CEF INSIGHTS

ASA Gold Mining Opportunity Needs Shareholder Support

March 28, 2024 14:32 - 17 minutes - 31.7 MB

With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an important vote on its Board of Directors, which could impact the Fund. Gain insight into the current market, ASA’s strategy, and the need for shareholders to vote in the latest CEF Insights Podcast episode. Merk Investments focuses on gold, precio...

Advent’s Convertible & High-Yield Strategy & Outlook

March 11, 2024 17:46 - 11 minutes - 20.6 MB

Market volatility remains a concern despite steady economic conditions, making convertible securities and high-yield bonds like the Advent Convertible and Income Fund (AVK) potentially attractive to investors. Gain insight into AVK’s strategy, performance, and outlook from Tony Huang, Portfolio Manager at Advent Capital Management, a leader in managing convertible securities. Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund (AVK), a closed-e...

Carlyle’s Perspective: CLO Advantages, Strategy & Outlook

March 04, 2024 19:40 - 21 minutes - 23.1 MB

As one of the world’s largest managers of collateralized loan obligations (CLOs), Carlyle leverages its 25 years of experience and broad resources including 20-plus research analysts to help investors generate income and capital appreciation through the Carlyle Credit Income Fund (CCIF). Gain insight into CCIF’s strategy, positioning, current market dynamics, and more from Managing Director and Portfolio Manager Nishil Mehta below. Since July 2023, Carlyle has served as the investmen...

The Latest on TBLD’s Global, Multi-Asset Strategy

February 08, 2024 20:17 - 14 minutes - 13.4 MB

Since Thornburg Investment Management’s last conversation with CEF Insights, some market dynamics have changed. Amid resilient economic growth, daunting federal deficits, an upcoming election and other factors, Thornburg’s Christian Hoffmann shares the latest views on its global multi-asset strategy for income, potential opportunities, and the broader market outlook for 2024. Listen to the episode and view the transcript below. Thornburg is a privately held global investment firm deliver...

CEF Insights Quarterly Review: January 2024 Interview - Tom Roseen

January 17, 2024 20:55 - 21 minutes - 49.4 MB

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.

2024 in Focus: Opportunities in Municipal Bonds

January 05, 2024 17:46 - 19 minutes - 35.5 MB

Generally exempt from income taxes, municipal bonds have long been attractive to income-oriented investors – but current market dynamics may offer more opportunities in 2024. Gain views on munis, the broader fixed income landscape, inflation, and more from Western Asset Management Head of Municipals Rob Amodeo below. An independent specialist investment manager of Franklin Templeton, Western Asset Management is recognized as one of the world’s leading fixed-income managers. The company o...

TBLD’s Global Strategy for Building Income

November 21, 2023 21:16 - 17 minutes - 32.5 MB

Robust economic growth surprised investors this year, but significant geopolitical tensions and other factors bring uncertainty. As 2024 approaches, Thornburg Investment Management’s Ben Kirby discusses its global strategy for providing long-term investors with income despite current market challenges, and views on the broader market outlook. Listen to the episode and view the transcript below. Thornburg is a privately held global investment firm delivering on strategy for institutions, fin...

Calamos Investments’ Alternative Equity Strategy Outlook

November 15, 2023 21:02 - 19 minutes - 329 MB Video

As market volatility continues, Calamos Investments stresses the critical importance of a dynamic asset allocation strategy in helping investors gain income and risk-managed capital appreciation – and aims to do so with the Calamos Long/Short Equity & Dynamic Income Trust (CPZ). Watch the video below to learn about CPZ’s strategy and outlook, and gain views on interest rates, the recession risk, and more from Michael Grant, Co-CIO, Head of Long/Short Strategies & Senior Co-Portfolio Manager....

Finding Opportunities into 2024

October 05, 2023 17:34 - 17 minutes - 548 MB Video

With 2024 on the horizon, what should investors know about the current closed-end fund environment, discounts, and potential opportunities? Watch the video below for views and insights from Jeff Margolin, First Trust Senior Vice President & Closed-End Fund Analyst, and author of First Trust’s quarterly Closed-End Fund Review. Established in 1991, First Trust Portfolios manages of family of 14 closed-end funds. Learn more about the company here.

MEGI’s Income Opportunities in Infrastructure Megatrends

August 24, 2023 21:16 - 10 minutes - 18.5 MB

As infrastructure investing continues to gain investor interest, the MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) managed by New York Life Investments takes a unique approach to the asset class. Listen as David Leggette, Lead Product Strategist at CBRE Investment Management, the sub-advisor to the Fund, shares views on factors reshaping the demand for infrastructure assets and potential opportunities presented by MEGI. MEGI seeks a high level of total return with an empha...

Merk Investments on Gold, Precious Metals & Minerals Going Into 2024

July 25, 2023 18:28 - 11 minutes - 21.8 MB

Since fall 2022, the inflation rate has slowed but remains a significant issue as interest rates stand over 5% and geopolitical tensions remain heightened. In this CEF Insights Podcast episode, Merk Investments President, Chief Investment Officer & Portfolio Manager Axel Merk and Vice President & Portfolio Manager Peter Maletis share views on the impacts of inflation and interest rates on U.S. and global economies, and on gold, precious metals, and minerals going into 2024. Merk Invest...

Convertible Securities Benefits & Opportunities in Today’s Challenging Market

May 23, 2023 19:14 - 12 minutes - 22.1 MB

While investment markets have been challenging, convertible securities offer attractive yields with low duration while providing investors with the ability to participate in the potential for equity market returns. Learn more from F. Barry Nelson, Partner and Senior Advisor at Advent Capital Management, a leader in managing convertible securities. Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund, ticker AVK, which aims to provide total return th...

