Episodes
Tuesday Sep 13, 2022
Nuveen’s Preferred Securities Strategy for Navigating Market Challenges
Tuesday Sep 13, 2022
Tuesday Sep 13, 2022
Exposure to the preferred securities sector provides a degree of portfolio diversification investors may not get from traditional fixed income. In this CEF Insights Podcast episode, Nuveen portfolio managers discuss how preferred securities strategies can help investors navigate current market challenges, and the outlook for the preferred sector and broader market.
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions including preferred securities. Its Nuveen Preferred and Income Fund, ticker JPT, Nuveen Preferred and Income Opportunities Fund, ticker JPC, Nuveen Variable Rate Preferred and Income Fund, ticker NPFD, and Nuveen Preferred and Income Term Fund, ticker JPI, aim to generate current income and total return.
Thursday Aug 18, 2022
Thursday Aug 18, 2022
Senior floating rate and high yield fixed income strategies are typically considered attractive options for investors seeking income and protection in rising rate environments. In this CEF Insights Podcast Episode, First Trust Managing Director of Fixed Income and Senior Portfolio Manager William Housey discusses opportunities within these asset classes, the impact of a possible recession in 2023, and more views on the current market.
First Trust is a leading investment management firm offering a variety of advisory services and investment products, including diversified, closed-end funds. Its First Trust Senior Floating Rate Income Fund II, ticker FCT, and First Trust High Yield Opportunities 2027 Term Fund, ticker FTHY, seek to offer current income, and focus on senior loans and high yield bonds, respectively.
Monday Aug 08, 2022
Oaktree’s Multi-Sector Income Opportunities
Monday Aug 08, 2022
Monday Aug 08, 2022
Investors seeking income protection may struggle with traditional fixed income investments as interest rate risk challenges an asset class that has typically provided diversification. In this CEF Insights Podcast Episode, Oaktree executives Danielle Poli and Wayne Dahl discuss the opportunities of more specialized investments and a multi-sector income strategy, and the current market outlook.
Oaktree is a leader among global investment managers specializing in alternative investments. Its Diversified Income Fund, ticker ODIDX, is an interval fund with an objective to seek current income and attractive total return by investing globally in high-conviction opportunities across Oaktree’s performing credit platform in both public and private markets.
Thursday Jul 14, 2022
Calamos’ Alternative Equity Strategy For Income Investors
Thursday Jul 14, 2022
Thursday Jul 14, 2022
Ongoing market volatility caused by inflation, rising interest rates, and other factors presents challenges for income-oriented, risk-conscious investors. In this CEF Insights Podcast Episode, Calamos Investments executives Bob Bush and Michael Grant share views on the current market outlook and where investors can find opportunities in alternative equity strategies.
Calamos Investments is a leader in alternative equities. Its Long/Short Equity and Dynamic Income Trust, ticker CPZ, was launched in November 2019 and seeks to provide current income and risk-managed capital appreciation. It is the first closed-end fund to feature a global long/short equity strategy as a primary component of its investment focus.
Tuesday Jul 12, 2022
CEF Quarterly Review: July 2022 Interview - Tom Roseen
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
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.
Tuesday Apr 05, 2022
Convertible Securities Outlook & Opportunities With Calamos Investments
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Convertible securities can offer equity exposure with less risk, making them a strategic part of an asset allocation. Against the backdrop of recent market volatility, what should investors know about the asset class’s outlook, opportunities and allocation within diversified portfolios? Calamos Investments executives Bob Bush and Eli Pars share views in this CEF Insights Podcast episode.
Calamos Investments is a leader in the convertible securities asset class, serving the needs of both institutional and individual investors. Refinitiv Lipper named the firm Best Overall Small Fund Family for 2022.
Wednesday Mar 09, 2022
ASA’s Merk Investments On Gold Sector Opportunities
Wednesday Mar 09, 2022
Wednesday Mar 09, 2022
With inflation and geopolitics fueling volatility in investment markets, what opportunities should investors look for in the gold and precious metals sector? In this CEF Insights Podcast episode, Merk Investments’ Axel Merk, President and Chief investment officer, and Peter Maletis, Portfolio Manager, share views on the sector’s outlook and opportunities and impressions of the rise of digital assets.
Wednesday Jan 26, 2022
CEF Quarterly Review: January 2022 Interview - Tom Roseen
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
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.
Tuesday Oct 12, 2021
CEF Quarterly Review: October Interview - Tom Roseen
Tuesday Oct 12, 2021
Tuesday Oct 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.
Tuesday Sep 28, 2021
Finding Opportunity in Taiwan’s Tech Sector
Tuesday Sep 28, 2021
Tuesday Sep 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.