CEF INSIGHTS

Portfolio Considerations: Preferred Securities Edition

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

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

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

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

CEF REITs: The Growing and Global Appeal of Real Estate

A conversation with CBRE Clarion Securitie's Steve Burton, CFA, Co-Chief Investment Officer & Senior Global Portfolio Manager, about:
• Why incorporating real estate in your portfolio
• Outlook and areas of opportunity
• Active vs. passive investing in REITS
• Benefits of the CEF structure when investing in REITs

Themes, Trends and Opportunities in Emerging Markets

A conversation with Aberdeen Asset Management's Rennie McConnochie, Head of Global Banks, about:
• Positive developments in the emerging markets (EM)
• Outlook and areas of opportunity
• Active vs. passive investing in EM
• Benefits of the CEF structure when investing in EM

A Growing CEF Opportunity in Real Assets and Alternatives?

A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about:
• Reasons for including real assets in your portfolio
• Outlook and implications of a changing market environment
• An active vs. passive management approach
• Potential opportunities for CEF investor

Opportunities in Fixed Income CEFs

A conversation with Western Asset'a Chris Kilpatrick, Portfolio Manager, about:
• Areas of opportunity for CEF investors
• Investment approach in a rising rate environment
• Using leverage to generate additional income
• Trends in the levels of CEF discounts and premiums 

Outlook: Fixed Income Investing After the Fed Rate Increase

A conversation with Western Asset's Portfolio Manager John Bellows, PhD, CFA about:
• Reasons for the interest rate hike by the Federal Reserve
• Fixed income and economic outlook
• Portfolio construction and diversification
• Impact on CEF investments

Energy MLPs: Looking Beyond the Headlines

A conversation with ClearBridge Investments' Chris Eades, Managing Director & Portfolio Manager, about:
• The Trump presidency and other factors influencing the MLP space
• Outlook and trends in the energy market
• Benefits of using the CEF structure with MLPs