The NAVigator
By Active Investment Company Alliance
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Episodes: 300
Description
The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors & advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
| Episode | Date |
|---|---|
|
Gabelli's Dreyer on why sports and value picks are an antidote to A.I. obsession
|
Jul 02, 2026 |
|
CEF Data's Scott on the takeaways from Dechert's Private Credit Summit
|
Jun 26, 2026 |
|
Landmark Supreme Court decision is a game-changer for investor activism
|
Jun 18, 2026 |
|
In a tight-spread, higher-for-longer rate market, discounts matter again
|
Jun 12, 2026 |
|
Bluerock's Baffico says HALO trades will benefit from Private Credit Redemptions
|
Jun 05, 2026 |
|
Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities
|
May 29, 2026 |
|
Sit's Doty says rates will rise, peak and shift downward by year's end
|
May 22, 2026 |
|
CEF Advisors' Scott breaks down how bad news has impacted BDCs
|
May 15, 2026 |
|
Calamos' Freund: Concerns are 'distractions,' not market impediments
|
May 08, 2026 |
|
Enduring investment lessons from the legendary Mark Mobius
|
May 01, 2026 |
|
Liberty Street's Gutierrez on private investment trends in A.I.
|
Apr 24, 2026 |
|
Veteran manager says that for all the headline risks, this is a 'generic widening'
|
Apr 17, 2026 |
|
Despite scary headlines, low-A.I.-risk BDCs are worth a new look now
|
Apr 10, 2026 |
|
Nuveen's Weyandt on why current events make listed real assets look good
|
Apr 02, 2026 |
|
XA's Flynn on how private credit market is challenging BDCs, interval funds
|
Mar 27, 2026 |
|
John Cole Scott on how headline risks are impacting closed-end funds
|
Mar 20, 2026 |
|
Aberdeen's Gilhooly says oil could quickly reach $175 per barrel
|
Mar 13, 2026 |
|
Bluerock's MacDonald says 'uniquely boring' private real estate is value-priced now
|
Mar 06, 2026 |
|
John Cole Scott: BDC worries are creating headlines, opportunities
|
Feb 27, 2026 |
|
John Cole Scott evaluates Robinhood's new private-stock closed-end fund
|
Feb 20, 2026 |
|
Saratoga's Oberbeck: Headline troubles aren't signalling systemic credit issues
|
Feb 13, 2026 |
|
Trinity Capital's Brown sees BDC opportunity amid investor frustration
|
Feb 06, 2026 |
|
Aberdeen's Robinson on how emerging markets are now an AI play
|
Jan 30, 2026 |
|
John Cole Scott on 4th-quarter results and a hot new year's start for closed-end funds
|
Jan 23, 2026 |
|
Nuveen's Davis on what '25 has set up for closed -end funds in the year ahead
|
Jan 16, 2026 |
|
XA's Flynn on how interval fund indexes change the game
|
Jan 09, 2026 |
|
The year in review: John Cole Scott looks at his his 2025 predictions worked out
|
Jan 02, 2026 |
|
2026 outlook: John Cole Scott on what '26 holds for closed-end funds
|
Dec 26, 2025 |
|
Is activism in the UK following or leading the action in the U.S.?
|
Dec 19, 2025 |
|
Sit's Doty sees opportunities in the next Fed 'mess'
|
Dec 12, 2025 |
|
Bonus NAVigator: Bulldog Investors' Goldstein on the state of activism
|
Dec 08, 2025 |
|
CEF Advisors' Scott on the start of the 2025 tax-loss harvesting season
|
Dec 05, 2025 |
|
NAVigator bonus: Herzfeld's Paylor on how CUBA became a CLO fund
|
Dec 01, 2025 |
|
Talking closed-end funds on sale with John Cole Scott
|
Nov 28, 2025 |
|
David Tepper on how economic woes could create a closed-end meltdown
|
Nov 21, 2025 |
|
Aberdeen's Duitz on where he's turning for dividend growth now
|
Nov 14, 2025 |
|
ARDC's Brusky on how active management drives opportunities in a changing rate environment
|
Nov 07, 2025 |
|
Nuveen's Chintapalli says the high-yield market has never looked less junky
|
Oct 31, 2025 |
|
Year-end action - not bubble worries - will drive year-end CEF discounts
|
Oct 24, 2025 |
|
John Cole Scott on what's next for the BDC, private credit markets
|
Oct 17, 2025 |
|
Variant's Hicks on mixing an impact on more than investors' finances
|
Oct 10, 2025 |
|
XA's DiBernardo on covered-call strategies gaining ground and popularity
|
Oct 03, 2025 |
|
Are falling rates, changing conditions setting up BDCs for a fall?
