Merk Investments: ASA Gold and Precious Metals Limited Announces 90-Day Extension of Investment Advisory Agreement
Merk Investments: ASA Gold and Precious Metals Limited Announces 90-Day Extension of Investment Advisory Agreement March 31st, 2026
XA Investments’ Flynn sees rapid growth in interval funds using alternatives
Kimberly Flynn, managing director of alternative investments at XA Investments, says that demand for alternative investments as a means of adding diversification to a portfolio has spurred tremendous growth in interval funds, whose limited liquidity makes them an ideal vehicle for many types of less-liquid securities.
Closed-End Fund Advisors’ Scott on the funds he is using most for clients now
John Cole Scott, president of Closed-End Fund Advisors, discusses what he is seeing in the market now by delving into four of the investments he is using the most and weighting heavily in client portfolios.
BDCs are well-positioned to handle Fed policies and recession
Mickey Schleien, managing director for equity research at Ladenburg Thalmann and Co, says that business-development companies have seen the rising interest-rate environment lead to higher yields, which has helped to offset declines in net asset value that BDCs have...
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...
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.
