XA’s Kim Flynn on Private Markets
Kim Flynn, President of XA Investments, talks about private market investments and how advisors are turning to them to create new opportunities for clients. With so many U.S. businesses still held by private funds, private offerings offer an enticing alternative to public equities, Flynn said. An interval fund, a type of SEC-registered closed-end fund, can house a range of private assets — including alternative credit....
Closed-end funds provide a better balance between liquidity and returns
Erik Herzfeld, president of Thomas J. Herzfeld Advisors, says that investors are sacrificing returns for liquidity when they choose traditional mutual funds and ETFs instead of closed-end funds. The issue -- which arises due to the structures of the different fund types -- is a problem because...
Robinson’s Browne: How to overcome current fixed-income struggles
In this bonus edition of The NAVigator, Jonathan Browne, director of research at Robinson Capital, talks about how closed-end funds can help investors meet their needs for income in ways that traditional fixed-income strategies...