|
Sep 26, 2025 |
|
With his fund up 100% this year, veteran manager says gold can go higher
|
Sep 19, 2025 |
|
John Cole Scott on when CEFs have the edge over ETFs
|
Sep 12, 2025 |
|
NAVigator bonus: CEF Advisors' Scott on picking and managing funds
|
Sep 09, 2025 |
|
Tortoise's Thummel says it's 'the best time i've ever seen' for energy investing
|
Sep 05, 2025 |
|
XA's Flynn on how crypto, private equity will impact retirement-savings plans
|
Aug 29, 2025 |
|
Oppenheimer's Penn: 'Fairly valued' BDCs
|
Aug 22, 2025 |
|
Calamos' Freund expects 4 rate cuts in a year, creating wider discounts
|
Aug 15, 2025 |
|
A battle over closed-end activism is now awaiting a Supreme Court decision
|
Aug 08, 2025 |
|
CEF Advisors' Scott on the realities and mirages of double-digit yields
|
Aug 01, 2025 |
|
Aberdeen's Akus on the struggles facing healthcare, biotech investors
|
Jul 25, 2025 |
|
Veteran manager says volatile market has stress-tested 'discount-capture investing'
|
Jul 18, 2025 |
|
John Cole Scott on the assets he expects to thrive for the rest of '25
|
Jul 11, 2025 |
|
Trinity's Brown: Near-shoring, interest rates and more are boons for private credit
|
Jul 03, 2025 |
|
Allspring's Schueller says this 'muddle-through economy' is good for junk bonds
|
Jun 27, 2025 |
|
Your questions answered with John Cole Scott of Closed-End Fund Advisors
|
Jun 20, 2025 |
|
Bonus NAVigator: Gladstone's Bob Marcotte at the AICA BDC Forum
|
Jun 19, 2025 |
|
Bonus NAVigator: Oppenheimer's Penn is watching how credit losses weigh on BDCs
|
Jun 13, 2025 |
|
How a BDC industry advocate shapes policies in Washington
|
Jun 13, 2025 |
|
Calamos' Grant on getting equity-like returns without market correlation
|
Jun 06, 2025 |
|
John Cole Scott on whether "the best funds" live up to their billing
|
May 30, 2025 |
|
Nuveen's Griggs: In turbulent markets, small portfolio tweaks have big impacts
|
May 23, 2025 |
|
CION's Gatto on how private markets have weathered tumultuous markets
|
May 16, 2025 |
|
Aberdeen's Kohl: Dividends offer some certainty amid tariff uncertainty
|
May 09, 2025 |
|
Oaktree's Poli: Amid concerns over stocks and bonds, credit is the place to be
|
May 02, 2025 |
|
Sit's Doty is trading up and still expecting double-digit gains this year
|
Apr 25, 2025 |
|
John Cole Scott on closed-end funds that can weather this storm
|
Apr 17, 2025 |
|
John Cole Scott on how the wild market action is impacting closed-end funds
|
Apr 11, 2025 |
|
John Cole Scott on finding 'the best' funds and more
|
Apr 04, 2025 |
|
Aberdeen Purington: Middle-market infrastructure will be a sweet spot for years
|
Mar 28, 2025 |
|
The NAVigator at FutureProof: Nuveen's Rodriguez on what wins with rate cuts
|
Mar 21, 2025 |
|
VettaFi's Islam: Now 15, the 'S&P 500 of closed-end funds' has a big impact
|
Mar 14, 2025 |
|
XA's Flynn: Healthy borrowers should keep CLO space humming
|
Mar 07, 2025 |
|
John Cole Scott on BDCs, how they stack up to closed-end funds and more
|
Feb 28, 2025 |
|
How activism in Britain holds lessons for American closed-end investors
|
Feb 21, 2025 |
|
Kayne Anderson's Baker on the big potential of energy infrastructure
|
Feb 14, 2025 |
|
Liberty Street's Munafo on hunting for unicorns in AI
|
Feb 07, 2025 |
|
CEF Advisors' Scott on discounts, wildfires, benchmarks and more
