How John Cole Scott Is Reading the BDC Sell-Off
In this interview from the New York Stock Exchange, John Cole Scott, President & CIO of CEF Advisors, breaks down the sharp sell-off in business development companies (BDCs) amid AI fears, renewed scrutiny of private credit, and broad market...
Not All Income Is Created Equal: How We’re Positioning for 2026 with John Cole Scott President at CEF Advisors
In this interview from the NYSE, John Cole Scott, President & CIO of Closed-End Fund Advisors, discusses how he’s thinking about income-oriented portfolios heading into 2026 amid persistent inflation, evolving interest-rate expectations, and ongoing market volatility.
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....
John Cole Scott’s August 2025 Update
John Cole Scott, President and CIO of CEF Advisors and Chairman of the Active Investment Company Alliance, provides a mid-year 2025 update on closed-end funds (CEFs) and exchange-traded funds (ETFs). He notes that his firm’s online database, CEFData.com, recently added a new 250-ticker symbol ETF data file with over 150 metrics in response to increasing interest in, and active management of, ETFs. Scott explains how both ...
Gaal Surugeon on Real Assets
Gaal Surugeon, Managing Director and Portfolio Manager at Brookfield Real Assets Income Fund talks about investing in real assets: infrastructure, natural resources, real estate and other tangible assets that play an essential role in the functioning of the global economy. “From an investment perspective, we don’t just look at these sectors through a single lens, we think about them being available throughout the entire capital structure ...
VettaFi’s Roxanna Islam on ETFs
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses exchange-traded funds (ETFs), the different types of ETFs and their evolution. ETFs have traditionally been passive and low-cost— factors that have always made them desirable, Islam said. But actively managed ETFs are skyrocketing in popularity, with some 90% of the more than 500 new ETFs ...
Christian Munafo on the Mid-2025 Economy
Christian Munafo, Chief Investment Officer, Liberty Street Advisors, Inc., and Portfolio Manager of The Private Shares Fund, explores the current investment landscape for closed-end funds: capital raising, M&As, IPOs, tariffs and more. “I think the tariff dynamics in April put a bit of a shock to the system and slowed things down temporarily, but ...
Mark Gatto on Private Alts
Mark Gatto, Co-Founder and Co-CEO of CION Investments, joins Jane King to discuss private alternative investments and how they differ from conventional investments such as stocks and bonds, which are traded on public exchanges. “Private assets … function outside of that marketplace and are relatively illiquid,” ...
Axel Merk on Tariffs, Trade, and Gold
Axel Merk, President and CEO of Merk Investments, joins Jane King in a conversation about tariffs and trade and how gold and gold mining fit into the current equation. He said President Trump’s efforts to balance trade are acting as a “wrench thrown into the global financial system,” thereby distorting U.S. influence and impacting financial flows
Steve Hlavin on High-Yield Muni Strategies
Stephen Hlavin, Managing Director and Portfolio Manager at Nuveen, sits down with Jane King to discuss high-yield municipal strategies, including the Nuveen Enhanced High Yield Municipal Bond Fund, an interval fund. The fund, which Lavin manages, is a part of the $191 billion in high-yield municipal strategies that Nuveen manages, which also includes multiple closed-end funds (CEFs).