CEF INSIGHTS
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.

Interval Funds: A New Approach for Alternative Investing
Investing Opportunities in Europe Amidst A Changing Global Economy

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

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

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.