|
Jan 31, 2025 |
|
abrdn's Laranjeiro: Tax-exempt yields are an attractive option now
|
Jan 24, 2025 |
|
First Eagle's Holzenthaler says credit picture will get brighter with rate cuts
|
Jan 17, 2025 |
|
CION's Gatto on infrastructure investing and why his firm has a new fund for it
|
Jan 10, 2025 |
|
2024 in Review: John Cole Scott on how his forecasts turned out
|
Jan 03, 2025 |
|
2025 outlook: John Cole Scott on the year ahead for closed-end funds
|
Dec 27, 2024 |
|
Attorney Burdon on how Trump 2.0 may impact closed-end funds
|
Dec 20, 2024 |
|
Nuveen's Chintapalli sees big opportunities in global high yield
|
Dec 13, 2024 |
|
NAVigator bonus: High yield trending up, tech down and cash is an alternative
|
Dec 09, 2024 |
|
Hennion & Walsh's Mahn says rate cuts will push investors toward BDCs
|
Dec 06, 2024 |
|
Black Friday discount shopping with John Cole Scott
|
Nov 29, 2024 |
|
Double feature: Jim Cohen and Axel Merk from AICA's 2024 Roundtable
|
Nov 22, 2024 |
|
Abrdn's Duitz, from AICA Roundtable, on infrastructure plays post-election
|
Nov 15, 2024 |
|
XA's Hagen on the interval fund boom
|
Nov 08, 2024 |
|
AICA's Scott reviews 3Q's stellar results for closed-end funds
|
Nov 01, 2024 |
|
RiverNorth's Browne: Muni bond funds look cheap and promising now
|
Oct 25, 2024 |
|
Arrowmark's Staggs on an income-generating alternative play on banks
|
Oct 18, 2024 |
|
Digging into lesser-known interval fund picks with John Cole Scott
|
Oct 11, 2024 |
|
Barings' Feeley: Rate-cut cycle will make high-yield bonds more attractive
|
Oct 04, 2024 |
|
John Cole Scott on four funds to consider in the fourth quarter
|
Sep 27, 2024 |
|
abrdn's Laranjiero: Rate cuts should boost muni bond funds
|
Sep 20, 2024 |
|
Oppenheimer's Penn on how BDCs might fare when the rate cuts start
|
Sep 13, 2024 |
|
John Cole Scott on the potential benefits of sector swapping
|
Sep 09, 2024 |
|
John Cole Scott on how funds perform after tenders, closings, and dividend changes
|
Aug 30, 2024 |
|
NAVigator bonus: RVP's Fertig on what's attractive as rate-cut cycle starts
|
Aug 26, 2024 |
|
Saratoga's Oberbeck on the state of private credit ahead of interest rate cuts
|
Aug 23, 2024 |
|
CAIA's Filbeck on interval funds and media criticism of the structure
|
Aug 16, 2024 |
|
XAI's Flynn on growth and expansion in interval funds
|
Aug 09, 2024 |
|
BlueBay's Farley: 'We're looking at a multi-year high in default rates'
|
Aug 02, 2024 |
|
John Cole Scott on where closed-end funds stand at mid-year
|
Jul 26, 2024 |
|
abrdn's Akus sees opportunity as healthcare plays 'catch up' with the market
|
Jul 19, 2024 |
|
CION's Gatto: Money rushing into BDCs creates middle-market opportunities
|
Jul 12, 2024 |
|
Picking between funds is about much more than big yields
|
Jul 05, 2024 |
|
John Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more
|
Jun 28, 2024 |
|
VettaFi's Islam on the highs and lows of applying rules to CEF investing
|
Jun 21, 2024 |
|
When the industry tries to narrow discounts, 'that's good for all of us'
|
Jun 14, 2024 |
|
Nuveen's Dave Lamb on how fund firms are reacting to increased activism
|
Jun 07, 2024 |
|
John Cole Scott on new trends reshaping closed-end funds
|
May 31, 2024 |
|
BlackRock's Minar on how the firm is changing discount plays
