Aberdeen: Embracing commodities to support diversification goals
Aberdeen: Embracing commodities to support diversification goals March 13th, 2026
Angel Oak’s McBurnette on opportunities in housing, mortgages
Colin McBurnette, senior portfolio manager at the Angel Oak Funds, says that while high-rate and high-inflationary conditions have made a lot of investors worry about the housing market, those conditions -- along with wide spreads and low housing stocks creating an imbalance in the supply-and-demand dynamic -- have created real opportunities in the space.
Gretchen Lam on loan and CLO markets
Gretchen Lam, CEO of Octagon Credit Investors, LLC, sat down with Jane King on August 30th, 2023, for a NAVigator interview to discuss the U.S. loan market. Lam, who at the time of the interview was Octagon’s Senior Portfolio Manager, gives an overview of the late-2023 loan market and provides background on senior loans and collateralized loan obligations (CLOs).
Oppenheimer’s Penn: BDCs have adjusted to higher default risks
Mitchel Penn, managing director of equity research at Oppenheimer and Co., says that higher interest rates and stubborn inflation have impacted business development companies in terms of both defaults and leverage, but he notes that BDC executives have taken steps to minimize the impacts.
Oppenheimer’s Penn: ‘Fairly valued’ BDCs
Mitchel Penn, Managing Director of Equity Research for Oppenheimer & Co., says that business-development companies are now "fairly valued" by the market, which means that their biggest potential gains for the remainder of the year will come from simply capturing dividend payouts.
John Cole Scott’s August 2025 Update
John Cole Scott, President and CIO of CEF Advisors and Chairman of the Active Investment Company Alliance, provides a mid-year 2025 update on closed-end funds (CEFs) and exchange-traded funds (ETFs). He notes that his firm’s online database, CEFData.com, recently added a new 250-ticker symbol ETF data file with over 150 metrics in response to increasing interest in, and active management of, ETFs. Scott explains how both ...
