100 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.

    ASA Gold Mining Opportunity Needs Shareholder Support

    ASA Gold Mining Opportunity Needs Shareholder Support

    With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an important vote on its Board of Directors, which could impact the Fund. Gain insight into the current market, ASA’s strategy, and the need for shareholders to vote in the latest CEF Insights Podcast episode.  
     
    Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund. Learn more here.   

    • 17 min
    Advent’s Convertible & High-Yield Strategy & Outlook

    Advent’s Convertible & High-Yield Strategy & Outlook

    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 Tony Huang, Portfolio Manager at Advent Capital Management, a leader in managing convertible securities.  
     
    Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund (AVK), a closed-end fund which aims to provide total return through a combination of capital appreciation and current income. The Servicing Agent for the Fund is Guggenheim Funds Distributors. Learn more here.

    • 11 min
    Carlyle’s Perspective: CLO Advantages, Strategy & Outlook

    Carlyle’s Perspective: CLO Advantages, Strategy & Outlook

    As one of the world’s largest managers of collateralized loan obligations (CLOs), Carlyle leverages its 25 years of experience and broad resources including 20-plus research analysts 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 below.    
     
    Since July 2023, Carlyle has served as the investment advisor to CCIF, an externally managed closed-end fund focused on investing in primarily equity and junior debt tranches of CLOs. The CLOs are collateralized by a portfolio consisting primarily of U.S. senior secured loans with a large number of distinct underlying borrowers across various industry sectors.

    • 21 min
    The Latest on TBLD’s Global, Multi-Asset Strategy

    The Latest on TBLD’s Global, Multi-Asset Strategy

    Since Thornburg Investment Management’s last conversation with CEF Insights, some market dynamics have changed. Amid resilient economic growth, daunting federal deficits, an upcoming election and other factors, Thornburg’s Christian Hoffmann shares the latest views on its global multi-asset strategy for income, potential opportunities, and the broader market outlook for 2024. Listen to the episode and view the transcript below.
     
    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 (TBLD), allocates between global equities and fixed income to support an income stream as well as total return for investors.

    • 14 min
    CEF Insights Quarterly Review: January 2024 Interview - Tom Roseen

    CEF Insights Quarterly Review: January 2024 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.

    • 21 min
    2024 in Focus: Opportunities in Municipal Bonds

    2024 in Focus: Opportunities in Municipal Bonds

    Generally exempt from income taxes, municipal bonds have long been attractive to income-oriented investors – but current market dynamics may offer more opportunities in 2024. Gain views on munis, the broader fixed income landscape, inflation, and more from Western Asset Management Head of Municipals Rob Amodeo below.   
    An independent specialist investment manager of Franklin Templeton, Western Asset Management is recognized as one of the world’s leading fixed-income managers. The company offers a variety of funds including Municipal Funds:  
    Western Asset Managed Municipals Fund (MMU) 
    Western Asset Intermediate Municipal Fund (SBI) 
    Western Asset Municipal High Income Fund (MHF)

    • 19 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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