Preview Mode Links will not work in preview mode

The NAVigator

Jul 25, 2025

Jason Akus, Head of Healthcare Investing for Aberdeen Investments, says that current conditions for healthcare and biotech investing are making for "one of the most challenging, difficult and dislocated environments I've seen." While trades in technology, artificial intelligence and the Magnificent Seven stocks have...


Jul 18, 2025

Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for 2025 has been a "generic narrowing"...


Jul 11, 2025

John Cole Scott, President of CEF Advisors, discusses how three areas that lagged during a strong first half of 2025 — municipal bonds, senior loans and master limited partnerships — are poised to be leading categories among closed-end funds for the remainder of the year. Scott, the chairman of the Active Investment...


Jul 3, 2025

Kyle Brown, chief executive officer at Trinity Capital, sees the private-credit boom continuing, in part fueled by government efforts to generate business gains in the United States. That has created a new wave of capital expenditures — and a 20 percent year-to-date increase in demand for private credit — that is...