Simpson Thacher: Department of Labor Releases Proposed Rule Aiming to Reduce Litigation Risk Associated With 401(k) Plans Including Access to Private Markets Assets
Simpson Thacher: Department of Labor Releases Proposed Rule Aiming to Reduce Litigation Risk Associated With 401(k) Plans Including Access to Private Markets Assets April 2nd, 2026
Sit’s Doty sees current market creating a sweet spot for CEFs
Bryce Doty, senior portfolio manager at Sit Investment Associates, says that the market's troubles this year have set closed-end funds up to be in a sweet spot, able to generate additional returns that traditional mutual funds and ETFs can't get investing in the same spaces...
The difference between funds with discounts or premiums is more than pricing
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, discusses some equity and fixed-income funds currently trading at premiums and compares them with similar funds priced at a discount...
Nuveen’s Ryan: Municipal bonds have stabilized and are poised to recover
Portfolio manager Tim Ryan of Nuveen -- who runs the Nuveen Dynamic Municipal Opportunities closed-end fund -- says that after a miserable first half of 2022 that lagged Treasury bonds, conditions have stabilized for muni bonds, which now have a more attractive yield curve...
Christian Munafo on the Mid-2025 Economy
Christian Munafo, Chief Investment Officer, Liberty Street Advisors, Inc., and Portfolio Manager of The Private Shares Fund, explores the current investment landscape for closed-end funds: capital raising, M&As, IPOs, tariffs and more. “I think the tariff dynamics in April put a bit of a shock to the system and slowed things down temporarily, but ...
Mark Gatto on Private Alts
Mark Gatto, Co-Founder and Co-CEO of CION Investments, joins Jane King to discuss private alternative investments and how they differ from conventional investments such as stocks and bonds, which are traded on public exchanges. “Private assets … function outside of that marketplace and are relatively illiquid,” ...
