Podcasts by CEF INSIGHTS

TBLD’s Global Strategy for Building Income from 2023-11-21T16:16:45

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 d...

Calamos Investments’ Alternative Equity Strategy Outlook from 2023-11-15T16:02:11

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...

Finding Opportunities into 2024 from 2023-10-05T13:34:17

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...

MEGI’s Income Opportunities in Infrastructure Megatrends from 2023-08-24T17:16:26

As infrastructure investing continues to gain investor interest, the MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI)...

Merk Investments on Gold, Precious Metals&Minerals Going Into 2024 from 2023-07-25T14:28:50

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, ...

Convertible Securities Benefits&Opportunities in Today’s Challenging Market from 2023-05-23T15:14:19

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 eq...

ClearBridge’s Investments on Generating Equity Income from 2023-05-04T17:54:16

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...

CBRE Investment Management, Opportunities in Global Real Estate from 2023-03-07T10:00

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...

abrdn on Emerging Markets, Supply Chain Shifts&Rising Rates from 2023-02-16T11:03:38

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 an...

CEF Insights Quarterly Review: January 2023 Interview - Tom Roseen from 2023-01-16T11:11:18

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 mar...

Income Opportunities in Global Infrastructure from 2023-01-05T13:52:03

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 nece...

Thornburg’s Global Equities&Fixed Income Strategy for High Current Income&Global Growth from 2022-12-06T14:32:46

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 ...

Cohen&Steers, Building a Diversified Portfolio of CEFs from 2022-11-09T14:48:15

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 op...

Opportunities in Energy&MLPs from 2022-11-08T13:17:03

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 challengin...

Opportunities&Diversification in Gold, Precious Metals, and Minerals from 2022-10-20T15:22:17

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 In...

Nuveen’s Preferred Securities Strategy for Navigating Market Challenges from 2022-09-13T13:52:26

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 portf...

Opportunities in Senior Floating Rate&High Yield Fixed Income Strategies with First Trust from 2022-08-18T14:11:47

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 Insig...

Oaktree’s Multi-Sector Income Opportunities from 2022-08-08T13:55:57

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 CE...

Calamos’ Alternative Equity Strategy For Income Investors from 2022-07-14T16:05:45

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, <...

CEF Quarterly Review: July 2022 Interview - Tom Roseen from 2022-07-12T16:18:34

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 mar...

Convertible Securities Outlook&Opportunities With Calamos Investments from 2022-04-05T10:56:48

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...

ASA’s Merk Investments On Gold Sector Opportunities from 2022-03-09T12:12:16

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...

CEF Quarterly Review: January 2022 Interview - Tom Roseen from 2022-01-26T15:54:31

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 mar...

CEF Quarterly Review: October Interview - Tom Roseen from 2021-10-12T21:56:54

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 mar...

Finding Opportunity in Taiwan’s Tech Sector from 2021-09-28T15:08:10

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 sec...

Convertibles – Upside participation, Downside protection from 2021-08-06T12:50:41

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 ...

CEF Quarterly Review: July Interview – Tom Roseen from 2021-07-13T14:54:57

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 mar...

Perspectives on Gold, Inflation and Crypto Currencies from 2021-06-08T15:09:12

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 from 2021-05-13T14:55:47

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 residentia...

Opportunities in the Bank Sector from 2021-05-06T22:14:57

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 th...

CEF Quarterly Review: April Interview – Tom Roseen from 2021-04-13T21:25:05

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 mar...

CEF Monthly Review: March Interview – Tom Roseen from 2021-03-08T14:35:03

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 mar...

CEF Monthly Review: February Interview – Tom Roseen from 2021-02-09T17:57:38

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 mar...

CEF Monthly Review: January Interview – Tom Roseen from 2021-01-12T15:28:54

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 mar...

CEF Monthly Review: December Interview – Tom Roseen from 2020-12-07T14:22:33

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 mar...

CEF Insights Market Update: October Review from 2020-10-09T11:43:32

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 October's closed-end fu...

CEF Insights Market Update: September Review from 2020-09-08T12:44:55

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 September's closed-end ...

CEF Insights Market Update: August Review from 2020-08-11T15:24:24

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 August's closed-end fun...

CEF Insights: Looking for Technology Exposure, Think Taiwan from 2020-07-24T10:52:57

Corrina Xiao, Portfolio Manager with Allianz Global Investors, and the Closed-End Fund Association discuss the outlook for Taiwan and their robust technology sector as well as the advantages of ...

CEF Insights Market Update: July Review from 2020-07-09T09:34:25

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discusses Tom’s insights on July's closed-end fun...

CEF Insights: Time for Gold&Gold Miners in a Volatile Environment from 2020-07-01T15:54:08

Axel Merk, President & Chief Investment Officer with Merk Investments and the Closed-End Fund Association discuss the outlook for gold and gold miners in this volatile economic environment.

