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CEF INSIGHTS episodes
- Munis: Implications & Opportunities amid Changing Reform and Legislation
Joined by Purva Petal, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen Asset Management and Robert Amodeo, CFA and Head of Municipals – Western Asset, we discuss the outlook for municipals throughout a year of rising interest rates and changes to federal legislation.
19 min - Specialty Sectors: From Gold to Infrastructure & Real Estate
Representing different sectors of the investing spectrum, these speakers came together for a discussion on special sectors in the areas of infrastructure, natural resources, and real estate.
Speakers:
David Christensen, President, Chief Executive Officer, and Chief Investment Officer – ASA Gold & Precious Metals LimitedLarry Antonatos, Managing Director and Portfolio Manager – BrookfieldSteve Burton, Principal, Co-CIO and Senior Global Portfolio Manager – CBRE Clarion Securities25 min - The Global Investment Landscape: A Look at Fixed Income
To ensure investors are better equipped to assess risks and opportunities in the global fixed income space, the Closed-End Fund Association (CEFA) spoke with Rennie McConnochie, Head of Global Banks — Aberdeen Standard Investments, and Gary Herbert, CFA, Portfolio Manager and Head of Global Credit – Brandywine Global.
25 min - Portfolio Considerations: Preferred Securities Edition
With investors’ increasing appetite for income-generating investment vehicles, Brian Cordes, Senior Vice President - Head of Portfolio Specialists at Cohen & Steers, discusses preferred securities and two of Cohen & Steers’ closed-end funds, Select Preferred & Income, symbol PSF, and Limited Duration Preferred & Income, symbol LDP.
13 min - Ireland – A Closer Look at Investment Opportunities within Europe
CEFA speaks with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ireland Fund, taking a closer look at Ireland, what’s by many, an underappreciated investment opportunity in the European market.
17 min - Infrastructure & Energy Outlook: Reflecting on Harvey & Puerto Rico
We gathered a panel of energy and infrastructure experts for a discussion about their respective market segments at large, touching on what’s followed the recent string of storms in our homeland and the neighboring Caribbean.
18 min - An Outlook on Global Debt Markets
A conversation with TR Findlay, Closed-End Fund Specialist at Nuveen, and Jeff Schmitz, Senior Vice President and Portfolio Manager at Nuveen Asset Management, about:
- The Global High Income Fund, Ticker JGH
- Bottoms up-driven Purchasing
- Currency Exposure & More
23 min - CEF REITs: The Growing and Global Appeal of Real Estate
A conversation with CBRE Clarion Securitie's Steve Burton, CFA, Co-Chief Investment Officer & Senior Global Portfolio Manager, about:
• Why incorporating real estate in your portfolio• Outlook and areas of opportunity• Active vs. passive investing in REITS• Benefits of the CEF structure when investing in REITs18 min - Themes, Trends and Opportunities in Emerging Markets
A conversation with Aberdeen Asset Management's Rennie McConnochie, Head of Global Banks, about:
• Positive developments in the emerging markets (EM)• Outlook and areas of opportunity• Active vs. passive investing in EM• Benefits of the CEF structure when investing in EM16 min - A Growing CEF Opportunity in Real Assets and Alternatives?
A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about:
• Reasons for including real assets in your portfolio• Outlook and implications of a changing market environment• An active vs. passive management approach• Potential opportunities for CEF investor11 min
About CEF INSIGHTS
From the publisher's feed
The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.