Interviews & Analysis

Public real estate now trades at compelling valuations. Mat Kirschner, Lead Portfolio Manager for the Cohen & Steers Quality Income Realty Fund (RQI), shares views on the real estate market, potential opportunities, and market outlook for 2026.

Catch up on the Advisor Summit with discussion replays featuring industry expert views on income strategies and the market outlook across equity, fixed income, and interval funds.

Rising U.S. debt could elevate long-term yields while the Fed has cut short-term rates, signaling potential opportunities in credit markets. Gain insight into Nuveen's strategy for global high income and the credit markets going into 2026.

Emerging market debt remains an important area for investors seeking income and diversification. Gain insight into potential opportunities, current market drivers, and how emerging market debt can complement U.S.-centric portfolios.

Leading closed-end fund analyst Jeff Margolin with First Trust returns to CEF Insights to review the first half of 2025 and share views on the market ahead.

Direct lending-focused private credit strategies continue to dominate the growing interval fund marketplace -- but Calamos Investments takes a differentiated approach. Discover how Calamos Aksia Alternative Credit and Income Fund (CAPIX) offers access to the full spectrum of private credit, and more views on the interval fund market.

Uncover ClearBridge Investments' strategy emphasizing resilient, income-generating sectors and tactical asset allocation to help investors navigate today's high-rate, volatility-prone market.

Groundbreaking AI-powered initiatives are set to transform the healthcare landscape. Gain insight into how new innovations may impact investment opportunities and Aberdeen Investments closed-end healthcare fund strategies for income and capital appreciation.

Discover how a multi-sector bond strategy with a dynamic credit allocation has the potential to help investors generate income, manage risk, and stay resilient as market dynamics shift.

As global energy demand continues to surge, infrastructure investment maintains a critical role in meeting the needs of tomorrow. Gain updates on the current market, outlook, and potential opportunity for income-focused investors from CBRE Investment Management.

With additional capital raised in 2024, the Advent Convertible & Income Fund (AVK) balances convertible securities and high yield bonds to address income and growth while navigating current market conditions. Gain updates on AVK’s portfolio allocation, performance and potential opportunities.

Easing interest rates, stabilizing inflation and resilient economic growth underscore the 2025 potential of real assets like infrastructure and real estate. Gain insight into the asset class with Brookfield Oaktree’s outlook, strategy and more.

Mortgage securities’ diversification benefits and potential for higher yields with reduced volatility make them an attractive option for income-oriented investors. Discover Western Asset Management’s unique approach to the strategy and 2025 fixed income outlook.

Gold continues to trade near all-time highs amid a mix of market dynamics. Gain insight into where investors can find potential opportunities in the sector from Merk Investments, a leader in gold, precious metals and minerals.

Financial advisors: Catch up on portfolio manager insights into diversifying client income portfolios with multi-sector credit and private credit strategies amid shifting market dynamics. Listen to the webinar replay now.

The multi-manager approach of the Liberty All-Star Growth Fund (ASG) and Liberty All-Star Equity Fund (USA) has helped promote consistent performance and support distributions for over 37 years. Gain insight into the benefits of this strategy, how ASG and USA are currently positioned, and more.

Increasing global demand for energy and other trends are driving the need for infrastructure assets. Learn more about the current infrastructure environment and the potential opportunity for MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) investors from CBRE Investment Management.

Interval funds have surged in popularity among investors seeking diversification, access to illiquid and alternative assets, and the potential for higher returns. In this first CEF Insights Podcast episode on intervals, gain insight into the current interval fund environment, the benefits of a private credit strategy, and more from FS Investments.

Many closed-end funds continue to face challenges with activism and shareholder participation in proxy voting is often limited, which could significantly impact funds. Learn about the importance of shareholders participating in proxy voting and the impact of activist proposals in this two-part discussion featuring Georgeson and Chatsworth Securities.

