CEF Quarterly Review: January 2022 Interview - Tom Roseen
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.
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Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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CEF Quarterly Review: October Interview - Tom Roseen
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.
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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CEF Insights: Finding Opportunity in Taiwan's Tech Sector
Corrina Xiao, Portfolio Manager and Christian McCormick, Director and Senior Product Specialist, both with Allianz Global Investors and the Closed-End Fund Association discuss the technology sector, the critical role of Taiwanese companies in the global supply chain and the outlook for the equity market in Taiwan.
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Allianz Global Investors
Christian McCormick
Director and Senior Product Specialist — Allianz Global Investors
Corrina Xiao
Portfolio Manager — Allianz Global Investors
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CEF Insights: Convertibles - Upside Participation, Downside Protection
F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.
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Advent Capital Management
Barry Nelson
Partner and Senior Advisor — Advent Capital Management
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CEF Insights: StoneCastle – Opportunities in the Bank Sector
Sanjai Bhonsle, Chairman and Chief Executive Officer of StoneCastle Financial Corp (“BANX”) and the Closed-End Fund Association discuss income solutions for investors and the opportunities in the banking sector.
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Sanjai Bhonsle
Chairman & CEO - StoneCastle Financial Corp
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CEF Quarterly Review: April Interview - Tom Roseen
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.
Download this podcast
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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CEF Monthly Review: March Interview - Tom Roseen
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.
Download this podcast
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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CEF Monthly Review: February Interview - Tom Roseen
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.
Download this podcast
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
|
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CEF Monthly Review: January Interview - Tom Roseen
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.
Download this podcast
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
|
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CEF Monthly Review: December Interview - Tom Roseen
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.
Download this podcast
View Transcript |
Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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CEF Insights: Looking for Technology Exposure, Think Taiwan
Corrina Xiao, Portfolio Manager with Allianz Global Investors, and the Closed-End Fund Association discuss the outlook for Taiwan and their robust technology sector as well as the advantages of local market knowledge for investors.
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Allianz Global Investors
Corrina Xiao
Portfolio Manager
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CEF Insights: Time for Gold & Gold Miners in a Volatile Environment
Axel Merk, President & Chief Investment Officer with Merk Investments and the Closed-End Fund Association discuss the outlook for gold and gold miners in this volatile economic environment.
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Merk Investments
Axel
President & Chief Investment Officer
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CEF Insights: Time to Look Outside the U.S. for Fixed Income
Rod Davidson, Head of Fixed Income Investment Specialists with Aberdeen Standard, and the Closed-End Fund Association discuss the outlook and opportunities for fixed income markets outside of the U.S.
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Aberdeen Standard
Rod Davidson
Head of Fixed Income Investment Specialists
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CEF Insights: Real Assets – Predictable Cash Flows in Volatile Markets
Larry Antonatos, Portfolio Manager & Head of Real Asset Solutions with Brookfield, and the Closed-End Fund Association discuss the outlook and opportunities for allocations to real asset sectors in a portfolio.
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Brookfield
Larry Antonatos
Portfolio Manager & Head of Real Asset Solutions
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Market Update ft. Dennis Emanuel (May 5, 2020)
Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC. and the Closed-End Fund Association discuss the week ended May 2 and outlook in the current market as part of CEFA’s CEF Insights podcast series.
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A.E.D. Fund Solutions LLC
Dennis Emanuel
Closed-End Fund Expert & Founder
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Managing Through Volatility with Closed-End Funds
Rennie McConnachie, Head of Global Banks and Josh Duitz, Portfolio Manager with the Global Equity team with Aberdeen Standard and the Closed-End Fund Association discuss managing the volatility among closed-end funds and identifying opportunities in the current market as part of CEFA’s CEF Insights podcast series.
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Aberdeen Standard Investments
Rennie McConnochie
Head of Global Banks
Josh Duitz
Portfolio Manager
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Accessing Private Securities in Real Asset Markets
Ben Rotenberg, portfolio manager with Principal and the Closed-End Fund Association discuss the potential for interval funds to provide access to private securities in the real assets sectors.
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Principal
Ben Rotenberg
Portfolio Manager
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Gold Mining Companies – Finding Diversification
Axel Merk and Peter Maletis from Merk Investments and the Closed-End Fund Association discuss the potential for gold mining companies to provide portfolio diversification at this point in the market cycle.
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Merk Investments
Axel Merk
President & Chief Investment Officer
Peter Maletis
Vice President, Gold & Precious Metals Research
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Energy Infrastructure & MLPs — are we turning a corner?
Jeff Jorgensen, Portfolio Manager and Director of Research with the Energy Infrastructure Securities team at Brookfield Public Securities Group and the Closed-End Fund Association discuss the fundamentals and opportunity in the energy infrastructure and MLP space after a difficult period for the sector.
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Brookfield Public Securities Group
Jeff Jorgensen
Portfolio Manager & Director of Research, Energy Infrastructure Securities
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