association discuss managing the volatility among closed-end funds and identifying opportunities in the current market as part of CEFA’s CEF Insights podcast series.  

Tom Roseen, Head of Research Services with Refinitiv Lipper, and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market action.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on February's closed-end fund market action.

Ben Rotenberg, portfolio manager with Principal and the Closed-End Fund Association discuss the potential for interval funds to provide access to private securities in the real assets sectors.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on January's closed-end fund market action.

Axel Merk and Peter Maletis from Merk Investments and the Closed-End Fund Association discuss the potential for gold mining companies to provide portfolio diversification at this point in the market cycle.

Jeff Jorgensen, Portfolio Manager and Director of Research with the Energy Infrastructure Securities team at Brookfield Public Securities Group and the Closed-End Fund Association discuss the fundamentals and opportunity in the energy infrastructure and MLP space after a difficult period for the sector.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom's insights on December's closed-end fund market action.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom's insights on November's closed-end fund market action.

Kate Davis, President & Portfolio Manager of Broadstone Real Estate Access Fund at Broadstone Real Estate and The Closed-End Fund Association have a discussion about the impact of institutional quality real estate strategies to reduce volatility and diversify investment portfolios.

Axel Merk, President and Chief Investment Officer of Merk Investments and The Closed-End Fund Association have a discussion about how precious metals can provide diversification for a traditional stock/bond portfolio.

Bob Becker, Senior Vice President, Portfolio Manager, Global Infrastructure at Cohen & Steers and The Closed-End Fund Association have a discussion highlighting the current environment, defensive characteristics and opportunities in listed infrastructure.

Mark Hughes, Portfolio Manager & Research Analyst on The Emerging Markets Debt Team at Western Asset Management, discusses emerging markets debt as a diversifier and yield enhancer within a fixed income portfolio.

Brian Good, Senior Managing Director, Co-Head of Tradable Credit at THL Credit discusses why senior loans are a good way to invest based on their high income potential, low interest rate risk and lower volatility compared to core investments.

Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in alternative income investments can be accessed through closed-end funds; 2) less liquid investments and the private credit markets provide additional income; 3) diversification from traditional bond exposures.

Bob Bush, Senior Vice President with Calamos, discusses 1) the benefits of investment flexibility and active management in volatile markets; 2) convertibles as a risk-managed way to invest in equity markets and; 3) evaluating closed-end funds for your portfolio.

Convertible securities found in closed-end funds offer a compelling opportunity to add value in portfolios given the volatility that has re-emerged in the market. Historically, convertibles have outperformed all other fixed income classes in periods of rising rates. Find out more about all the potential benefits of convertibles from a leading money manager in this asset class.

First Trust’s Bill Housey, Senior Portfolio Manager for the Leveraged Finance Investment Team, discusses the senior loan sector and overall U.S. economy.