CEF INSIGHTS

CEF Quarterly Review: July 2022 Interview - Tom Roseen

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.

Convertible Securities Outlook & Opportunities With Calamos Investments

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.  

ASA’s Merk Investments On Gold Sector Opportunities

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.

CEF Quarterly Review: January 2022 Interview - Tom Roseen

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 Quarterly Review: October Interview - Tom Roseen

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

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

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

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

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

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.