VettaFi: Housing Starts Fall 2.8% in April, Higher Than Expected
VettaFi: Housing Starts Fall 2.8% in April, Higher Than Expected May 21st, 2026
Ep. 140— AICA’s Scott: Closed-end fund 2.0 is off to a strong start
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, says that 20 investment firms have launched 30 new funds under the 'Closed-End Fund 2.0' format since 2019, and the results and opportunities are promising...
Ep. 139— Taggart: As unrest widens discounts, buy the asset not the bargain
Mike Taggart, founder of Taggart Fund Intelligence and executive director of the Active Investment Company Alliance, says that the stock market's rough January along with the war between Russia and the Ukraine have put the market in a tizzy and widened discounts for...
Ep. 138— BDCs and middle-market credit can solve rising-rate puzzle
Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp., says that the structure of business-development companies -- which allows assets to increase in value when interest rates rise, while keeping liabilities fixed, thereby raising spreads -- makes them particularly attractive to...
Gaal Surugeon on Real Assets
Gaal Surugeon, Managing Director and Portfolio Manager at Brookfield Real Assets Income Fund talks about investing in real assets: infrastructure, natural resources, real estate and other tangible assets that play an essential role in the functioning of the global economy. “From an investment perspective, we don’t just look at these sectors through a single lens, we think about them being available throughout the entire capital structure ...
CEF Performance Stabilizes in Q2, Munis Rock the Boat
The universe of closed-end funds (CEFs) saw discounts and yield stay roughly in line with the previous quarter, averaging a -4.74% discount and a weighted yield of 8.8%, said John Cole Scott, AICA Chairman and President of Closed-End Fund Advisors (CEF Advisors), during his firm’s 54th consecutive quarterly research call covering the CEF and business development company (BDC) universe.