Simpson Thacher: The Ad Standard: Monthly Update – March 2026
Simpson Thacher: The Ad Standard: Monthly Update - March 2026 March 6th, 2026
NAVigator bonus: Discounts are at widest levels in years, hunker down and buy
In a bonus episode of The NAVigator, John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, discusses the historic level of deep discounts he is seeing in closed-end funds, and how that translates to buying opportunities now.
Liberty Street’s Munafo says opportunity is knocking for private shares
Christian Munafo, chief investment officer at Liberty Street Advisors -- which runs the Private Shares Fund -- says that the perceived higher risks in challenging environments like the one we are facing today often lead to attractive opportunities...
Nuveen’s Caraher: High-rates-for-longer puts emphasis on credit selection
Scott Caraher, head of senior loans at Nuveen -- manager of the Nuveen Floating Rate Income fund -- says that the higher-than-expected increase in rates that has driven up borrowing costs has made credit selection 'more important today than it has ever been.'
VettaFi’s Roxanna Islam on ETFs
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses exchange-traded funds (ETFs), the different types of ETFs and their evolution. ETFs have traditionally been passive and low-cost— factors that have always made them desirable, Islam said. But actively managed ETFs are skyrocketing in popularity, with some 90% of the more than 500 new ETFs ...
Veteran manager says volatile market has stress-tested ‘discount-capture investing’
Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for...
