CEF INSIGHTS Closed-End Fund Association

Doug Bond, Executive Vice President and Portfolio Manager with Cohen & Steers discusses the closed-end fund market and the potential for a diversified portfolio of closed-end funds to provide opportunities for income-oriented investors in a challenging market environment.

Chris Eades, Portfolio Manager with ClearBridge Investments, a Franklin Templeton affiliate, discusses the energy market and the potential for MLP strategies to provide solutions in a challenging market environment for income-oriented investors.

Investors are seeking diversification amid ongoing market uncertainty, and allocating equities to the gold, precious metals, and minerals sector may offer this and other benefits. In this CEF Insights Podcast episode, 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.
 
Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ticker: “ASA”), a closed-end precious metals fund. 

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.
 
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions including preferred securities. Its Nuveen Preferred and Income Fund, ticker JPT, Nuveen Preferred and Income Opportunities Fund, ticker JPC, Nuveen Variable Rate Preferred and Income Fund, ticker NPFD, and Nuveen Preferred and Income Term Fund, ticker JPI, aim to generate current income and total return.

Senior floating rate and high yield fixed income strategies are typically considered attractive options for investors seeking income and protection in rising rate environments. In this CEF Insights Podcast Episode, 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.
First Trust is a leading investment management firm offering a variety of advisory services and investment products, including diversified, closed-end funds. Its First Trust Senior Floating Rate Income Fund II, ticker FCT, and First Trust High Yield Opportunities 2027 Term Fund, ticker FTHY, seek to offer current income, and focus on senior loans and high yield bonds, respectively.

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.
 
Oaktree is a leader among global investment managers specializing in alternative investments. Its Diversified Income Fund, ticker ODIDX, is an interval fund with an objective to seek current income and attractive total return by investing globally in high-conviction opportunities across Oaktree’s performing credit platform in both public and private markets.