Investing Opportunities in Europe Amidst A Changing Global Economy

July 5, 2018

The following Q&A is from a discussion that originally took place as part of a podcast series on May 22, 2018. Joined by Gerd Kirsten, CFA, Portfolio Manager, The European Equity Fund, we discuss investment trends and opportunities in the European market.


Perspectives on Global Equities

July 2, 2018

Amidst a very public international trade dialogue, Italy's volatile political situation, Brexit's impending consequences and the Fed continuing to hike US interest rates, this discussion focuses on global equity. Throughout the podcast we’ll hear about the New Ireland Fund’s single-country fund approach and the overall outlook for Ireland and Europe, also taking a look at Canada’s investment landscape and the overall emerging market sector.


MLPs: How Perceived Market Foe May be Fundamental Investment

May 1, 2018

Joined by Ed Russell, Managing Director — Tortoise and James Cunnane, Managing Director and Chief Investment Officer of the Advisory Research MLP & Energy Infrastructure team, we discuss one of the more curious performances of the market this year.

The following Q&A recaps the conversation that originally took place as part of CEFA’s podcast series on April 20, 2018.


Munis: Implications & Opportunities amid Changing Reform and Legislation

April 30, 2018

Joined by Purva Petal, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen Asset Management and Robert Amodeo, CFA and Head of Municipals – Western Asset, we discuss the outlook for municipals throughout a year of rising interest rates and changes to federal legislation.


Specialty Sectors: From Gold to Infrastructure & Real Estate

March 2, 2018

Representing different sectors of the investing spectrum, these speakers came together for a discussion on special sectors in the areas of infrastructure, natural resources, and real estate.

David Christensen, President, Chief Executive Officer, and Chief Investment Officer – ASA Gold & Precious Metals Limited
Larry Antonatos, Managing Director and Portfolio Manager – Brookfield
Steve Burton, Principal, Co-CIO and Senior Global Portfolio Manager – CBRE Clarion Securities 



The Global Investment Landscape: A Look at Fixed Income

January 24, 2018

To ensure investors are better equipped to assess risks and opportunities in the global fixed income space, the Closed-End Fund Association (CEFA) spoke with Rennie McConnochie, Head of Global Banks — Aberdeen Standard Investments, and Gary Herbert, CFA, Portfolio Manager and Head of Global Credit – Brandywine Global. 


Portfolio Considerations: Preferred Securities Edition

November 28, 2017

With investors’ increasing appetite for income-generating investment vehicles, Brian Cordes, Senior Vice President - Head of Portfolio Specialists at Cohen & Steers, discusses preferred securities and two of Cohen & Steers’ closed-end funds, Select Preferred & Income, symbol  PSF, and Limited Duration Preferred & Income, symbol LDP.


Ireland – A Closer Look at Investment Opportunities within Europe

November 9, 2017

CEFA speaks with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ireland Fund, taking a closer look at Ireland, what’s by many, an underappreciated investment opportunity in the European market.


Infrastructure & Energy Outlook: Reflecting on Harvey & Puerto Rico

October 10, 2017

We gathered a panel of energy and infrastructure experts for a discussion about their respective market segments at large, touching on what’s followed the recent string of storms in our homeland and the neighboring Caribbean.


An Outlook on Global Debt Markets

September 26, 2017

A conversation with TR Findlay, Closed-End Fund Specialist at Nuveen, and Jeff Schmitz, Senior Vice President and Portfolio Manager at Nuveen Asset Management, about:

  • The Global High Income Fund, Ticker JGH
  • Bottoms up-driven Purchasing
  • Currency Exposure & More