CEF INSIGHTS

Winning by not losing: Convertible Bonds and Closed-End Funds

Convertible securities found in closed-end funds offer a compelling opportunity to add value in portfolios given the volatility that has re-emerged in the market. Historically, convertibles have outperformed all other fixed income classes in periods of rising rates. Find out more about all the potential benefits of convertibles from a leading money manager in this asset class.

Market Outlook: Senior Loan Edition

First Trust’s Bill Housey, Senior Portfolio Manager for the Leveraged Finance Investment Team, discusses the senior loan sector and overall U.S. economy.

Midyear Outlook: Infrastructure, MLPs and the CEF Market

The Closed-End Fund Association checks in with two Cohen & Steers’ experts for a mid-year review of the MLP, infrastructure and CEF markets. Special guests Doug Bond and Bob Becker are both portfolio managers who have decades of investment experience in their respective asset classes.

Interval Funds: A New Approach for Alternative Investing

Investing Opportunities in Europe Amidst A Changing Global Economy

The following Q&A is from a discussion that originally took place as part of a podcast series on May 22, 2018. Joined by Gerd Kirsten, CFA, Portfolio Manager, The European Equity Fund, we discuss investment trends and opportunities in the European market.

Perspectives on Global Equities

Amidst a very public international trade dialogue, Italy's volatile political situation, Brexit's impending consequences and the Fed continuing to hike US interest rates, this discussion focuses on global equity. Throughout the podcast we’ll hear about the New Ireland Fund’s single-country fund approach and the overall outlook for Ireland and Europe, also taking a look at Canada’s investment landscape and the overall emerging market sector.

MLPs: How Perceived Market Foe May be Fundamental Investment

Joined by Ed Russell, Managing Director — Tortoise and James Cunnane, Managing Director and Chief Investment Officer of the Advisory Research MLP & Energy Infrastructure team, we discuss one of the more curious performances of the market this year.

The following Q&A recaps the conversation that originally took place as part of CEFA’s podcast series on April 20, 2018.

Munis: Implications & Opportunities amid Changing Reform and Legislation

Joined by Purva Petal, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen Asset Management and Robert Amodeo, CFA and Head of Municipals – Western Asset, we discuss the outlook for municipals throughout a year of rising interest rates and changes to federal legislation.

Specialty Sectors: From Gold to Infrastructure & Real Estate

Representing different sectors of the investing spectrum, these speakers came together for a discussion on special sectors in the areas of infrastructure, natural resources, and real estate.

Speakers:
David Christensen, President, Chief Executive Officer, and Chief Investment Officer – ASA Gold & Precious Metals Limited
Larry Antonatos, Managing Director and Portfolio Manager – Brookfield
Steve Burton, Principal, Co-CIO and Senior Global Portfolio Manager – CBRE Clarion Securities 

 

The Global Investment Landscape: A Look at Fixed Income

To ensure investors are better equipped to assess risks and opportunities in the global fixed income space, the Closed-End Fund Association (CEFA) spoke with Rennie McConnochie, Head of Global Banks — Aberdeen Standard Investments, and Gary Herbert, CFA, Portfolio Manager and Head of Global Credit – Brandywine Global.