|
May 24, 2024 |
|
Sizemore: "The Fed's actions have changed, but the discounts remain"
|
May 17, 2024 |
|
Angel Oak's Triick says mortgages are in a fixed-income sweet spot now
|
May 10, 2024 |
|
Liberty Street's Munafo on opportunities in late-stage private venture
|
May 03, 2024 |
|
Abrdn's Mondillo: Record discounts plus solid yields should pay off for muni investors
|
Apr 26, 2024 |
|
John Cole Scott gives his first take on 2024
|
Apr 19, 2024 |
|
Sit's Doty says meaningful rate cuts aren't coming until 2025
|
Apr 12, 2024 |
|
Allspring's de Silva says U.S. still has the world's best income opportunities
|
Apr 05, 2024 |
|
What struggles in the BDC market portend in a changing rate cycle
|
Mar 28, 2024 |
|
Axel Merk on the broader impact of an activist investor's approach
|
Mar 22, 2024 |
|
abrdn's Omstead says the recent healthcare rally is just a start
|
Mar 15, 2024 |
|
Tough times for commercial real estate are making debt deals attractive
|
Mar 08, 2024 |
|
Calamos' Kaufman on launching a new ETF of closed-end funds now
|
Mar 01, 2024 |
|
Examining BDCs and muni funds, and deciding between the two
|
Feb 23, 2024 |
|
Regulatory capital relief securities add yield, diversification to banking portfolios
|
Feb 16, 2024 |
|
abrdn's Mondillo: Downtrodden muni funds now represent a big opportunity
|
Feb 09, 2024 |
|
SCG's Merrill on how derivatives mitigate risk and goose equity returns.
|
Feb 02, 2024 |
|
VettaFi's Islam on the ETFs that are buying closed-end funds
|
Jan 26, 2024 |
|
Angel Oak's Pate sees opportunities in banking as rate cycle pivots
|
Jan 19, 2024 |
|
CAIA's Filbeck on 'taking the alternative out of alternatives'
|
Jan 12, 2024 |
|
2024 look-ahead: John Cole Scott on what the new year holds for closed-end funds
|
Jan 05, 2024 |
|
2023 Year in Review: Closed-end funds bounce back, but leave room for more
|
Dec 29, 2023 |
|
Nuveen's Langenfeld: 'A timely opportunity' to invest in preferred securities
|
Dec 22, 2023 |
|
Thornburg's Sparkman lengthens maturities and leans international now
|
Dec 15, 2023 |
|
Abrdn's Taggart says discounts are 'overplayed'
|
Dec 08, 2023 |
|
ASA Gold's Merk on how precious metals will respond in a coming recession
|
Dec 01, 2023 |
|
Let's go Black Friday discount shopping with John Cole Scott
|
Nov 24, 2023 |
|
Sit Invest's Doty on muni-bond discounts and how they will be trimmed
|
Nov 17, 2023 |
|
Abrdn's Purington: Exxon, Chevron deals will trigger an infrastructure merger wave
|
Nov 10, 2023 |
|
XA's Perry looks at the boom in non-listed funds
|
Nov 03, 2023 |
|
Angel Oak's Pate: Bank debt should 'outperform in the current environment'
|
Oct 27, 2023 |
|
John Cole Scott reviews a rough quarter for closed-end funds
|
Oct 20, 2023 |
|
VettaFi's Islam on the struggles/potential of ETFs buying closed-end funds
|
Oct 13, 2023 |
|
Calamos' Bush: Tough conditions for closed-end funds to stand out, excel
|
Oct 06, 2023 |
|
Blue Bay's Farley: Rate turmoil is making opportunities in event-driven credit
|
Sep 29, 2023 |
|
Muni discounts keep defying gravity; sizing up fixed-income risk and more
|
Sep 22, 2023 |
|
Angel Oak's McBurnette on opportunities in housing, mortgages
|
Sep 15, 2023 |
|
Oppenheimer's Penn: BDCs have adjusted to higher default risks
|
Sep 08, 2023 |
|
