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Total of Podcasts: 172
Sep30, 2022

Choose your weapons: Arming yourself against rising rates and recession

John Cole Scott, chief investment officer at Closed-End Fund Advisors — the chairman of the Active Investment Company Alliance — discusses and compares floating-rate and senior loan funds with preferred-securities funds, noting that floating-rate funds are a tool for combating high and rising interest rates, while preferred equities are a good weapon […]

Sep16, 2022

Trinity Capital’s Brown on double-digit yields and venture-backed growth

Kyle Brown, president and chief investment officer at Trinity Capital, explains how the company’s structure helps to support double-digit yields and makes them more secure than other high-yield investments, but also discusses the business development company’s exceptionally high yield relative to the rising interest rate and high inflation rates of today. He […]

Sep2, 2022

Abrdn’s Duitz: Recessionary pressure is good for infrastructure, dividend plays

Josh Duitz, deputy head of global equities at Abrdn — portfolio manager for Abrdn Global Infrastructure Income and two of the firm’s dynamic dividend funds — says that the macro drivers for infrastructure — globalization, upgrades and repairs, urbanization and increased demand — coupled with current inflationary pressures have created an environment that is solid for recession-resistant […]

Aug26, 2022

Protections in Delaware law could change activist investing

Kenneth Burdon, an attorney in the investment management group at Skadden, Arps, Slate, Meagher & Flom, says the new “control share” statute enacted at the start of August by the state of Delaware should protect investors from activist investors acting like corporate raiders trying to force a pop to net asset value […]

Aug19, 2022

VettaFi’s Islam talks the benefits of an index of closed-end funds

Roxanna Islam, associate director of research at VettaFi — which developed the the S-Network Composite Closed-End Fund Index and other benchmarks for the closed-end fund space — discusses the construction of indexes of closed-end funds and the benefits to using them over individual issues, as well as how passive investing in the space has […]

Aug12, 2022

Sit’s Doty sees current market creating a sweet spot for CEFs

Bryce Doty, senior portfolio manager at Sit Investment Associates, says that the market’s troubles this year have set closed-end funds up to be in a sweet spot, able to generate additional returns that traditional mutual funds and ETFs can’t get investing in the same spaces. Despite those potential benefits, Doty acknowledges that […]

Aug5, 2022

The difference between funds with discounts or premiums is more than pricing

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, discusses some equity and fixed-income funds currently trading at premiums and compares them with similar funds priced at a discount, noting that expenses, payouts and more determine relative values. Further, he notes that […]

Jul29, 2022

Nuveen’s Ryan: Municipal bonds have stabilized and are poised to recover

Portfolio manager Tim Ryan of Nuveen — who runs the Nuveen Dynamic Municipal Opportunities closed-end fund — says that after a miserable first half of 2022 that lagged Treasury bonds, conditions have stabilized for muni bonds, which now have a more attractive yield curve and offer a better investment opportunity than Treasuries. Ryan […]

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