Podcast Episodes
Back to SearchA bond-fund mix can safely stretch for yield
Bryce Doty, senior portfolio manager at Sit Investment Associates, says that yield-hungry investors can pursue better payouts through closed-end fund…
4 years, 10 months ago
Closed-end funds provide a better balance between liquidity and returns
Erik Herzfeld, president of Thomas J. Herzfeld Advisors, says that investors are sacrificing returns for liquidity when they choose traditional mutua…
4 years, 11 months ago
Robinson's Browne: How to overcome current fixed-income struggles
In this bonus edition of The NAVigator, Jonathan Browne, director of research at Robinson Capital, talks about how closed-end funds can help investor…
4 years, 11 months ago
Recovering at a different pace, India is a unique opportunity
James Thom, senior investment manager in Aberdeen's Asian equities team based in Singapore and portfolio manager for The India Fund, says that the co…
4 years, 11 months ago
Less opportunities to generate income requires creative solutions
Michael Ordonez, director of client portfolio management at Thornburg Investment Management, says that the biggest issue income investors face today …
4 years, 11 months ago
Private equity adds spice, return potential and diverse returns
Daniel Wildermuth, chief investment officer for the Wildermuth Endowment Fund -- an interval fund that uses an endowment-like investment strategy bui…
4 years, 11 months ago
Create a 'quasi-bond' to get steady, high returns now from closed-end funds
The right mix of closed-end funds creates a quasi-bond, delivers steady ionJohn Cole Scott, chief investment officer at Closed-End Fund Advisors -- t…
5 years ago
'Distribution coverage ratios' give clues on potential payout cuts
Roxanna Islam, associate director of research for Alerian and S-Network Global Indexes, discusses why her firm's indexes of closed-end funds show par…
5 years ago
Taggart says investors can find the devil is in merger details
Mike Taggart, founder of Taggart Fund Intelligence, joins the NAVigator to discuss current trends in closed-end fund mergers, and while he says that …
5 years ago
TortoiseEcofin's Kessens: Expect double-digit returns from energy
Portfolio manager Brian Kessens of Tortoise Ecofin, who oversees the closed-end Tortoise Pipeline and Energy, and the Tortoise Power and Energy Infra…
5 years ago