CEF INSIGHTS
Real Estate Strategies For A Diversified Portfolio

Real Estate Strategies For A Diversified Portfolio

July 10, 2019

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.

Precious Metals for Late Cycle Diversification

Precious Metals for Late Cycle Diversification

June 11, 2019

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.

Infrastructure, Defensive & Diverse

Infrastructure, Defensive & Diverse

May 23, 2019

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.

Emerging Markets Debt: Diversification & Yield

Emerging Markets Debt: Diversification & Yield

May 22, 2019

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.

Senior Loans, Positioning in 2019

Senior Loans, Positioning in 2019

May 2, 2019

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.

Alternative Income: Opportunities In Private Credit Markets

Alternative Income: Opportunities In Private Credit Markets

March 21, 2019

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.

Investment Flexibility in Volatile Markets

Investment Flexibility in Volatile Markets

February 11, 2019

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.

Winning by not losing: Convertible Bonds and Closed-End Funds

Winning by not losing: Convertible Bonds and Closed-End Funds

January 28, 2019

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.

Market Outlook: Senior Loan Edition

Market Outlook: Senior Loan Edition

October 31, 2018

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

Midyear Outlook: Infrastructure, MLPs and the CEF Market

Midyear Outlook: Infrastructure, MLPs and the CEF Market

August 10, 2018

The Closed-End Fund Association checks in with two Cohen & Steers’ experts for a mid-year review of the MLP, infrastructure and CEF markets. Special guests Doug Bond and Bob Becker are both portfolio managers who have decades of investment experience in their respective asset classes.