AICA – Excellence Beyond Indexing

Business Advice

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

BDC Sessions

December 17th, 2020|Comments Off on BDC Sessions

Following the lockdowns and onset of impacts of the coronavirus, when the stock markets went into turmoil, many business development companies (BDCs) took a step back to avoid the worst of the effects.

How Taxable Fixed Income Is Helping Managers Preserve Principal and Find Yield

December 17th, 2020|Comments Off on How Taxable Fixed Income Is Helping Managers Preserve Principal and Find Yield

In today's low-interest-rate environment, principal perseveration a key fundamental present in bond strategies and managers must find yield without taking on too much undo risk.

Higher Yields Spur Strong Demand from Investors for Municipal CEFs

December 17th, 2020|Comments Off on Higher Yields Spur Strong Demand from Investors for Municipal CEFs

There has been an ongoing trend of new issuances in taxable municipal closed-end funds (CEFs), particularly from institutional and foreign investors as yields have been higher than other debt products.

23Apr, 2024

John Cole Scott’s early Q2 CEF update

By |April 23rd, 2024|Video Interviews|

John Cole Scott, President and Chief Investment Officer of CEF Advisors, gives an update on the universe of closed-end funds (CEFs), business development companies (BDCs), and interval funds as the second quarter of 2024 gets under way. Scott provides perspective on CEF performance based on his advisory firm’s various equity sector indexes. He also highlights specific funds that are doing well in the current economic environment based on discount, dividend, and manager analyses.

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