AI Jitters, Private Liquidity Crunch and 26% BDC Discounts: Why Two Pros Still See Opportunity
Against the backdrop of efforts by Bluerock1 to publicly list its real estate-focused interval fund, fund sponsors ...
abrdn’s Mondillo: Downtrodden muni funds now represent a big opportunity
Jonathan Mondillo, head of North American fixed income for abrdn, says the municipal bond market has been looking at a "teacup inversion," and as that changes when the Federal Reserve cuts rates later this year, it should set up well for...
CEF Discounts Remain Wide, Yields Attractive in Q4 2023
Business development companies (BDC) continued to rally in the fourth quarter of 2023, benefitting from stabilizing dividend policies and narrowing discounts, said John Cole Scott, AICA Chairman and President of Closed-End Fund Advisors (CEFA), on CEFA’s 48th consecutive quarterly research call.
SCG’s Merrill on how derivatives mitigate risk and goose equity returns.
Ian Merrill, president of SCG Asset Management -- which runs The Alternative Strategies Income Fund, a continuously offered closed-end interval fund -- says that investors can change the risk-reward picture in equities by using derivatives to reduce risk...
Liberty Street Advisors – The Private Shares Fund: This Month in Venture: October – November 2025 (PDF)
Liberty Street Advisors – The Private Shares Fund: This Month in Venture: October – November 2025 (PDF) December 2nd, 2025
NAVigator bonus: Herzfeld’s Paylor on how CUBA became a CLO fund
The Active Investment Company Alliance held its annual Fall Roundtable in New York City on Nov. 19, and NAVigator host Chuck interviewed Ryan Paylor, Portfolio Manager at Thomas J. Herzfeld Advisors, which recently converted a ...
