Episodes

Monday Jul 29, 2024
MEGI & the Growing Need for Infrastructure
Monday Jul 29, 2024
Monday Jul 29, 2024
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 (MEGI), managed by New York Life Investments, may be attractive to income-oriented investors.

Wednesday Jun 12, 2024
Accessing Private Credit with Interval Funds
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
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 offers insight into the current interval fund environment, the benefits of a private credit strategy, and more.
Learn more about interval funds at CEFA.com with resources including interval fund data, education, and news.
FS Investments is a global alternative asset manager dedicated to delivering superior performance and innovative investment and capital solutions, including closed-end funds and interval funds. Learn more at fsinvestments.com.

Thursday May 09, 2024
Activism & The Importance Of Shareholder Voting
Thursday May 09, 2024
Thursday May 09, 2024
Many closed-end funds continue to face activism which is often focused on short-term actions that may not benefit the long-term strategy of a fund – and limited shareholder participation in proxy voting can give activists outsized influence. In this two-part discussion, learn about the importance of shareholders participating in proxy voting from Georgeson’s Chris Hayden and typical activist proposals and the potential impacts on a fund from Chatsworth Securities’ Dennis Emanuel.

Wednesday May 01, 2024
Chinese Market Transition & Long-Term Opportunities
Wednesday May 01, 2024
Wednesday May 01, 2024
The Chinese equities market struggled in 2022 and 2023, but the consumer market continues to broaden and develop, which presents potential opportunities for medium and long-term investors of Franklin Templeton’s Templeton Dragon Fund (TDF). Gain insight into the current Chinese market landscape, TDF’s strategy, and why the time is now to invest in China, from Portfolio Manager Nicholas Chui.
The Templeton Dragon Fund (TDF) seeks long-term capital appreciation by investing at least 45% of assets in the equity securities of companies whose primary business are conducted in, or whose main offices are in China. This may also include companies whose business is expected to improve from development in China and may include other Asian firms.

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: