CEF Insights Market Update: September Review
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discusses Tom’s insights on September's 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 Insights Market Update: August Review
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discusses Tom’s insights on August's 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 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 Market Update: July Review
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discusses Tom’s insights on July's 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 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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CEF Insights Market Update: June Review
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 June's 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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Lipper’s April-May Closed-End Fund Market Review
Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report and the Closed-End Fund Association discuss Tom’s insights on April's closed-end fund market and how that is following through into May.
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Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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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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Lipper’s March-April Closed-End Fund Market Review
Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on March's closed-end fund market action.
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Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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Lipper’s February Closed-End Fund Market Review
Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on February's closed-end fund market action.
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Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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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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Lipper’s January Closed-End Fund Market Review
Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides in depth monthly commentary on the closed-end fund market and the Closed-End Fund Association discuss Tom’s insights on January's closed-end fund market action.
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Refinitiv Lipper
Tom Roseen
Head of Research Services
Download Tom's full report here
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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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