The Big Picture: Outlook from the Co-CEOs at Oaktree Conference 2026
The Big Picture: Outlook from the Co-CEOs at Oaktree Conference 2026 April 14th, 2026
Ep. 67— Closed-end funds can be ‘on sale’ without being a bargain
John Cole Scott of Closed-End Fund Advisors, the executive chairman of the Active Investment Company Alliance, discusses how closed-end funds can trade at big discounts yet still not be relatively cheap...
Ep. 66— Think of closed-end funds as ‘alternatives light’ to solve yield woes
Jonathan Browne, director of closed-end fund research at Robinson Capital, says that investors should be looking to closed-end funds to help solve the yield challenges they face today, when low interest rates have challenged the traditional 60-40 portfolio and...
Ep. 65— Rob Shaker: Tax-loss selling should spur closed-end buying for the holidays
Rob Shaker, portfolio manager at Shaker Financial, says that the tax-loss selling season for closed-end funds should be particularly interesting in 2020, given the volatility funds saw throughout the year. That said, he anticipates that discounts will widen in December...
Ep. 283 — RiverNorth’s Browne: Muni bond funds look cheap and promising now
Jonathan Browne, Senior Investment Analyst at RiverNorth Capital Management — and Portfolio Manager on five of the firm's municipal bond closed-end fund-of-funds — says that the headwinds that made for big struggles in the...
Ep. 282 — Arrowmark’s Staggs on an income-generating alternative play on banks
Dana Staggs, President of Arrowmark Financial Corp., talks about how regulatory capital relief securities — bank-generated floating-rate notes that are currently producing yields of up to 15 percent — can function as an alternative investment. He notes that due to...