Four classic closed-end funds that remain relevant and vibrant today
|
Sep 01, 2023 |
|
40 closed-end funds, a million ways to build a portfolio
|
Aug 25, 2023 |
|
NAVigator bonus: Discounts are at widest levels in years, hunker down and buy
|
Aug 21, 2023 |
|
Liberty Street's Munafo says opportunity is knocking for private shares
|
Aug 18, 2023 |
|
Nuveen's Caraher: High-rates-for-longer puts emphasis on credit selection
|
Aug 11, 2023 |
|
Economic conditions have given private credit lenders more power
|
Aug 04, 2023 |
|
Abrdn's Duitz says private infrastructure values 'make no sense' right now
|
Jul 28, 2023 |
|
NAVigator bonus: As market nears record highs, Boughton still finds lots to buy
|
Jul 25, 2023 |
|
In high-rate environment, don't replace individual bonds with bond funds
|
Jul 21, 2023 |
|
New SEC liquidity rules could spawn a boom in interval funds
|
Jul 14, 2023 |
|
XA Investments' Flynn sees rapid growth in interval funds using alternatives
|
Jul 07, 2023 |
|
Closed-End Fund Advisors' Scott on the funds he is using most for clients now
|
Jun 30, 2023 |
|
BDCs are well-positioned to handle Fed policies and recession
|
Jun 23, 2023 |
|
Gabelli's Marangi expects market is about to widen its opportunity set
|
Jun 16, 2023 |
|
Nuveen's Baker: Look beyond yield to find opportunity in preferreds
|
Jun 09, 2023 |
|
A 'Wall of Meh' in sentiment is an opportunity for closed-end fund investors
|
Jun 02, 2023 |
|
BlueBay's Farley on zagging while the credit market zigs
|
May 26, 2023 |
|
Calamos' Freund: Rates could be as range-bound as stocks for a while
|
May 19, 2023 |
|
Kayne's Baker: Energy industry is well set up for the next five years
|
May 12, 2023 |
|
Liberty Street's Munafo tells the two stories facing private equity now
|
May 05, 2023 |
|
The NAVigator at Morningstar: Mario Gabelli on his long closed-end fund career
|
Apr 28, 2023 |
|
VettaFi's Islam: ETFs give closed-end investors easy, ready-made portfolios
|
Apr 21, 2023 |
|
Abrdn's Mondillo on the muni market's year of wild swings
|
Apr 14, 2023 |
|
John Cole Scott on private equity's increasing role in closed-end investing
|
Apr 10, 2023 |
|
Angel Oak's Pate sees 'a once-in-a-decade opportunity for the banking space'
|
Mar 31, 2023 |
|
RiverNorth's O'Neill: Muni funds are 'in the 99th percentile of cheapness'
|
Mar 24, 2023 |
|
Sit Funds' Doty: Banking woes are creating closed-end opportunities
|
Mar 17, 2023 |
|
CEF Advisors' Scott: Upcoming rate, inflation headlines won't rattle BDCs
|
Mar 10, 2023 |
|
Reaves' CEO Rhame: Despite high-rate, high-inflation market, utilities are worth a look
|
Mar 03, 2023 |
|
XA's Perry says leverage in rising-rate world is a double-edged sword
|
Feb 24, 2023 |
|
GraniteShares' Rhind: Inflation's peak improves prospects for BDCs and CEFs
|
Feb 17, 2023 |
|
Wallach Beth's trading director on CEF liquidity and execution
|
Feb 10, 2023 |
|
CEF Advisors' Scott on how the '23 hot start changes the closed-end landscape
|
Feb 03, 2023 |
|
Abrdn's Purington: Middle-market infrastructure has some extra pop right now
|
Jan 27, 2023 |
|
Nuveen's Nate Jones: Upward sloping muni yield curve creates opportunities
|
Jan 20, 2023 |
|
ASA Gold's Merk: The market is already pricing in a recession
|
Jan 13, 2023 |
|
