Ep. 368 — Enduring investment lessons from the legendary Mark Mobius
Dr. Mark Mobius, widely considered the father of emerging markets investor and a man who helped put the world into everyone's grasp during his long career running funds at Templeton, ...
Ep. 87— How alternative credit types can build returns and balance risks
Keith Ashton, portfolio manager for the Ares Dynamic Credit Allocation Fund (ticker ARDC), talks about why he likes collateralized loan obligations and other credits as a way of adding low-duration, high-yielding income instruments to a portfolio...
Ep. 86— Interval fund structure lets manager freely pursue the ‘best ideas’
Michael Naughton, chief operating officer for U.S. retail at Lord, Abbett and Co., says the interval-fund structure -- which limits shareholder redemptions -- has given managers of the Lord Abbett Credit Opportunities Fund the ability to pursue the firm's best ideas...
Interval Fund Boot Camp & Manager Spotlight
Interval Fund Boot Camp & Manager Spotlight March 31st, 2021
Discounts for Closed-End Funds Widen Again, Remain Attractive in Q4
Following consecutive quarters of discount compression, the universe of closed-end funds (CEFs) saw discounts widen again in the fourth quarter of 2024, averaging close to -6% and yielding about 9%, said John Cole Scott, AICA Chairman and President of Closed-End Fund Advisors (CEF Advisors), during his firm’s 52nd consecutive quarterly research call covering the CEF and business development company (BDC) universe.
Ep. 297 — Abrdn’s Laranjeiro: Tax-exempt yields are an attractive option now
Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exempt yields look really attractive," with tax-equivalent yields running up to 6 percent for ...