VettaFi: The Big Four Recession Indicators: Real Retail Sales
VettaFi: The Big Four Recession Indicators: Real Retail Sales April 1st, 2026
A ‘Wall of Meh’ in sentiment is an opportunity for closed-end fund investors
Rob Shaker, portfolio manager at Shaker Financial Services, says that economic conditions -- the debt-ceiling debate, troubled banks, higher interest rates and persistent inflation -- have created a situation where the market isn't climbing the proverbial wall of worry,...
BlueBay’s Farley on zagging while the credit market zigs
Duncan Farley, portfolio manager at BlueBay Asset Management -- which runs the BlueBay Destra International Event-Driven Credit Fund -- discusses how his fund produced a 20-plus percent gain during one of the worst years ever for the...
Calamos’ Freund: Rates could be as range-bound as stocks for a while
Matt Freund, co-chief investment officer/head of fixed-income strategies at Calamos Investments, says he expects interest rates to settle in and remain stable for quite a while before trending down; he expects more volatility in longer-term bonds, which will make it harder for investors...
Calamos’ Freund expects 4 rate cuts in a year, creating wider discounts
Matt Freund, Co-Chief Investment Officer at Calamos Investments, expects the Federal Reserve to make "a couple of cuts this year, followed by two or three cuts next year," and that those moves will be made while inflation stays at current levels or rise slightly.
A battle over closed-end activism is now awaiting a Supreme Court decision
Kenneth Burdon, an attorney with Simpson Thacher and Bartlett, discusses the court cases between Saba Capital and four closed-end fund sponsors that has wound its way to the U.S. Supreme Court and that is expected to force a change in the...