Angel Oak's Pate: End of the rate-hike cycle will pay off for banks in '23
|
Jan 06, 2023 |
|
AICA's John Cole Scott: Expect the weak to get stronger in 2023
|
Dec 30, 2022 |
|
2022 Year in Review: Promising opportunities arise from tough times
|
Dec 23, 2022 |
|
VettaFi's Morris: For investors playing defense, midstream companies make sense
|
Dec 16, 2022 |
|
RiverNorth's O'Neill: 'Tis the season to go discount and bargain hunting
|
Dec 09, 2022 |
|
Saratoga's Oberbeck: The Fed's moves have put BDCs in a good spot
|
Dec 02, 2022 |
|
John Cole Scott goes discount shopping for Black Friday
|
Nov 25, 2022 |
|
First Trust's Grayson: Interval funds are a way to zig against the market's zag
|
Nov 18, 2022 |
|
Oppenheimer's Penn: BDC payouts have improved, but credit risk is up too
|
Nov 11, 2022 |
|
CEFA's Scott: Rate uncertainty creates values in muni bonds
|
Nov 04, 2022 |
|
Parametric's Milner: Closed-end funds are reaching a point of 'great opportunity'
|
Oct 28, 2022 |
|
Octagon's Lam: Rising rates are creating an opportunity in the loan market
|
Oct 21, 2022 |
|
BlueBay's Farley: Event-driven investing 'should get a lot easier'
|
Oct 14, 2022 |
|
Calamos' Bush: Convertibles haven't delivered on their promise, yet
|
Oct 07, 2022 |
|
Choose your weapons: Arming yourself against rising rates and recession
|
Sep 30, 2022 |
|
Validus' Mark Scalzo discusses 'direct listing,' alternatives and a massive discount
|
Sep 23, 2022 |
|
Trinity Capital's Brown on double-digit yields and venture-backed growth
|
Sep 16, 2022 |
|
Angel Oak's Pate: Aggressive Fed actions puts community banks in a sweet spot
|
Sep 09, 2022 |
|
Abrdn's Duitz: Recessionary pressure is good for infrastructure, dividend plays
|
Sep 02, 2022 |
|
Protections in Delaware law could change activist investing
|
Aug 26, 2022 |
|
VettaFi's Islam talks the benefits of an index of closed-end funds
|
Aug 19, 2022 |
|
Sit's Doty sees current market creating a sweet spot for CEFs
|
Aug 12, 2022 |
|
The difference between funds with discounts or premiums is more than pricing
|
Aug 05, 2022 |
|
Nuveen's Ryan: Municipal bonds have stabilized and are poised to recover
|
Jul 29, 2022 |
|
Private equity zags in market where everything is moving (down) together
|
Jul 22, 2022 |
|
John Cole Scott: Expect 'upside surprises' for BDCs during earnings season
|
Jul 15, 2022 |
|
Rob Shaker: 'Sympathy widening' could signal a bottom for discounts
|
Jul 08, 2022 |
|
XA Investments' McCulloch sees more growth, new entrants to interval funds
|
Jul 01, 2022 |
|
CEF Advisors' Scott: No time like the present for tax-loss sales
|
Jun 24, 2022 |
|
Nuveen's Holzenthaler: Surprise, it's 'a buyer's market' on senior loans
|
Jun 17, 2022 |
|
Pre-market SPACs offer unique opportunity, given current conditions
|
Jun 16, 2022 |
|
EIP's Brothwell: Energy market amid supply woes requires diversification
|
Jun 10, 2022 |
|
Five 'plain vanilla' closed-end funds for these markets
|
Jun 03, 2022 |
|
BDC Reporter's Marshi is 'quite optimistic,' even if there's a recession
|
May 27, 2022 |
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Blue Bay's Farley: Investors 'aren't buying the dips, they're selling the rallies'
|
May 20, 2022 |
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Is liquidity 'a feature or a benefit' of closed-end funds?
