Carlyle: Thou doth debunk too much
Carlyle: Thou doth debunk too much March 2nd, 2026
How and why some closed-end trades require a matchmaker
Russell Robinson of Capital Institutional Services -- a brokerage platform that supplies liquidity for closed-end funds -- describes how some issues are thinly traded and require an intermediary like his firm to step in and maintain an orderly market...
Interval funds offer a unique, structured way to get alternatives
This week on The NAVigator, Jeremy Goff, managing director at Tortoise Advisors, discusses how investors can use interval funds -- which have less liquidity than the standard closed-end fund -- to add structure and diversification to a portfolio. Goff compares traditional closed-end funds...
Fund manager Merk: Closed-end options can figure into precious-metals decisions
Axel Merk, president and chief investment officer at the Merk Funds, recently took over the ASA Gold and Precious Metals closed-end fund, and he talks about what convinced him to mak the move, the differences between traditional funds and closed-end funds for investors seeking...
abrdn’s Mondillo: Downtrodden muni funds now represent a big opportunity
Jonathan Mondillo, head of North American fixed income for abrdn, says the municipal bond market has been looking at a "teacup inversion," and as that changes when the Federal Reserve cuts rates later this year, it should set up well for...
CEF Discounts Remain Wide, Yields Attractive in Q4 2023
Business development companies (BDC) continued to rally in the fourth quarter of 2023, benefitting from stabilizing dividend policies and narrowing discounts, said John Cole Scott, AICA Chairman and President of Closed-End Fund Advisors (CEFA), on CEFA’s 48th consecutive quarterly research call.
