CEF INSIGHTS

CEF Insights: Accessing Private Securities in Real Asset Markets

Ben Rotenberg, portfolio manager with Principal and the Closed-End Fund Association discuss the potential for interval funds to provide access to private securities in the real assets sectors.

Lipper’s January Closed-End Fund Market Review

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on January's closed-end fund market action.

CEF Insights: Gold Mining Companies – Finding Diversification

Axel Merk and Peter Maletis from Merk Investments and the Closed-End Fund Association discuss the potential for gold mining companies to provide portfolio diversification at this point in the market cycle.

CEF Insight: Energy Infrastructure and MLPs – are we turning the corner?

Jeff Jorgensen, Portfolio Manager and Director of Research with the Energy Infrastructure Securities team at Brookfield Public Securities Group and the Closed-End Fund Association discuss the fundamentals and opportunity in the energy infrastructure and MLP space after a difficult period for the sector.

Lipper's December Closed-End Fund Market Review

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom's insights on December's closed-end fund market action.

Lipper’s November Closed-End Fund Market Review

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom's insights on November's closed-end fund market action.

Real Estate Strategies For A Diversified Portfolio

Kate Davis, President & Portfolio Manager of Broadstone Real Estate Access Fund at Broadstone Real Estate and The Closed-End Fund Association have a discussion about the impact of institutional quality real estate strategies to reduce volatility and diversify investment portfolios.

Precious Metals for Late Cycle Diversification

Axel Merk, President and Chief Investment Officer of Merk Investments and The Closed-End Fund Association have a discussion about how precious metals can provide diversification for a traditional stock/bond portfolio.

Infrastructure, Defensive & Diverse

Bob Becker, Senior Vice President, Portfolio Manager, Global Infrastructure at Cohen & Steers and The Closed-End Fund Association have a discussion highlighting the current environment, defensive characteristics and opportunities in listed infrastructure.

Emerging Markets Debt: Diversification & Yield

Mark Hughes, Portfolio Manager & Research Analyst on The Emerging Markets Debt Team at Western Asset Management, discusses emerging markets debt as a diversifier and yield enhancer within a fixed income portfolio.