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

Think of closed-end funds as ‘alternatives light’ to solve yield woes

November 27th, 2020|Comments Off on Think of closed-end funds as ‘alternatives light’ to solve yield woes

Jonathan Browne, director of closed-end fund research at Robinson Capital, says that investors should be looking to closed-end funds to help solve the yield challenges they face today, when low interest rates have challenged the traditional 60-40 portfolio and...

Rob Shaker: Tax-loss selling should spur closed-end buying for the holidays

November 20th, 2020|Comments Off on Rob Shaker: Tax-loss selling should spur closed-end buying for the holidays

Rob Shaker, portfolio manager at Shaker Financial, says that the tax-loss selling season for closed-end funds should be particularly interesting in 2020, given the volatility funds saw throughout the year. That said, he anticipates that discounts will widen in December...

Calamos’ Bush: Low interest rates have helped create closed-end opportunities

November 13th, 2020|Comments Off on Calamos’ Bush: Low interest rates have helped create closed-end opportunities

Robert Bush, senior vice president and director of closed-end fund products at Calamos Investments, says that the benefits of closed-end fund investing have been on display this year in the rebounding stock market coupled with the low rate environment...

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