|
May 13, 2022 |
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The search for funds in today's 'painful, ugly shocking' closed-end environment
|
May 06, 2022 |
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Low-return environment calls for savvy allocations, risk management
|
Apr 29, 2022 |
|
Taggart: Closed-end funds struggled and discounts widened during 1Q
|
Apr 22, 2022 |
|
For private-equity success, commit to riding 'the J-curve'
|
Apr 15, 2022 |
|
Steven Bavaria on how the 'Income Factory strategy' copes with current conditions
|
Apr 08, 2022 |
|
Private equity fund lets ordinary investors go after assets previously off-limits
|
Apr 01, 2022 |
|
How to size up BDCs to determine the standout buys
|
Mar 25, 2022 |
|
Matisse's Boughton: International, emerging-markets stocks are 'dirt cheap'
|
Mar 23, 2022 |
|
How current events are impacting the capital markets
|
Mar 18, 2022 |
|
Your questions answered with Mike Taggart, AICA executive director
|
Mar 11, 2022 |
|
AICA's Scott: Closed-end fund 2.0 is off to a strong start
|
Mar 04, 2022 |
|
Taggart: As unrest widens discounts, buy the asset not the bargain
|
Feb 25, 2022 |
|
BDCs and middle-market credit can solve rising-rate puzzle
|
Feb 18, 2022 |
|
Bonus episode: Rate and inflation picture are triggering rotation
|
Feb 14, 2022 |
|
What to expect from closed-end funds in a rising-rate environment
|
Feb 11, 2022 |
|
In the closed-end discount cycle, now is the time to be buying
|
Feb 04, 2022 |
|
Blue Bay's Farley: Lots of market events, limited good investment opportunities
|
Jan 28, 2022 |
|
With or without legislation, infrastructure's on the upswing
|
Jan 21, 2022 |
|
Cliffwater's Condrell: Middle-market credits smooth portfolio returns
|
Jan 14, 2022 |
|
Flat Rock sees big value in the trade-off of liquidity for return potential
|
Jan 07, 2022 |
|
John Cole Scott's crystal ball view of 2022 in closed-end funds
|
Dec 30, 2021 |
|
Big premiums and high dividend yields key a banner year for closed-end funds
|
Dec 23, 2021 |
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How shareholders benefit from 'follow-on offering' trend
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Dec 17, 2021 |
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Activism isn't waning, but rules governing it are changing
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Dec 10, 2021 |
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Consider an interval fund as the place for your muni bond holdings
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Dec 03, 2021 |
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Infrastructure needs will fuel real asset plays for decades
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Nov 26, 2021 |
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A check on BDC developments, and performance versus REITs
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Nov 19, 2021 |
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Closed-end fund 2.0 is a bigger deal than the ETF revolution
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Nov 12, 2021 |
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Record supply of high-yield bonds helps to overcome inflation fears
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Nov 05, 2021 |
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The outlook for BDCs is strong heading into 2022
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Nov 02, 2021 |
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Market conditions should drive bond investors to floating-rate loans
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Oct 22, 2021 |
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'My fund wants to pay distributions in shares; is this good or bad?'
