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Ep. 15— Interval funds offer a unique, structured way to get alternatives

December 13th, 2019|Comments Off on Ep. 15— 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...

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Ep. 14— Fund manager Merk: Closed-end options can figure into precious-metals decisions

December 6th, 2019|Comments Off on Ep. 14— 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...

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Ep. 13— 2019 has been a record year for closed-end IPOs, and 2020 should be better

December 2nd, 2019|Comments Off on Ep. 13— 2019 has been a record year for closed-end IPOs, and 2020 should be better

Jerry Raio, president and chief executive officer at Arbor Lane Advisors in New York -- a firm that helps money-management companies develop new investment products -- says that changes making closed-end fund initial public offerings more attractive have combined with favorable market conditions...

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26Apr, 2024

Josh Duitz on trends in infrastructure

By |April 26th, 2024|Video Interviews|

Josh Duitz, Head of Global Equities at abrdn, discusses his firm’s Global Dynamic Dividend Fund (AGD) and abrdn’s global income and infrastructure strategy more generally. In his interview with Jane King, Duitz says structural changes in the U.S. economy are creating exciting, new opportunities to invest in infrastructure, including energy transition, the increasing use of data in technology, and population growth. He also talks about the potential impacts of the 2024 presidential election on infrastructure investing

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