Podcast Episodes
Back to SearchSit's Doty sees current market creating a sweet spot for CEFs
Bryce Doty, senior portfolio manager at Sit Investment Associates, says that the market's troubles this year have set closed-end funds up to be in a …
4 years ago
The difference between funds with discounts or premiums is more than pricing
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, discusses some equi…
4 years ago
Nuveen's Ryan: Municipal bonds have stabilized and are poised to recover
Portfolio manager Tim Ryan of Nuveen -- who runs the Nuveen Dynamic Municipal Opportunities closed-end fund -- says that after a miserable first half…
4 years, 1 month ago
Private equity zags in market where everything is moving (down) together
Timothy Reick, chief executive officer at Liberty Street Advisors -- advisor to the Private Shares Fund -- says that private equity is an asset class…
4 years, 1 month ago
John Cole Scott: Expect 'upside surprises' for BDCs during earnings season
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, says that business-…
4 years, 1 month ago
Rob Shaker: 'Sympathy widening' could signal a bottom for discounts
Rob Shaker, portfolio manager at Shaker Financial Services, says that the closed-end fund market showed signs of a "sympathy widening" in mid-June, a…
4 years, 1 month ago
XA Investments' McCulloch sees more growth, new entrants to interval funds
Ben McCulloch, managing director and general counsel at XA Investments, says that the last five years have seen over $40 billion in growth in interva…
4 years, 1 month ago
CEF Advisors' Scott: No time like the present for tax-loss sales
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, returns to The NAVi…
4 years, 2 months ago
Nuveen's Holzenthaler: Surprise, it's 'a buyer's market' on senior loans
Larry Holzenthaler, investment strategist and analyst for Nuveen, says that "floating rate loans actually look arguably cheap to us today," acknowled…
4 years, 2 months ago
Pre-market SPACs offer unique opportunity, given current conditions
In this bonus episode of The NAvigator, Jonathan Browne, director of research at Robinson Capital and portfolio manager of the Robinson Funds talks a…
4 years, 2 months ago