Podcast Episodes
Back to SearchJohn Cole Scott gives his first take on 2024
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, drills into the first-quarter data for…
2 years, 4 months ago
Sit's Doty says meaningful rate cuts aren't coming until 2025
Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says the uptick in inflation is not enough to overwhelm the yields investors are e…
2 years, 4 months ago
Allspring's de Silva says U.S. still has the world's best income opportunities
Harin de Silva, manager of the Allspring Global Dividend Opportunity fund, says that the U.S. markets have remained among the best income-generating …
2 years, 4 months ago
What struggles in the BDC market portend in a changing rate cycle
Nicholas Marshi, editor at the BDC Reporter, talks about the struggles business development companies (BDCs) had at the end of 2023, saying he was sh…
2 years, 5 months ago
Axel Merk on the broader impact of an activist investor's approach
Axel Merk, chief investment officer of the ASA Gold and Precious Metals, discusses the impact that Saba Capital Management is having on the fund and …
2 years, 5 months ago
abrdn's Omstead says the recent healthcare rally is just a start
Dan Omstead, global head of health care investments at abrdn -- part of the team running the firm's Healthcare Investors, Life Science Investors, Hea…
2 years, 5 months ago
Tough times for commercial real estate are making debt deals attractive
Cory Johnson, chief executive officer at Pender Capital -- which runs the Pender Capital Real Estate Credit Fund, a closed-end debt interval fund -- …
2 years, 5 months ago
Calamos' Kaufman on launching a new ETF of closed-end funds now
Matt Kaufman, head of ETFs at Calamos Investments, says that years of experience running separately managed accounts of closed-end funds plus the fir…
2 years, 5 months ago
Examining BDCs and muni funds, and deciding between the two
John Cole Scott, president of Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- looks at two asset classes that inves…
2 years, 6 months ago
Regulatory capital relief securities add yield, diversification to banking portfolios
Dana Staggs, president of ArrowMark Financial Corp. -- a non-diversified, closed-end fund that trades under ticker symbol BANX -- talks about why the…
2 years, 6 months ago