My Fund Comparison
Initilizing list...
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Leveraging Real Assets for Portfolio Diversification
Larry Antonatos, Managing Director — Brookfield Asset Management
Larry explains how real assets can be leveraged for portfolio diversification.
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Tariffs, Interest Rates, Bonds: What It All Means for the CEF Space
Eric Boughton, CFA, Portfolio Manager, Chief Analyst - Matisse Capital
Eric discusses CEF discounts and opportunities.
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Convertibles, Global Diversification & More
Bob Bush, Senior Vice President, Director of CEF Products — Calamos Investments
In 2018, we've seen increased market volatility and the Fed continues to raise interest rates. Bob discusses the advantages of convertible securities in the current environment and more.
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Interval Funds: Leveraging Their Unique Characteristics
Dennis Emanuel, Director of ETF & Closed-End Fund Strategy —ALPS
Dennis discusses the unique characteristics of interval funds, also touching on how they can be leveraged for portfolio diversification.
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A CEF Q4 Market Update: Muni Bonds, Equity Funds & More
Jonathan Isaac, Vice President, Director of Product Management — Eaton Vance
With the Fed in a period of increasing interest rates, Jonathan discusses its impact on municipal bond closed-end funds, also touching on advantages of income-oriented equity funds and more.
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Interval Funds: A Steadily Growing, Underutilized Market Structure
Michael Kelnosky, Client Portfolio Manager — Tortoise
Growth in the interval funds pipeline has continued in recent quarters. Michael discusses this structure’s distinguishing factors, as well as new opportunities and strategies.
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Investor Benefit Feature: Firms with a Long-term Perspective
Janis Kerns, General Counsel, Corporate Secrety and Chief Compliance Officer — Adams Funds
Janis highlights the potential benefits of working with an investment management firm that has a long-term perspective.
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A Look at the Canadian Markets: Trade, Mid-year Trends & EM
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.
What are some of the mid-year trends we’re seeing in Canadian markets? Are you finding value in struggling emerging markets as a result? Jonathan weighs in on the issues.
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Convertibles: Rising Interest Rates, Volatility & Portfolio Diversification
F. Barry Nelson, CFA, Partner — Advent Capital Management
Barry shares how he thinks convertibles are positioned to perform in this rising interest rate environment. Not to be missed, Barry also makes his case for buying opportunities in this market sector.
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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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