Nuveen: Yields surge as inflation and oil rattle markets
Nuveen: Yields surge as inflation and oil rattle markets May 18th, 2026
Ep. 154— Five ‘plain vanilla’ closed-end funds for these markets
With the volatility and downward pressure in the market pushing many investors to specialty funds, sector offerings and alternatives, John Cole Scott, chief investment officer at Closed-End Fund Advisors and chairman of the Active Investment Company Alliance returns to the NAVigator this week to talk about...
Ep. 153— BDC Reporter’s Marshi is ‘quite optimistic,’ even if there’s a recession
Nicholas Marshi, editor of the BDC Reporter, says that business-development companies had a good first-quarter across the board, despite troubles across the broad market. After seven quarters of BDC's generally increasing net asset value per share...
Ep. 152— BlueBay’s Farley: Investors ‘aren’t buying the dips, they’re selling the rallies’
Duncan Farley, portfolio manager for BlueBay Asset Management and co-manager of the BlueBay Destra International Event Driven Credit Fund, says that today's headlines are driving more companies to distraction and creating the types of problems that he sees as investment opportunities...
Investors Reward Muni CEFs, Preferred Equity Following Rate Cut
After the Fed's benchmark rate cut on September 17, 2025, investors moved quickly into municipal bond closed-end funds (CEFs), international bonds, and preferred equity: sectors that stood gain swift relief from the quarter-point rate reduction.
Ep. 334 — With his fund up 100% this year, veteran manager says gold can go higher
Axel Merk, Chief Investment Officer of the ASA Gold and Precious Metals Fund, says that while gold has been rolling this year, the start of rate cuts along with a weakening dollar and persistent geopolitical risks (including tariffs) make it that there is no end in sight for the precious metals rally to continue.