Carlyle: A crude awakening
Carlyle: A crude awakening March 9th, 2026
Calamos’ Bush: Tough conditions for closed-end funds to stand out, excel
Robert Bush, director of closed-end products at Calamos Investments, says that with risk-free money from bank accounts and Treasury bonds at high levels -- and with leverage costs up in response to those higher rates -- investors can have a lot of choices for good income without ever considering closed-end funds.
Farley of BlueBay Destra International Event-Driven Fund
Duncan Farley, manager of the BlueBay Destra International Event-Driven Credit Fund -- which Morningstar places at the very top of its peer group over its five-year existence -- talks about how special situations are plentiful in the current marketplace...
Muni discounts keep defying gravity; sizing up fixed-income risk and more
John Cole Scott, president of Closed-End Fund Advisors -- and the chairman of the Active Investment Company Alliance -- returns to The NAVigator noting that the discounts on muni funds have continued to get wider.
Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing
Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into the largest...
XA’s Flynn on how crypto, private equity will impact retirement-savings plans
Kimberly Flynn, President at XA Investments, discusses the recent executive order signed by President Trump that allows a dramatic expansion of alternative assets to be part of 401(k) and other retirement plans. While the headlines have made it seem like...