China's equity market struggled in 2022 and 2023, but the consumer market continues to broaden and develop, which presents potential opportunities for medium and long-term investors of Franklin Templeton’s Templeton Dragon Fund (TDF). Gain insight into China's current market landscape, TDF’s strategy, and why the time is now to invest in China, from Portfolio Manager Nicholas Chui.

Merk Investments sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA) – but a shareholder vote on its Board of Directors could impact the Fund. Gain insight into ASA’s strategy, the current market, and the need for shareholders to vote.

Market volatility remains a concern despite steady economic conditions, making convertible securities and high-yield bonds like the Advent Convertible and Income Fund (AVK) potentially attractive to investors. Gain insight into AVK’s strategy, performance, and outlook from Advent Capital Management, a leader in managing convertible securities.

As one of the world's largest managers of collateralized loan obligations (CLOs), Carlyle leverages its deep expertise to help investors generate income and capital appreciation through the Carlyle Credit Income Fund (CCIF). Gain insight into CCIF's strategy, positioning, current market dynamics, and more from Managing Director and Portfolio Manager Nishil Mehta.

Thornburg Investment Management Managing Director & Portfolio Manager Christian Hoffmann shares the latest views on the Thornburg Income Builder Opportunities Trust’s (TBLD) global multi-asset strategy for income, potential opportunities, and the market outlook for 2024.

Head of Research Services with LSEG Lipper and author of the closed-end fund FundMarket Insight Report Tom Roseen shares insights on Q4 2023 closed-end fund performance and premium/discount behavior.

Gain insight into potential opportunities in Municipal Bonds in 2024, and views on the broader fixed income landscape, inflation, and more from Western Asset Management Head of Municipals Rob Amodeo.   

Thornburg Investment Management Co-Head of Investments, Managing Director & Portfolio Manager Ben Kirby discusses its global strategy for providing income for long-term investors and shares views on the market outlook into 2024.

As market volatility continues, Calamos Investments stresses the critical importance of a dynamic asset allocation strategy. Learn more about the strategy and outlook, and gain views on interest rates, the recession risk, and more. Watch the video here.

First Trust Senior Vice President and Closed-End Fund Analyst Jeff Margolin spoke with CEF Insights about the current closed-end fund environment, discounts, and potential opportunities for investors going into 2024. Watch the video here.

As infrastructure investing continues to gain investor interest, MEGI takes a unique approach to the asset class. Gain insights into the factors reshaping the demand for infrastructure assets and potential opportunities presented by the fund.

Merk Investments President, Chief Investment Officer & Portfolio Manager Axel Merk and Vice President & Portfolio Manager Peter Maletis share views on U.S. and global economies and gold, precious metals, and minerals going into 2024.

Advent Capital Management's Partner and Senior Advisor, Barry Nelson, shares potential opportunities convertible securities provide in these challenging investment markets.

Learn about the benefits and potential opportunities of income-oriented equities from Peter Vanderlee, Managing Director at Franklin Templeton affiliate ClearBridge Investments, and Portfolio Manager of LMP Capital and Income Fund, ticker SCD. 

CBRE Investment Management Lead Product Strategist, David Leggette discusses the investment approach of IGR, real estate market valuations, and current market opportunities.

abrdn Senior Investment Director and Portfolio Manager Nick Robinson shares views on these opportunities and more views on the current market.

Tom Roseen
Head of Research Services — Refinitiv Lipper

CBRE Investment Management Principal and Portfolio Manager Hinds Howard discusses opportunities in this sector, the 2023 outlook, and more views on the current market.

Thornburg Portfolio Manager and Managing Director Christian Hoffmann discusses opportunities in these asset classes, the 2023 outlook, and more views on the current market. 

Doug Bond, Executive Vice President and Portfolio Manager with Cohen & Steers discusses the closed-end fund market and opportunities for income-oriented investors.

Merk Investments President & Chief Investment Officer Axel Merk and Portfolio Manager Jamie Holman explore opportunities in the sector and share views on the U.S. and global economies heading into 2023.

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.

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.

Head of Research Services with Refinitiv Lipper, and author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom's insights on the closed-end fund market.

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.

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.