Meet NAVigator Podcast host Chuck Jaffe
Jane King interviews financial journalist Chuck Jaffe, host of AICA’s NAVigator Podcast. Jaffe discusses the genesis and purpose of the podcast, saying its aim is to enlighten the public about closed-end funds and spotlight the investment industry professionals who work with them. He says podcast discussions are never scripted and seek to provide a useful mix of educational and timely fund performance information.
Abrdn’s Duitz, from AICA Roundtable, on infrastructure plays post-election
Josh Duitz, Portfolio Manager for the abrdn Global Infrastructure Fund, took a break from the program at the Active Investment Company Alliance's Fall Roundtable in New York this week to discuss the state of infrastructure investing now that the presidential election has been...
XA’s Hagen on the interval fund boom
Jared Hagen, Vice President at XA Investments, discusses this year's unprecedented growth in interval and tender-offer funds and how the number of funds in registration guarantees the trend will continue through 2025. Hagen talks about why the investment...
AICA’s Scott reviews 3Q’s stellar results for closed-end funds
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, digs into his firm's data to break down a great three-month stretch for closed-end funds and business development companies.
RiverNorth’s Browne: Muni bond funds look cheap and promising now
Jonathan Browne, Senior Investment Analyst at RiverNorth Capital Management — and Portfolio Manager on five of the firm's municipal bond closed-end fund-of-funds — says that the headwinds that made for big struggles in the...
Arrowmark’s Staggs on an income-generating alternative play on banks
Dana Staggs, President of Arrowmark Financial Corp., talks about how regulatory capital relief securities — bank-generated floating-rate notes that are currently producing yields of up to 15 percent — can function as an alternative investment. He notes that due to...
Digging into lesser-known interval fund picks with John Cole Scott
John Cole Scott, President of Closed-End Fund Advisors and the Chairman of the Active Investment Company Alliance, discusses interval funds and digs into the data on four funds that use the structure to create promising...
Barings’ Feeley: Rate-cut cycle will make high-yield bonds more attractive
Sean Feeley, part of the U.S. High Yield Investment Group at Barings, says he believes that with the bulk of interest rate adjustments happening at the short end of the yield curve, a wave of refinancing of shorter-term debt is coming, and...
John Cole Scott on four funds to consider in the fourth quarter
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, looks ahead to the fourth quarter on today's podcast. He discusses two equity and two fixed-income funds that...
abrdn’s Laranjiero: Rate cuts should boost muni bond funds
Miguel Laranjeiro, Investment Director at abrdn, says we are seeing "the beginning of a robust in-flow cycle into the muni space," noting that credit spreads and all-in yields are attractive and that the value of the tax exemption will...
Oppenheimer’s Penn on how BDCs might fare when the rate cuts start
Mitchel Penn, Managing Director of Equity Research at Oppenheimer and Co., says that while business development companies (BDCs) have struggled this year, they are positioned well to ride out the changing interest rate cycle. He says that when...