CEF Insights: Time to Look Outside the U.S. for Fixed Income from 2020-07-01T11:58:29

Rod Davidson, Head of Fixed Income Investment Specialists with Aberdeen Standard, and the Closed-End Fund Association discuss the outlook and opportunities for fixed income markets outside of th...

CEF Insights: Real Assets – Predictable Cash Flows in Volatile Markets from 2020-06-09T13:28:43

Larry Antonatos, Portfolio Manager & Head of Real Asset Solutions with Brookfield, and the Closed-End Fund Association discuss the outlook and opportunities for allocations to real asset sectors...

CEF Insights Market Update: June Review from 2020-06-05T12:18:42

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 June's closed-end fund ...

Lipper’s April-May Closed-End Fund Market Review from 2020-05-11T16:10:38

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report and the Closed-End Fund Association discuss Tom’s insights on April's closed-end fund mar...

CEF Insights – Weekly Update with Dennis Emanuel from 2020-04-20T14:02:47

Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC.  and the Closed-End Fund Association discuss the week ended April 17 and outlook in the current market as part ...

Managing Through the Volatility with Closed-End Funds from 2020-04-14T09:37:47

Rennie McConnachie, Head of Global Banks and Josh Duitz, Portfolio Manager with the Global Equity team with Aberdeen Standard and the Closed-End Fund Association discuss managing the volatility ...

Lipper’s March-April Closed-End Fund Market Review from 2020-04-09T11:53:21

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-...

Lipper’s February Closed-End Fund Market Review from 2020-03-13T13:00:51

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-E...

CEF Insights: Accessing Private Securities in Real Asset Markets from 2020-02-27T11:22:36

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 from 2020-02-18T10:42:59

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-E...

CEF Insights: Gold Mining Companies – Finding Diversification from 2020-02-10T12:23:21

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 ma...

CEF Insight: Energy Infrastructure and MLPs – are we turning the corner? from 2020-01-29T11:12:09

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 fu...

Lipper's December Closed-End Fund Market Review from 2020-01-14T11:39:44

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-E...

Lipper’s November Closed-End Fund Market Review from 2019-12-09T16:50:38

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-E...

Real Estate Strategies For A Diversified Portfolio from 2019-07-10T12:08:45

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 ...

Precious Metals for Late Cycle Diversification from 2019-06-11T15:43:50

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 traditiona...

Infrastructure, Defensive&Diverse from 2019-05-23T15:32:42

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, defensiv...

Emerging Markets Debt: Diversification&Yield from 2019-05-22T10:51:40

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 fixe...

Senior Loans, Positioning in 2019 from 2019-05-02T12:23:47

Brian Good, Senior Managing Director, Co-Head of Tradable Credit at THL Credit discusses why senior loans are a good way to invest based on their high income potential, low interest rate risk an...

Alternative Income: Opportunities In Private Credit Markets from 2019-03-21T10:30

Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in alternative income investments can be accessed through closed-end funds; 2...

Investment Flexibility in Volatile Markets from 2019-02-11T12:17:10

Bob Bush, Senior Vice President with Calamos, discusses 1) the benefits of investment flexibility and active management in volatile markets; 2) convertibles as a risk-managed way to invest in eq...

Winning by not losing: Convertible Bonds and Closed-End Funds from 2019-01-28T15:23:20

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...

Market Outlook: Senior Loan Edition from 2018-10-31T10:55:13

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 from 2018-08-10T16:20:09

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 port...

Interval Funds: A New Approach for Alternative Investing from 2018-07-25T11:42:40

Investing Opportunities in Europe Amidst A Changing Global Economy from 2018-07-05T15:57:10

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 discus...

Perspectives on Global Equities from 2018-07-02T10:27:04

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...

MLPs: How Perceived Market Foe May be Fundamental Investment from 2018-05-01T16:36:02

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 ...

Munis: Implications&Opportunities amid Changing Reform and Legislation from 2018-04-30T15:04:44

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 ...

Specialty Sectors: From Gold to Infrastructure&Real Estate from 2018-03-02T10:41:03

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.

The Global Investment Landscape: A Look at Fixed Income from 2018-01-24T14:34:24

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 B...

Portfolio Considerations: Preferred Securities Edition from 2017-11-28T11:26:19

With investors’ increasing appetite for income-generating investment vehicles, Brian Cordes, Senior Vice President - Head of Portfolio Specialists at Cohen & Steers, discusses preferred securiti...

Ireland – A Closer Look at Investment Opportunities within Europe from 2017-11-09T10:54:08

CEFA speaks with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ireland Fund, taking a closer look at Ireland, what’s by many, an underappre...

