CEF INSIGHTS
CEF Quarterly Review: October Interview - Tom Roseen

CEF Quarterly Review: October Interview - Tom Roseen

October 12, 2021

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.

Finding Opportunity in Taiwan’s Tech Sector

Finding Opportunity in Taiwan’s Tech Sector

September 28, 2021

Corrina Xiao, Portfolio Manager and Christian McCormick, Director and Senior Product Specialist, both with Allianz Global Investors and the Closed-End Fund Association discuss the technology sector, the critical role of Taiwanese companies in the global supply chain and the outlook for the equity market in Taiwan.

Convertibles – Upside participation, Downside protection

Convertibles – Upside participation, Downside protection

August 6, 2021

F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.

CEF Quarterly Review: July Interview – Tom Roseen

CEF Quarterly Review: July Interview – Tom Roseen

July 13, 2021

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.

Perspectives on Gold, Inflation and Crypto Currencies

Perspectives on Gold, Inflation and Crypto Currencies

June 8, 2021

Axel Merk and Peter Maletis of Merk Investments discuss their outlook and insights on Gold, Precious Metals and Mining for investors concerned about inflation or seeking diversification.

Unique Mortgage Sector Opportunity

Unique Mortgage Sector Opportunity

May 13, 2021

Katherine Hawkins, Portfolio Manager for Vertical Capital Income Fund (“VCIF”) and the Closed-End Fund Association discuss the unique income opportunity from wholly owned loans in the residential mortgage market.

Opportunities in the Bank Sector

Opportunities in the Bank Sector

May 6, 2021

Sanjai Bhonsle, Chairman and Chief Executive Officer of StoneCastle Financial Corp (“BANX”) and the Closed-End Fund Association discuss income solutions for investors and the opportunities in the banking sector.

CEF Quarterly Review: April Interview – Tom Roseen

CEF Quarterly Review: April Interview – Tom Roseen

April 13, 2021

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.

CEF Monthly Review: March Interview – Tom Roseen

CEF Monthly Review: March Interview – Tom Roseen

March 8, 2021

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.

CEF Monthly Review: February Interview – Tom Roseen

CEF Monthly Review: February Interview – Tom Roseen

February 9, 2021

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.

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