Veteran manager says that for all the headline risks, this is a ‘generic widening’
Rob Shaker, Portfolio Manager at Shaker Financial Services, says that while the headlines may have investors on edge, the fear-based selling that gripped the market around the start of war...
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...
Kayne’s Baker: Energy industry is well set up for the next five years
Jim Baker, managing partner and co-head of energy infrastructure at Kayne Anderson Capital Advisors, says that the energy transition -- the push away from traditional fossil fuels towards renewable sources -- will take decades, creating a long-term megatrend in the energy business.
Year-end action – not bubble worries – will drive year-end CEF discounts
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that he's "not seeing anything in the closed-end fund space that would point to any type of bubble conditions." He sees generic, slow widening of discounts happening now, mostly ...
John Cole Scott on what’s next for the BDC, private credit markets
John Cole Scott, President of CEF Advisors, discusses the changing landscape of business-development companies and the details he gleaned from attending the recent Eversheds BDC Roundtable, which focused on legislative and other issues that are creating challenges ...
