Carlyle: Private markets at an inflection point
Carlyle: Private markets at an inflection point April 14th, 2026
ASA Gold’s Merk: The market is already pricing in a recession
Axel Merk, chief investment officer of the ASA Gold and Precious Metals fund, says that the market is pricing in a recession and the start of rate cuts down the road, and the gold market is already reacting because it tends to lead in these cycles...
Angel Oak’s Pate: End of the rate-hike cycle will pay off for banks in ’23
Cheryl Pate, senior portfolio manager for Angel Oak Capital -- manager of the Angel Oak Financial Strategies Income Term Trust -- says that it's late in the cycle for rate hikes, mid-cycle for banks in terms of margin expansion and early in the cycle for credit...
AICA’s John Cole Scott: Expect the weak to get stronger in 2023
John Cole Scott, chief investment officer at Closed-End Fund Advisors -- the chairman of the Active Investment Company Alliance -- says that investors looking for the top sector bets in the new year will want to look at some of 2022's weakest areas, most notably real estate investment trusts (REITs) and real assets...
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...
