The Carlyle Compass: Just-in-case, the possibility for higher commodity prices
The Carlyle Compass: Just-in-case, the possibility for higher commodity prices January 21st, 2026
Ep. 88— The role of closed-end funds in the changing 60-40 portfolio
With many experts questioning the validity of classic investment allocations, Patrick Galley of RiverNorth Capital Management discusses how closed-end funds fit into the standard 60-40 stocks/fixed-income mix as a way for investors to get more from the bond side of the equation...
Ep. 87— How alternative credit types can build returns and balance risks
Keith Ashton, portfolio manager for the Ares Dynamic Credit Allocation Fund (ticker ARDC), talks about why he likes collateralized loan obligations and other credits as a way of adding low-duration, high-yielding income instruments to a portfolio...

