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Total of Podcasts: 88
Feb19, 2021

Closed-end fund expert Fertig says values now are more ‘relative’ than ever

Maury Fertig, chief investment officer at Relative Value Partners, says the market’s rebound from a year ago has made it harder to find closed-end issues worth buying and holding now, but he says there are selected opportunities still worth pursuing. He suggested that floating-rate funds and credit funds will continue to perform […]

Feb12, 2021

Aberdeen manager says Covid ‘put real estate in the crosshairs’

Bill Pekowitz, portfolio manager for the Aberdeen Global Premier Properties Fund, says that lockdowns during the coronavirus pandemic hit brick-and-mortar retail, hotels, office space and the urban apartment sectors, but boosted cell towers, warehouses, industrial data centers and more. Now, with economic recovery, he expects some troubled areas to rebound and suggests balancing real estate investments […]

Jan28, 2021

Why closed-end directors need more than a rubber stamp

Anne Kritzmire, an independent closed-end fund trustee, explains how the role of directors differs in closed-end funds compared to traditional mutual funds, where boards are known for passing everything management’s way. She explains the ways in which independent directors in closed-end funds have a more active hand in oversight on key factors like […]

Jan22, 2021

Value stocks are set up for a good run in 2021 and beyond

Michael Roomberg, manager of the Miller/Howard High Income Equity Fund, says that the end of election uncertainty — and sustainable fiscal policy that provides a tailwind for domestic consumption — and the development of vaccines for coronavirus fueled a rally in value stocks at the end of 2020 that should carry through […]

Jan8, 2021

Brookfield’s Antonatos sees policies and pandemic’s end boosting real assets

Larry Antonatos, portfolio manager overseeing real asset strategies at Brookfield Asset Management, says that infrastructure investments will benefit in 2021 from the political changes in Washington that may spur additional government investments, as well as the end of the pandemic, which should lead to economic expansion. He says that real assets — […]

Dec31, 2020

The good, bad and ugly of closed-end investing from 2020

John Cole Scott of Closed-End Fund Advisors, the founding chairman of the Active Investment Company Alliance, compares 2020 to unusual years from the past, looks at the best and worst performing investment areas for closed-end funds from this year and looks ahead at the opportunities ahead in 2021.

Dec18, 2020

RiverNorth’s Kerai: Yield-hungry investors should look to private capital market

Andrew Kerai, senior credit strategist and portfolio manager at RiverNorth Capital Management, says that investors looking to improve fixed income returns should consider middle-market corporate credits and other issues in the private credit market, but he notes that investors should be attuned to downside risks, noting that they make more with a manager who […]

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