CEF INSIGHTS

Closed-End Fund Association
  • 4.2 (9)
  • INVESTING
  • UPDATED MONTHLY

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

  1. 11/21/2025

    Fixed Income in Focus: Finding Yield, Managing Risk

    Catch up on fixed income with views on income strategies and the market outlook from industry experts.

    29 min

  2. 11/21/2025

    Strengthening Income Portfolios with Equities & Preferreds

    Catch up on equities and preferreds with views on income strategies and the market outlook from industry experts.

    27 min

  3. 11/21/2025

    Interval Funds – Finding Access, Income & Diversification

    Catch up on interval funds with views on income strategies and the market outlook from industry experts.

    28 min

  4. 09/18/2025

    Finding Income in Emerging Markets

    Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management’s Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD), shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios.  A Franklin Templeton company, Western Asset Management is a leading global fixed-income manager with deep expertise across emerging markets.

    19 min

  5. 07/22/2025

    Midyear CEF Market Review & Outlook

    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. First Trust is a leading provider of advisory services and investment products including closed-end and interval funds.

    15 min

  6. 06/23/2025

    CAPIX: An Interval Fund for Broader Private Credit Access

    As investors seek higher-yield alternatives, 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 from Senior Vice President & Portfolio Specialist Phil Bauer. Calamos Investments is a diversified global investment firm offering a variety of innovative investment strategies including CAPIX.

    19 min

  7. 06/16/2025

    Equity & Income in Focus: The SCD Approach

    In a high-rate, volatility-prone market, strategies emphasizing resilient, income-generating sectors and tactical asset allocation can potentially help investors secure attractive yield and weather changes. Gain insight into ClearBridge Investments’ strategy for equity and income from Portfolio Manager Peter Vanderlee.   A Franklin Templeton company, ClearBridge Investments is a sub-advisor to LMP Capital and Income Fund Inc. (SCD), which seeks total return with an emphasis on income.

    20 min

  8. 05/27/2025

    The Future of Healthcare Investing

    Groundbreaking AI-powered initiatives are set to transform the healthcare landscape, potentially revolutionizing cancer research and healthcare investing. Gain insight into how new innovations may impact investment opportunities and Aberdeen Investments closed-end healthcare fund strategies for income and capital appreciation. Aberdeen Investments is a global specialist asset manager with a range of closed-end healthcare funds, each with a distinct focus and managed by seasoned professionals with deep expertise in the ever-evolving healthcare sector.

    22 min
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4.2
out of 5
9 Ratings

About

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

Information

  • Creator
    Closed-End Fund Association
  • Years Active
    2017 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023. All rights reserved.
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    CEF INSIGHTS