AICA – Excellence Beyond Indexing

Business Advice

Insight2016-08-01T14:51:33-04:00

Demand for CEFs Expected to Increase as Investors Look for Alternative Fixed Income Products

December 17th, 2020|Comments Off on Demand for CEFs Expected to Increase as Investors Look for Alternative Fixed Income Products

As traditional fixed-income portfolios and allocations are becoming a thing of the past, individual investors are starting looking at alternative fixed income solutions such as closed-end funds.

Closed-End Funds Offer Equity Investment Opportunities Despite Increased Volatility

December 17th, 2020|Comments Off on Closed-End Funds Offer Equity Investment Opportunities Despite Increased Volatility

Although indiscriminate volatility has caused valuations to decline significantly since March, managers have been able to take advantage of lower prices to cheaply buy some company equities.

With a Majority of BDCs Trading Below Net Asset Value, Differentiation is Key

December 17th, 2020|Comments Off on With a Majority of BDCs Trading Below Net Asset Value, Differentiation is Key

The need to differentiate from the competition is essential as the competitive BDC landscape tightens up, with more lenders bidding on the same deals and many BDCs trading below net asset value.

2May, 2024

ArrowMark’s Dana Staggs on regulatory capital relief securities

By |May 2nd, 2024|Video Interviews|

Dana Staggs, President of ArrowMark Financial Corp., sits down with Jane King to discuss bank-issued regulatory capital relief securities. Staggs provides a primer and income-investor perspective on these financial instruments, saying their relatively stable asset profiles and general lack of correlation to other asset classes makes them attractive

26Apr, 2024

Josh Duitz on trends in infrastructure

By |April 26th, 2024|Video Interviews|

Josh Duitz, Head of Global Equities at abrdn, discusses his firm’s Global Dynamic Dividend Fund (AGD) and abrdn’s global income and infrastructure strategy more generally. In his interview with Jane King, Duitz says structural changes in the U.S. economy are creating exciting, new opportunities to invest in infrastructure, including energy transition, the increasing use of data in technology, and population growth. He also talks about the potential impacts of the 2024 presidential election on infrastructure investing

Ready to talk?

Lorem ipsum dolor sit amet, consectetur adipisicing elit mod tempor incididunt ut labore et dolore magna aliqua.