Podcast Episodes
Back to SearchMuni discounts keep defying gravity; sizing up fixed-income risk and more
John Cole Scott, president of Closed-End Fund Advisors -- and the chairman of the Active Investment Company Alliance -- returns to The NAVigator noti…
2 years, 11 months ago
Angel Oak's McBurnette on opportunities in housing, mortgages
Colin McBurnette, senior portfolio manager at the Angel Oak Funds, says that while high-rate and high-inflationary conditions have made a lot of inve…
2 years, 11 months ago
Oppenheimer's Penn: BDCs have adjusted to higher default risks
Mitchel Penn, managing director of equity research at Oppenheimer and Co., says that higher interest rates and stubborn inflation have impacted busin…
2 years, 11 months ago
Four classic closed-end funds that remain relevant and vibrant today
Veteran money manager David Tepper, president of Tepper Capital Management, looks at four of the oldest closed-end funds -- Adams Diversified Equity,…
2 years, 11 months ago
40 closed-end funds, a million ways to build a portfolio
John Cole Scott, president, Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- discusses portfolio construction and th…
3 years ago
NAVigator bonus: Discounts are at widest levels in years, hunker down and buy
In a bonus episode of The NAVigator, John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Allian…
3 years ago
Liberty Street's Munafo says opportunity is knocking for private shares
Christian Munafo, chief investment officer at Liberty Street Advisors -- which runs the Private Shares Fund -- says that the perceived higher risks i…
3 years ago
Nuveen's Caraher: High-rates-for-longer puts emphasis on credit selection
Scott Caraher, head of senior loans at Nuveen -- manager of the Nuveen Floating Rate Income fund -- says that the higher-than-expected increase in ra…
3 years ago
Economic conditions have given private credit lenders more power
Chris Oberbeck, chairman and chief executive at Saratoga Investment Corp., says that the balance of power in the lender-borrower relationship has shi…
3 years ago
Abrdn's Duitz says private infrastructure values 'make no sense' right now
Josh Duitz, head of global income at Abrdn -- manager of the Aberdeen Global Infrastructure Income Fund -- says that private infrastructure investmen…
3 years, 1 month ago