CEF INSIGHTS

Aug 01 2024 100 ep. 15 mins 46
CEF INSIGHTS Podcast artwork

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

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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

ASA Gold Mining Opportunity Needs Shareholder Support

Mar 28 2024 17 mins  
With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an important vote on its Board of Directors, which could impact the Fund. Gain insight into the current market, ASA’s strategy, and the need f

Advent’s Convertible & High-Yield Strategy & Outlook

Mar 11 2024 11 mins  
Market volatility remains a concern despite steady economic conditions, making convertible securities and high-yield bonds like the Advent Convertible and Income Fund (AVK) potentially attractive to investors. Gain insight into AVK’s strategy, performance, and outlook from Tony Huang, Portfolio Manager at Advent Capital Management, a leader in managing convertible securities.

Carlyle’s Perspective: CLO Advantages, Strategy & Outlook

Mar 04 2024 21 mins  
As one of the world’s largest managers of collateralized loan obligations (CLOs), Carlyle leverages its 25 years of experience and broad resources including 20-plus research analysts to help investors generate income and capital appreciation through the Carlyle Credit Income Fund (CCIF). Gain insight into CCIF’s strategy, positioning, current market dynamics, and more from Mana

The Latest on TBLD’s Global, Multi-Asset Strategy

Feb 08 2024 14 mins  
Since Thornburg Investment Management’s last conversation with CEF Insights, some market dynamics have changed. Amid resilient economic growth, daunting federal deficits, an upcoming election and other factors, Thornburg’s Christian Hoffmann shares the latest views on its global multi-asset strategy for income, potential opportunities, and the broader market outlook for 2024. L

CEF Insights Quarterly Review: January 2024 Interview - Tom Roseen

Jan 17 2024 21 mins  
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.