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Insight2016-08-01T14:51:33-04:00

ArrowMark’s Dana Staggs on regulatory capital relief securities

May 2nd, 2024|Comments Off on ArrowMark’s Dana Staggs on regulatory capital relief securities

Dana Staggs, President of ArrowMark Financial Corp., sits down with Jane King to discuss bank-issued regulatory capital relief securities. Staggs provides a primer and income-investor perspective on these financial instruments, saying their relatively stable asset profiles and general lack of correlation to other asset classes makes them attractive

Josh Duitz on trends in infrastructure

April 26th, 2024|Comments Off on Josh Duitz on trends in infrastructure

Josh Duitz, Head of Global Equities at abrdn, discusses his firm’s Global Dynamic Dividend Fund (AGD) and abrdn’s global income and infrastructure strategy more generally. In his interview with Jane King, Duitz says structural changes in the U.S. economy are creating exciting, new opportunities to invest in infrastructure, including energy transition, the increasing use of data in technology, and population growth. He also talks about the potential impacts of the 2024 presidential election on infrastructure investing

abrdn’s Mondillo says record discounts plus solid yields should pay off for muni investors

April 26th, 2024|Comments Off on abrdn’s Mondillo says record discounts plus solid yields should pay off for muni investors

Jonathan Mondillo, head of North American Fixed Income at abrdn, says that record discount levels for municipal bond closed-end funds, coupled with attractive yields on those funds, are creating real opportunities for investors. However...

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Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).
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Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security.

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