Episodes

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.

Friday Aug 06, 2021
Convertibles – Upside participation, Downside protection
Friday Aug 06, 2021
Friday Aug 06, 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.

Tuesday Jul 13, 2021
CEF Quarterly Review: July Interview – Tom Roseen
Tuesday Jul 13, 2021
Tuesday Jul 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.

Tuesday Jun 08, 2021
Perspectives on Gold, Inflation and Crypto Currencies
Tuesday Jun 08, 2021
Tuesday Jun 08, 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.

Thursday May 13, 2021
Unique Mortgage Sector Opportunity
Thursday May 13, 2021
Thursday 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.

Thursday May 06, 2021
Opportunities in the Bank Sector
Thursday May 06, 2021
Thursday May 06, 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.

Tuesday Apr 13, 2021
CEF Quarterly Review: April Interview – Tom Roseen
Tuesday Apr 13, 2021
Tuesday Apr 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.