Simpson Thacher: Ninth Circuit: Reverses Dismissal Finding “Rare Circumstances” Where Core Operations Doctrine Applies
Simpson Thacher: Ninth Circuit: Reverses Dismissal Finding “Rare Circumstances” Where Core Operations Doctrine Applies April 21st, 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.
CEF Advisors’ Scott on the start of the 2025 tax-loss harvesting season
John Cole Scott, President of CEF Advisors, looks at tax-loss selling season and whether it has started yet, noting that a few asset classes have largely been able to avoid situations where there will be widespread harvesting this year, while ...
Kayne Anderson: PERE: Medical Office Building Prove Defensive, Durable and In Demand (PDF)
Kayne Anderson: PERE: Medical Office Building Prove Defensive, Durable and In Demand (PDF) December 1st, 2025