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Oct 19, 2021 |
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Solid energy infrastructure plays aren't going away, now or long-term
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Oct 15, 2021 |
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Closed-end funds aren't just for retirees any more
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Oct 12, 2021 |
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Preferred securities are the 'sweet spot' in this market
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Oct 08, 2021 |
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A bond-fund mix can safely stretch for yield
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Oct 01, 2021 |
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Closed-end funds provide a better balance between liquidity and returns
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Sep 24, 2021 |
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Robinson's Browne: How to overcome current fixed-income struggles
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Sep 20, 2021 |
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Recovering at a different pace, India is a unique opportunity
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Sep 17, 2021 |
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Less opportunities to generate income requires creative solutions
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Sep 10, 2021 |
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Private equity adds spice, return potential and diverse returns
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Sep 03, 2021 |
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Create a 'quasi-bond' to get steady, high returns now from closed-end funds
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Aug 27, 2021 |
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'Distribution coverage ratios' give clues on potential payout cuts
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Aug 20, 2021 |
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Taggart says investors can find the devil is in merger details
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Aug 13, 2021 |
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TortoiseEcofin's Kessens: Expect double-digit returns from energy
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Aug 06, 2021 |
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BDC Reporter's Marshi sees a 'golden age' ahead
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Jul 30, 2021 |
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Bonus NAVigator: ICON's Paul still likes closed-end fund opportunities
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Jul 26, 2021 |
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Tax edge makes munis attractive even as discounts shrink
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Jul 23, 2021 |
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Tekla's Omstead: Great promise from 'a new generation' of health care firms
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Jul 16, 2021 |
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Bulldog's Goldstein on the hard path facing activist shareholders
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Jul 09, 2021 |
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John Cole Scott on discounts vs. dollars, the recovery and what's next
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Jul 02, 2021 |
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Rob Shaker on what's next for closed-end discounts
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Jun 25, 2021 |
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Covered call funds help combat heightened volatility
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Jun 18, 2021 |
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Tender funds offer alternative structure and investments, plus flexibility
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Jun 11, 2021 |
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Griffin's Anderson sees broad opportunities, solid trends in real estate
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Jun 04, 2021 |
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Firms benefit from using alts, ESG both here and abroad
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May 28, 2021 |
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NAVigator bonus: Matisse Cap's Boughton talks discounts, MLPs and more
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May 27, 2021 |
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How closed-end funds can be an investor's 'paycheck-replacement system'
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May 21, 2021 |
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'Once you own a closed-end fund, you shouldn't care what the discount is'
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May 14, 2021 |
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Finding big discounts is hard, but closed-end funds remain attractive
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May 07, 2021 |
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Convertibles are acting more like stocks than bonds
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Apr 30, 2021 |
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Finally, ESG investing gains a foothold in closed-end funds
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Apr 23, 2021 |
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The role of closed-end funds in the changing 60-40 portfolio
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Apr 16, 2021 |
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How alternative credit types can build returns and balance risks
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Apr 09, 2021 |
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Interval fund structure lets manager freely pursue the 'best ideas'
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Apr 02, 2021 |
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Owl Rock's Packer: BDCs have been strong through pandemic and getting stronger
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Mar 26, 2021 |
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Nuveen's Miller: Legislation, economic reopening give munis a boost
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Mar 19, 2021 |
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NAVigator bonus: Finding a balance of high yield and risk in BDCs and closed-end funds
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Mar 18, 2021 |
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Water is an overlooked part of infrastructure investing
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Mar 12, 2021 |
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Legendary manager Wick on the workings of his closed-end fund
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Mar 05, 2021 |
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Rareview's Azous talks the dangers that rising rates pose now
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Feb 26, 2021 |
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NAVigator bonus: Look beyond yield and discount in picking closed-end funds
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Feb 22, 2021 |
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Closed-end fund expert Fertig says values now are more 'relative' than ever
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Feb 19, 2021 |