VettaFi: The Big Four Recession Indicators: Real Retail Sales
VettaFi: The Big Four Recession Indicators: Real Retail Sales April 1st, 2026
Sit Funds’ Doty: Banking woes are creating closed-end opportunities
Bryce Doty, senior portfolio manager at Sit Investment Associates says that the problem at the heart of the current banking crisis is not a default problem, but rather is a logical outcome from how quickly the Federal Reserve raised interest rates.
CEF Advisors’ Scott: Upcoming rate, inflation headlines won’t rattle BDCs
John Cole Scott, president of Closed-End Fund Advisors says that -- despite a rough outing for business development companies this week -- BDCs have had a strong quarter from a total return perspective,...
Reaves’ CEO Rhame: Despite high-rate, high-inflation market, utilities are worth a look
Jay Rhame, chief executive officer at Reaves Asset Management -- president of the Reaves Utility Income Fund -- says that the dividend-growth potential for utility companies makes them a viable investment option in today's high interest-rate high inflation market. While those conditions typically are not ideal for utilities, Rhame says utility stocks are reasonably valued...
VettaFi’s Roxanna Islam on ETFs
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses exchange-traded funds (ETFs), the different types of ETFs and their evolution. ETFs have traditionally been passive and low-cost— factors that have always made them desirable, Islam said. But actively managed ETFs are skyrocketing in popularity, with some 90% of the more than 500 new ETFs ...
Veteran manager says volatile market has stress-tested ‘discount-capture investing’
Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for...
