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Nuveen’s Preferred Securities Strategy for Navigating Market Challenges
Exposure to the preferred securities sector provides a degree of portfolio diversification investors may not get from traditional fixed income. In this CEF Insights Podcast episode, Nuveen portfolio managers discuss how preferred securities strategies can help investors navigate current market challenges, and the outlook for the preferred sector and broader market.


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Nuveen
Paul Blomgren, CFA
Client Portfolio Manager — Nuveen


CEF Insights Podcast: Opportunities in Senior Floating Rate & High Yield Fixed Income Strategies with First Trust
First Trust Managing Director of Fixed Income and Senior Portfolio Manager William Housey discusses opportunities within these asset classes, the impact of a possible recession in 2023, and more views on the current market.


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First Trust
William Housey, CFA
Senior Portfolio Manager — First Trust


Oaktree’s Multi-Sector Income Opportunities
Investors seeking income protection may struggle with traditional fixed income investments as interest rate risk challenges an asset class that has typically provided diversification. In this CEF Insights Podcast Episode, Oaktree executives Danielle Poli and Wayne Dahl discuss the opportunities of more specialized investments and a multi-sector income strategy, and the current market outlook.


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Oaktree Capital
Danielle Poli
Managing Director — Oaktree Capital


CEF Insights Podcast: Calamos' Alternative Equity Strategy for Income Investors
Ongoing market volatility caused by inflation, rising interest rates, and other factors presents challenges for income-oriented, risk-conscious investors. In this CEF Insights Podcast Episode, Calamos Investments executives Bob Bush and Michael Grant share views on the current market outlook and where investors can find opportunities in alternative equity strategies.


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Calamos Investments
Bob Bush
Senior Vice President — Calamos Investments


CEF Quarterly Review: July 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 — Refinitiv Lipper


CCEF Insights Podcast: Convertible Securities Outlook & Opportunities with Calamos Investments
Convertible securities can offer equity exposure with less risk, making them a strategic part of an asset allocation. Against the backdrop of recent market volatility, what should investors know about the asset class’s outlook, opportunities and allocation within diversified portfolios? Calamos Investments executives Bob Bush and Eli Pars share views in this CEF Insights Podcast episode.


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Calamos Investments
Bob Bush
Senior Vice President — Calamos Investments


CEF Insights Podcast: ASA’s Merk Investments On Gold Sector Opportunities
With inflation and geopolitics fueling volatility in investment markets, what opportunities should investors look for in the gold and precious metals sector? In this CEF Insights Podcast episode, Merk Investments’ Axel Merk, President and Chief investment officer, and Peter Maletis, Portfolio Manager, share views on the sector’s outlook and opportunities and impressions of the rise of digital assets.


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Merk Investments
Axel Merk
CIO — Merk Investments


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

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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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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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.

Allianz Global Investors
Christian McCormick
Director and Senior Product Specialist — Allianz Global Investors
Corrina Xiao
Portfolio Manager — Allianz Global Investors


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.


Advent Capital Management
Barry Nelson
Partner and Senior Advisor — Advent Capital Management


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


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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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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.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

Download Tom's full report here

 

Resources

abrdn CEF Investor Center

Asset TV — CEF Channel

CEF Connect

Cohen & Steers CEFs Knowledge Center

Harvest — CEFA Channel

Franklin Templeton CEFs

Seeking Alpha — CEFA Channel


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