89 episodes

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

CEF INSIGHTS Closed-End Fund Association

    • Business
    • 4.0 • 5 Ratings

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

    CEF Insights Quarterly Review: January 2023 Interview - Tom Roseen

    CEF Insights Quarterly Review: January 2023 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.

    • 24 min
    CEF Insights Quarterly Review: January 2023 Interview - Tom Roseen

    CEF Insights Quarterly Review: January 2023 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.

    • 24 min
    Income Opportunities in Global Infrastructure

    Income Opportunities in Global Infrastructure

    By 2040, it is estimated that over $100 trillion of investment will be required to repair, modernize, and build new infrastructure assets critical to societies around the globe. Much of the necessary investment will come from publicly traded companies which are included in the MainStay CBRE Global Infrastructure Megatrends Fund, ticker MEGI. In this CEF Insights Podcast episode, CBRE Investment Management Principal and Portfolio Manager Hinds Howard discusses opportunities in this sector, the 2023 outlook, and more views on the current market.
     
    The investment goal of MEGI is to seek a high level of total return with an emphasis on current income. MEGI is managed by New York Life Investment Management, and CBRE Investment Management is the fund’s subadvisor.

    • 10 min
    Thornburg’s Global Equities & Fixed Income Strategy for High Current Income & Global Growth

    Thornburg’s Global Equities & Fixed Income Strategy for High Current Income & Global Growth

    Thornburg Investment Management’s multi-asset strategy of global dividend-paying equities and diversified fixed income with an options overlay may provide investors with high current income and global growth over time – and help mitigate some risks of today’s market volatility. In this CEF Insights Podcast episode, Thornburg Portfolio Manager and Managing Director Christian Hoffmann discusses opportunities in these asset classes, the 2023 outlook, and more views on the current market.
    Thornburg is a privately held global investment firm delivering on strategy for institutions, financial professionals, and investors worldwide, and offers a variety of products including closed-end funds. Its Thornburg Income Builder Opportunities Trust, ticker TBLD, allocates between global equities and fixed income to support an income stream as well as total return for investors.

    • 11 min
    Cohen & Steers, Building a Diversified Portfolio of CEFs

    Cohen & Steers, Building a Diversified Portfolio of CEFs

    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.

    • 10 min
    Opportunities in Energy & MLPs

    Opportunities in Energy & MLPs

    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.

    • 15 min

Customer Reviews

4.0 out of 5
5 Ratings

5 Ratings

Erh513 ,

Explores an overlooked investment vehicle!

Interesting speakers; timely subject

Hawkeye252 ,

Computer generated interview? Seriously?

Because of the computer generated host interview thus inability to interact with those being interviewed, this might be the worst podcast I’ve ever heard. Hard pass.

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