Ep. 371 — Sit’s Doty says rates will rise, peak and shift downward by year’s end
Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says that “the worst is over as far as yields going up,” noting that the next shift could be down, but he calls the conditions “tricky”...
Ep. 137— Bonus episode: Rate and inflation picture are triggering rotation
Maury Fertig, chief investment officer at Relative Value Partners, discusses the factors he considers when picking closed-end funds to add to client portfolios, and how those criteria have been impacted by headlines about rising rates and inflation...
Ep. 136— What to expect from closed-end funds in a rising-rate environment
Mike Taggart, founder and chief executive officer at Taggart Fund Intelligence -- the recently appointed executive director of the Active Investment Company Alliance -- talks about his research into how closed-end funds have performed in rising-rate cycles...
Ep. 135— In the closed-end discount cycle, now is the time to be buying
Rob Shaker, portfolio manager at Shaker Financial, says that the market's recent struggles have re-started a cycle and repetitive pattern that closed-end fund investors should recognize and take advantage of. It starts when excessive selling pressures...
Ep. 325 — Aberdeen’s Akus on the struggles facing healthcare, biotech investors
Jason Akus, Head of Healthcare Investing for Aberdeen Investments, says that current conditions for healthcare and biotech investing are making for "one of the most challenging, difficult and dislocated environments I've seen." While trades in technology, artificial intelligence and...
VettaFi’s Roxanna Islam on ETFs
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses exchange-traded funds (ETFs), the different types of ETFs and their evolution. ETFs have traditionally been passive and low-cost— factors that have always made them desirable, Islam said. But actively managed ETFs are skyrocketing in popularity, with some 90% of the more than 500 new ETFs ...