Podcast

Maury Fertig, chief investment officer at Relative Value Partners, discusses the factors he considers when picking closed-end funds to add to client portfolios, and how those criteria are impacted by current market conditions that have seen closed-end issues get whipsawed by...

Maury Fertig, chief investment officer at Relative Value Partners, says the market's rebound from a year ago has made it harder to find closed-end issues worth buying and holding now, but he says there are selected opportunities still worth pursuing...

Bill Pekowitz, portfolio manager for the Aberdeen Global Premier Properties Fund, says that lockdowns during the coronavirus pandemic hit brick-and-mortar retail, hotels, office space and the urban apartment sectors, but boosted cell towers, warehouses...

Wendy Huang, business development manager for primary markets at the London Stock Exchange Group, discusses the differences between American markets and closed-end funds and those in England and explains...

Anne Kritzmire, an independent closed-end fund trustee, explains how the role of directors differs in closed-end funds compared to traditional mutual funds, where boards are known for passing everything management's way...

Michael Roomberg, manager of the Miller/Howard High Income Equity Fund, says that the end of election uncertainty -- and sustainable fiscal policy that provides a tailwind for domestic consumption -- and the development of vaccines for coronavirus fueled a rally in value stocks...

William Costigan, managing director at Guggenheim Partners and senior member of the active fixed-income team, says that with real interest rates low and nominal yields on Treasuries at or below zero, investors must look to creatively expand their bond exposure...

Larry Antonatos, portfolio manager overseeing real asset strategies at Brookfield Asset Management, says that infrastructure investments will benefit in 2021 from the political changes in Washington that may spur additional government investments, as well as the end of the pandemic...

John Cole Scott of Closed-End Fund Advisors, the founding chairman of the Active Investment Company Alliance, compares 2020 to unusual years from the past, looks at the best and worst performing investment areas for...

Cheryl Pate, portfolio manager for Angel Oak Capital, says that banks took steps to shore up their balance sheets and now are sitting on excess reserves, which should boost earnings in the latter half of 2021. Coupled with a positive picture on interest rates...