Episode Details

John Cole Scott, President of CEF Advisors, discusses how three areas that lagged during a strong first half of 2025 — municipal bonds, senior loans and master limited partnerships — are poised to be leading categories among closed-end funds for the remainder of the year. Scott, the chairman of the Active Investment Company Alliance, picks out funds that he thinks are poised for a good run in each category, and discusses refining asset allocation plans to deliver more-resilient income.