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Ep. 82— Water is an overlooked part of infrastructure investing

March 12th, 2021|Comments Off on Ep. 82— Water is an overlooked part of infrastructure investing

Nick Holmes, portfolio manager for the Tortoise Essential Assets Income fund, discusses how investing in water infrastructure is mostly lumped in with other infrastructure plays, which he considers a mistake, noting that water is viewed differently as an asset class around the world...

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Ep. 81— Legendary manager Wick on the workings of his closed-end fund

March 5th, 2021|Comments Off on Ep. 81— Legendary manager Wick on the workings of his closed-end fund

Paul Wick, long-time manager of the Columbia Seligman Communication and Information Fund -- one of the most successful sector funds in history -- talks for the first time about managing a closed-end fund, Columbia Seligman Premium Technology Growth...

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Ep. 80— Rareview’s Azous talks the dangers that rising rates pose now

February 26th, 2021|Comments Off on Ep. 80— Rareview’s Azous talks the dangers that rising rates pose now

Neil Azous, chief investment officer at Rareview Capital, says that 10-year real US interest rates -- which have been on the rise for the last few weeks -- are 'the most impending danger' to investor portfolios...

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