ClearBridge’s Investments on Generating Equity Income

May 04, 2023 21:54 - 18 minutes - 33.6 MB

Market risks remain elevated as higher interest rates and other financial conditions slow economic activity. But with a diversified portfolio of high-quality income producing equities, investors may find downside protection and upside participation at typically lower risk and volatility than the broader market. Learn about the benefits and potential opportunities of income-oriented equities from Peter Vanderlee, Managing Director at Franklin Templeton affiliate ClearBridge Investments, and P...

CBRE Investment Management, Opportunities in Global Real Estate

March 07, 2023 15:00 - 14 minutes - 26.7 MB

Analysis of similar historical environments may suggest favorable market conditions for global real estate investment. The CBRE Global Real Estate Income Fund (ticker “IGR”), provides exposure to income-producing equity securities that the Fund’s management team believe are attractively valued. In this CEF Insights Podcast episode, CBRE Investment Management Lead Product Strategist, David Leggette discusses the investment approach of IGR, real estate market valuations, and current market ...

abrdn on Emerging Markets, Supply Chain Shifts & Rising Rates

February 16, 2023 16:03 - 14 minutes - 26.9 MB

After some challenging years, the reopening of China, supply chain shifts, and other market factors point toward possible opportunities in global emerging markets for investors seeking income and long-term appreciation. In this CEF Insights Podcast episode, abrdn Senior Investment Director and Portfolio Manager Nick Robinson shares views on these opportunities and more views on the current market. abrdn is a global investment company with 11 closed-end funds including the abrdn Emergin...

CEF Insights Quarterly Review: January 2023 Interview - Tom Roseen

January 16, 2023 16:22 - 24 minutes - 21.9 MB

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 Insights Quarterly Review: January 2023 Interview - Tom Roseen

January 16, 2023 16:11 - 24 minutes - 21.9 MB

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.

Income Opportunities in Global Infrastructure

January 05, 2023 18:52 - 10 minutes - 18.5 MB

By 2040, it is estimated that over $100 trillion of investment will be required to repair, modernize, and build new infrastructure assets critical to societies around the globe. Much of the necessary investment will come from publicly traded companies which are included in the MainStay CBRE Global Infrastructure Megatrends Fund, ticker MEGI. In this CEF Insights Podcast episode, CBRE Investment Management Principal and Portfolio Manager Hinds Howard discusses opportunities in this sector, th...

Thornburg’s Global Equities & Fixed Income Strategy for High Current Income & Global Growth

December 06, 2022 19:32 - 11 minutes - 21.1 MB

Thornburg Investment Management’s multi-asset strategy of global dividend-paying equities and diversified fixed income with an options overlay may provide investors with high current income and global growth over time – and help mitigate some risks of today’s market volatility. In this CEF Insights Podcast episode, Thornburg Portfolio Manager and Managing Director Christian Hoffmann discusses opportunities in these asset classes, the 2023 outlook, and more views on the current market. Thorn...

Cohen & Steers, Building a Diversified Portfolio of CEFs

November 09, 2022 19:48 - 10 minutes - 19 MB

Doug Bond, Executive Vice President and Portfolio Manager with Cohen & Steers discusses the closed-end fund market and the potential for a diversified portfolio of closed-end funds to provide opportunities for income-oriented investors in a challenging market environment.

Opportunities in Energy & MLPs

November 08, 2022 18:17 - 15 minutes - 27.5 MB

Chris Eades, Portfolio Manager with ClearBridge Investments, a Franklin Templeton affiliate, discusses the energy market and the potential for MLP strategies to provide solutions in a challenging market environment for income-oriented investors.

Opportunities & Diversification in Gold, Precious Metals, and Minerals

October 20, 2022 19:22 - 12 minutes - 23 MB

Investors are seeking diversification amid ongoing market uncertainty, and allocating equities to the gold, precious metals, and minerals sector may offer this and other benefits. In this CEF Insights Podcast episode, Merk Investments President & Chief Investment Officer Axel Merk and Portfolio Manager Jamie Holman explore opportunities in the sector and share views on the U.S. and global economies heading into 2023. Merk Investments focuses on gold, precious metals, and minerals, and is...

Nuveen’s Preferred Securities Strategy for Navigating Market Challenges

September 13, 2022 17:52 - 30 minutes - 56 MB

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 prefe...

Opportunities in Senior Floating Rate & High Yield Fixed Income Strategies with First Trust

August 18, 2022 18:11 - 24 minutes - 45.3 MB

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 offe...

Oaktree’s Multi-Sector Income Opportunities

August 08, 2022 17:55 - 29 minutes - 53.7 MB

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. It...

Calamos’ Alternative Equity Strategy For Income Investors

July 14, 2022 20:05 - 35 minutes - 64.6 MB

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 ...

CEF Quarterly Review: July 2022 Interview - Tom Roseen

July 12, 2022 20:18 - 19 minutes - 17.8 MB

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

April 05, 2022 14:56 - 9 minutes - 18 MB

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 bot...

ASA’s Merk Investments On Gold Sector Opportunities

March 09, 2022 17:12 - 12 minutes - 22 MB

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

January 26, 2022 20:54 - 19 minutes - 17.4 MB

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

October 13, 2021 01:56 - 17 minutes - 16.3 MB

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

September 28, 2021 19:08 - 14 minutes - 27.3 MB

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.

Episodes