Episodes
Thursday Mar 28, 2024
ASA Gold Mining Opportunity Needs Shareholder Support
Thursday Mar 28, 2024
Thursday Mar 28, 2024
With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an important vote on its Board of Directors, which could impact the Fund. Gain insight into the current market, ASA’s strategy, and the need for shareholders to vote in the latest CEF Insights Podcast episode.
Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund. Learn more here.
Monday Mar 11, 2024
Advent’s Convertible & High-Yield Strategy & Outlook
Monday Mar 11, 2024
Monday Mar 11, 2024
Market volatility remains a concern despite steady economic conditions, making convertible securities and high-yield bonds like the Advent Convertible and Income Fund (AVK) potentially attractive to investors. Gain insight into AVK’s strategy, performance, and outlook from Tony Huang, Portfolio Manager at Advent Capital Management, a leader in managing convertible securities.
Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund (AVK), a closed-end fund which aims to provide total return through a combination of capital appreciation and current income. The Servicing Agent for the Fund is Guggenheim Funds Distributors. Learn more here.
Monday Mar 04, 2024
Carlyle’s Perspective: CLO Advantages, Strategy & Outlook
Monday Mar 04, 2024
Monday Mar 04, 2024
As one of the world’s largest managers of collateralized loan obligations (CLOs), Carlyle leverages its 25 years of experience and broad resources including 20-plus research analysts to help investors generate income and capital appreciation through the Carlyle Credit Income Fund (CCIF). Gain insight into CCIF’s strategy, positioning, current market dynamics, and more from Managing Director and Portfolio Manager Nishil Mehta below.
Since July 2023, Carlyle has served as the investment advisor to CCIF, an externally managed closed-end fund focused on investing in primarily equity and junior debt tranches of CLOs. The CLOs are collateralized by a portfolio consisting primarily of U.S. senior secured loans with a large number of distinct underlying borrowers across various industry sectors.
Thursday Feb 08, 2024
The Latest on TBLD’s Global, Multi-Asset Strategy
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Since Thornburg Investment Management’s last conversation with CEF Insights, some market dynamics have changed. Amid resilient economic growth, daunting federal deficits, an upcoming election and other factors, Thornburg’s Christian Hoffmann shares the latest views on its global multi-asset strategy for income, potential opportunities, and the broader market outlook for 2024. Listen to the episode and view the transcript below.
Thornburg is a privately held global investment firm delivering on strategy for institutions, financial professionals, and investors worldwide, and offers a variety of products including closed-end funds. Its Thornburg Income Builder Opportunities Trust (TBLD), allocates between global equities and fixed income to support an income stream as well as total return for investors.
Wednesday Jan 17, 2024
CEF Insights Quarterly Review: January 2024 Interview - Tom Roseen
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
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 the closed-end fund market.
Friday Jan 05, 2024
2024 in Focus: Opportunities in Municipal Bonds
Friday Jan 05, 2024
Friday Jan 05, 2024
Generally exempt from income taxes, municipal bonds have long been attractive to income-oriented investors – but current market dynamics may offer more opportunities in 2024. Gain views on munis, the broader fixed income landscape, inflation, and more from Western Asset Management Head of Municipals Rob Amodeo below.
An independent specialist investment manager of Franklin Templeton, Western Asset Management is recognized as one of the world’s leading fixed-income managers. The company offers a variety of funds including Municipal Funds:
Tuesday Nov 21, 2023
TBLD’s Global Strategy for Building Income
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
Robust economic growth surprised investors this year, but significant geopolitical tensions and other factors bring uncertainty. As 2024 approaches, Thornburg Investment Management’s Ben Kirby discusses its global strategy for providing long-term investors with income despite current market challenges, and views on the broader market outlook. Listen to the episode and view the transcript below.
Thornburg is a privately held global investment firm delivering on strategy for institutions, financial professionals, and investors worldwide, and offers a variety of products including closed-end funds. Its Thornburg Income Builder Opportunities Trust (TBLD) allocates between global equities and fixed income to support an income stream as well as total return for investors.
Wednesday Nov 15, 2023
Calamos Investments’ Alternative Equity Strategy Outlook
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
As market volatility continues, Calamos Investments stresses the critical importance of a dynamic asset allocation strategy in helping investors gain income and risk-managed capital appreciation – and aims to do so with the Calamos Long/Short Equity & Dynamic Income Trust (CPZ). Watch the video below to learn about CPZ’s strategy and outlook, and gain views on interest rates, the recession risk, and more from Michael Grant, Co-CIO, Head of Long/Short Strategies & Senior Co-Portfolio Manager.
Calamos Investments is a diversified global investment firm offering innovative investment strategies through a variety of products including closed-end funds. The Calamos Long/Short Equity & Dynamic Income Trust (CPZ) seeks to provide current income and risk-managed capital appreciation.
Thursday Oct 05, 2023
Finding Opportunities into 2024
Thursday Oct 05, 2023
Thursday Oct 05, 2023
With 2024 on the horizon, what should investors know about the current closed-end fund environment, discounts, and potential opportunities? Watch the video below for views and insights from Jeff Margolin, First Trust Senior Vice President & Closed-End Fund Analyst, and author of First Trust’s quarterly Closed-End Fund Review.
Established in 1991, First Trust Portfolios manages of family of 14 closed-end funds. Learn more about the company here.
Thursday Aug 24, 2023
MEGI’s Income Opportunities in Infrastructure Megatrends
Thursday Aug 24, 2023
Thursday Aug 24, 2023
As infrastructure investing continues to gain investor interest, the MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) managed by New York Life Investments takes a unique approach to the asset class. Listen as David Leggette, Lead Product Strategist at CBRE Investment Management, the sub-advisor to the Fund, shares views on factors reshaping the demand for infrastructure assets and potential opportunities presented by MEGI.
MEGI seeks a high level of total return with an emphasis on current income by, under normal circumstances, investing at least 80% of its assets in securities issued by infrastructure companies. Learn more about the Fund here.