Jan 31, 2025
John Cole Scott, chief investment officer at Closed-End Fund Advisors — the chairman of the Active Investment Company Alliance — brings his data and portfolio-management methods back to The NAVigator to answer questions from listeners, covering concerns for California municipal bond funds in the wake of recent...
Jan 24, 2025
Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exempt yields look really attractive," with tax-equivalent yields running up to 6 percent for investment-grade bonds, an attractive option compared to corporate and other bond...
Jan 17, 2025
Larry Holzenthaler, Portfolio Manager for First Eagle Alternative Credit — part of the team running First Eagle Credit Opportunities fund — gives his outlook for credit markets in 2025, noting that after avoiding default troubles when rates were rising, it should be stronger now, with paper being particularly strong...
Jan 10, 2025
Mark Gatto, Co-Founder and Co-Chief Executive Officer at CION Investment Group, says that the landscape for global infrastructure spending could be as high as $3 trillion annually worldwide, which is going to create an investment asset class that is consistent, that can overcome political challenges, and that has public...
Jan 3, 2025
John Cole Scott — president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance — revisits the forecasts he made for the closed-end fund business a year ago and to grade himself as a soothsayer. Having made his 2025 calls for closed-end funds a week ago, he puts some weight behind...