Liberty Street’s Gutierrez on private investment trends in A.I.
David Gutierrez, Vice President at Liberty Street Advisors and part of the team running the Private Shares Fund says that private markets are similar enough to public markets that one of the ...
Gabelli’s Marangi expects market is about to widen its opportunity set
Chris Marangi, co-chief investment officer for value at the Gabelli Funds, says 'the new normal' is one where inflation is higher than the Federal Reserve's target of 2 percent and growth is below trend, but it is creating an opportunity for...
Nuveen’s Baker: Look beyond yield to find opportunity in preferreds
Doug Baker, head of preferred securities at Nuveen, says that while it is relatively common now to find preferreds with yields above 7 percent, the real opportunity for investors at the moment comes from looking beyond the yield.
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,...
Nuveen’s Chintapalli says the high-yield market has never looked less junky
Ravi Chintapalli, Client Portfolio Manager covering leveraged finance for the Nuveen Global Fixed Income team, says that he has never seen a high-yield market that has been higher quality than what he is seeing now. That helps to explain tighter spreads, and suggests ...
Closed-End Fund Discounts Widen Again in Q3
After the Fed's benchmark rate cut on September 17, 2025, investors moved quickly into municipal bond closed-end funds (CEFs), international bonds, and preferred equity: sectors that stood gain swift relief from the quarter-point rate reduction.
