Investment Flexbility in Volatile Markets
CEFA was joined by Bob Bush, Senior Vice President with Calamos, to discuss 1) the benefits of investment flexibility and active management in volatile markets; 2) convertibles as a risk-managed way to invest in equity markets and; 3) evaluating closed-end funds for your portfolio.
Winning by not Losing: Convertible Bonds
CEFA was joined by F. Barry Nelson, Partner at Advent Capital Management LLC. This Q&A recaps a discussion about how convertible securities found in closed-end funds offer a compelling opportunity to add value in portfolios given the volatility that has re-emerged in the market.
Discount Shopping with Closed-End Funds
Discounts had a higher rating than long-term stability and income among financial advisors and investors polled in a recent Aberdeen survey. About 54% of those polled believe that purchase discounts to net asset value are the most attractive benefit of investing in closed-end funds.
Podcast | How Electric Vehicles Could Impact Future Oil Demand
Click to learn why Tortoise doesn't think the oil sector will be meaningfully impacted soon by the growth of electric cars.
U.S. REITs 2019 Outlook: Strength from the Ground Up
After a challenging year for REITs, here’s why 2019 could be better for REITs.
Senior Loan & High Yield Review
Mounting fears regarding the pace of interest rate led equities to fall 13.52% in the quarter, as measured by the S&P 500 hikes.
Nuveen Shares Ten Predictions for 2019
Nuveen shares insight on ten predictions for the 2019 market. Additional clips about each of the predictions will allow you to explore more.
Investment Flexibility in Volatile Markets
Senior Vice President
Winning by not losing: Convertible Bonds and Closed-End Funds
F. Barry Nelson
Advent Capital Management LLC
Market Outlook: Senior Loan Edition
Senior Portfolio Manager
Yearly Wrap-up & Outlook: Domestic and International Investing
CEFA gathered four experts spanning global and domestic markets to discuss investment opportunities in the U.S. and abroad. After capturing some 2018 highlights, we have a closer look at expectations for 2019 in real assets, global bonds and international equities.