Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

CEF INSIGHTS

CEF Quarterly Review: October Interview - Tom Roseen

Corrina Xiao, Portfolio Manager and Christian McCormick, Director and Senior Product Specialist, both with Allianz Global Investors and the Closed-End Fund Association discuss the technology sector, the critical role of Taiwanese companies in the global supply chain and the outlook for the equity market in Taiwan.

Finding Opportunity in Taiwan’s Tech Sector

F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.

Convertibles – Upside participation, Downside protection

CEF Quarterly Review: July Interview – Tom Roseen

Axel Merk and Peter Maletis of Merk Investments discuss their outlook and insights on Gold, Precious Metals and Mining for investors concerned about inflation or seeking diversification.

Perspectives on Gold, Inflation and Crypto Currencies

Katherine Hawkins, Portfolio Manager for Vertical Capital Income Fund (“VCIF”) and the Closed-End Fund Association discuss the unique income opportunity from wholly owned loans in the residential mortgage market.

Unique Mortgage Sector Opportunity

Sanjai Bhonsle, Chairman and Chief Executive Officer of StoneCastle Financial Corp (“BANX”) and the Closed-End Fund Association discuss income solutions for investors and the opportunities in the banking sector.

Opportunities in the Bank Sector

CEF Quarterly Review: April Interview – Tom Roseen

CEF Monthly Review: March Interview – Tom Roseen

CEF Monthly Review: February Interview – Tom Roseen

CEF Monthly Review: January Interview – Tom Roseen

CEF Monthly Review: December Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on November's closed-end fund market.

CEF Insights Market Update: November Review

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on October's closed-end fund market.

CEF Insights Market Update: October Review

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on September's closed-end fund market.

CEF Insights Market Update: September Review

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

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CEF INSIGHTS

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