CEF INSIGHTS

Jan 29 2025 100 ep. 15 mins 43
CEF INSIGHTS Podcast artwork

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Finding Income & Stability with Senior Loans

Jan 29 2025 12 mins  
As the only liquid fixed income investment with no duration, U.S. senior floating rate loans offer unique protection against interest rate volatility along with high yield, making them a valuable diversifier in income-focused portfolios. Dive deeper into the benefits of senior loans and Nuveen’s strategy and outlook with Nuveen Head of Senior Loans Scott Caraher. Nuveen, the inv

The Case for Convertibles & High Yield

Jan 22 2025 10 mins  
With additional capital raised in 2024, the Advent Convertible & Income Fund (AVK) balances convertible securities and high yield bonds as it aims to provide capital appreciation and income amid current market conditions. Gain updates on the Fund’s portfolio allocation, performance and potential opportunities from Portfolio Manager Tony Huang. Advent Capital Management is the In

Opportunities for Income with Real Assets

Jan 09 2025 12 mins  
Easing interest rates, stabilizing inflation and resilient economic growth could make real assets like infrastructure and real estate attractive opportunities for new capital deployment in 2025. Gain insight into the potential of real assets with Brookfield Oaktree’s 2025 outlook, strategy and more. Brookfield Oaktree Wealth Solutions provides financial advisors and their clients

Building Income with Mortgage Securities

Jan 06 2025 18 mins  
Whether Fed adjustments lead to a soft landing or further easing, mortgage securities’ diversification benefits and potential for higher yields with reduced volatility make them an attractive option for income-oriented investors. Discover Western Asset Management’s unique approach to the strategy with the Western Asset Mortgage Opportunities Fund (DMO) and 2025 fixed income out

Gold Sector Review & 2025 Outlook

Nov 08 2024 14 mins  
Gold continues to trade near all-time highs. As the broader market sees interest rate cuts and improving inflation mixed with challenging federal deficits, an election and other factors, where can investors find potential opportunities? Gain insight into gold, precious metals and minerals with a sector review and outlook from Merk Investments President and Chief Investment Officer

Liberty All-Star’s Multi-Manager Equity Strategies for Income

Aug 01 2024 13 mins  
Unique among closed-end funds, the multi-manager approach of the Liberty All-Star Growth Fund (ASG) and Liberty All-Star Equity Fund (USA) has helped promote consistent performance and support distributions for over 37 years. Gain insight into the benefits of this strategy, how ASG and USA are currently positioned, and why the funds fit well in a retirement portfolio from Robert Mi

MEGI & the Growing Need for Infrastructure

Jul 29 2024 11 mins  
Increasing global demand for energy and other utilities amid slowing economic growth, expectations for declining interest rates in markets worldwide, and other factors present potential opportunities in infrastructure. Learn more from CBRE Investment Management’s David Leggette, who offers insight into the current environment and why the MainStay CBRE Global Infrastructure Megatr

Accessing Private Credit with Interval Funds

Jun 12 2024 30 mins  
Interval funds have surged in popularity among investors seeking diversification, access to private securities and alternative assets, and the potential for higher returns. And in recent years, private credit-focused intervals have shown especially strong growth. In this first CEF Insights Podcast episode on intervals, FS Investments Managing Director of Credit Wealth Solutions Rob

Activism & The Importance Of Shareholder Voting

May 09 2024 16 mins  
Many closed-end funds continue to face activism which is often focused on short-term actions that may not benefit the long-term strategy of a fund – and limited shareholder participation in proxy voting can give activists outsized influence. In this two-part discussion, learn about the importance of shareholders participating in proxy voting from Georgeson’s Chris Hayden and

Chinese Market Transition & Long-Term Opportunities

May 01 2024 25 mins  
The Chinese equities market struggled in 2022 and 2023, but the consumer market continues to broaden and develop, which presents potential opportunities for medium and long-term investors of Franklin Templeton’s Templeton Dragon Fund (TDF). Gain insight into the current Chinese market landscape, TDF’s strategy, and why the time is now to invest in China, from Portfolio Manager