Infrastructure&Energy Outlook: Reflecting on Harvey&Puerto Rico from 2017-10-10T12:44:25

We gathered a panel of energy and infrastructure experts for a discussion about their respective market segments at large, touching on what’s followed the recent string of storms in our homeland...

An Outlook on Global Debt Markets from 2017-09-26T12:19:17

A conversation with TR Findlay, Closed-End Fund Specialist at Nuveen, and Jeff Schmitz, Senior Vice President and Portfolio Manager at Nuveen Asset Management, about:

• The Global Hig...
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CEF REITs: The Growing and Global Appeal of Real Estate from 2017-06-28T14:46:55

A conversation with CBRE Clarion Securitie's Steve Burton, CFA, Co-Chief Investment Officer & Senior Global Portfolio Manager, about: ...

Themes, Trends and Opportunities in Emerging Markets from 2017-06-02T12:01:21

A conversation with Aberdeen Asset Management's Rennie McConnochie, Head of Global Banks, about: • Positive developments in the emer...

A Growing CEF Opportunity in Real Assets and Alternatives? from 2017-06-01T15:39:09

A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about: • Reasons for including real assets in ...

Opportunities in Fixed Income CEFs from 2017-04-12T20:50

A conversation with Western Asset'a Chris Kilpatrick, Portfolio Manager, about: • Areas of opportunity for CEF investors • Investment approach in...

Outlook: Fixed Income Investing After the Fed Rate Increase from 2017-03-16T20:44

A conversation with Western Asset's Portfolio Manager John Bellows, PhD, CFA about: • Reasons for the interest rate hike by the Federal Reserve •...

Energy MLPs: Looking Beyond the Headlines from 2017-02-17T16:54

A conversation with ClearBridge Investments' Chris Eades, Managing Director & Portfolio Manager, about: • The Trump presidency and other factors influe...

Outlook for Small-Caps: Value, Active Management&CEFs from 2017-01-13T15:29

A conversation with The Royce Funds' Francis Gannon, Co-Chief Investment Officer & Managing Director, about: • The dramatic rebound in small-cap stocks ...

Income Investing in the Emerging Markets: Diversifying Beyond Traditional Fixed Income Exposures from 2016-12-14T17:42

A conversation with Western Asset's Chia Liang Lian, CFA & Head of Emerging Market Debt, about: • 2017 emerging markets (EM) fixed income outlook ...

Demystifying the Complexities of Investing in CEFs: Practical Insight Into Timely Financial Concerns from 2016-11-21T20:17

Investment Partners Group's Frank Abella, President & CEO and Gregg Abella, AIF®, Co-Principal & Portfolio Manager, discuss: • The many options a...

Generating Income: Why Global Bonds? from 2016-11-10T19:04

A conversation with Brandywine Global's Gary Herbert, CFA, Portfolio Manager & Head of Global Credit, about: • Delivering value to investors ...

A Closer Look at Canada – Investment Opportunities North of the Border from 2016-10-27T22:13

A conversation with Morgan Meighen & Associates' Jonathan Morgan, Executive Vice President, about: • Investment opportunities in Canada • Outlook for...

Opportunities for Finding Income from 2016-10-12T21:36

ClearBridge Investments' Peter Vanderlee, CFA, Managing Director & Portfolio Manager, highlights: • Where he sees opportunity for income • Why investor...

Quarterly Conference Call from 2016-07-27T15:04

December 9, 2015 Featuring: Jon Diorio, BlackRock Cara Esser, Morningstar Anne Kritzmire, Nuveen Investments

Investing in Healthcare and Biotechnology from 2016-04-01T17:00

TEKLA Capital Management LLC's Daniel R. Omstead, Ph.D., President and Chief Executive Officer, discusses: • The appeal of the biotechnology sector • Opportuni...

Quarterly CEFA Conference Call from 2016-03-29T21:39

Quarterly CEFA Conference Call by CEFA

An Outlook on the U.S. Energy Renaissance from 2015-06-19T14:39

Goldman Sachs Asset Management's Kyri Loupis, Managing Director & Portfolio Manager, discusses: • A review of the Energy sector • Implications to...

Outlook for Fixed Income in Asia from 2015-06-02T12:18

A conversation with Aberdeen Asset Management Karen Bater, CFA, Senior Fixed Income Specialist, about: • 2013 market review and outlook for 2014. • Vi...

An Invitation to the Advisor Summit from 2015-01-15T15:03

Nuveen's Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products, discusses: • Benefits of attending the Advisor S...

A Closer Look at Business Development Companies from 2014-04-17T20:21

Prospect Capital Corporation (PSEC)'s Grier Eliasek, President and Chief Operating Officer, discusses: • Similarities and differences between CEFs & ...