CEF INSIGHTS

Hosted by Closed-End Fund Association

BusinessExplicit

Website RSS feed

Episodes

100

Latest episode

Jun 2026

Language

About the show

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

Listen to episodes

60 recent

June 10, 2026Episode 1256 min

AVK – Interesting Complement for an Income Investor Portfolio

Tune in as Tony Huang of Advent Capital Management discusses the Advent Convertible and Income Fund (AVK), current opportunities in convertibles and high yield, and how the fund's income-focused strategy may help investors navigate today's market environment. Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund (AVK). The Servicing Agent for the Fund is Guggenheim Funds Distributors.

April 14, 2026Episode 12421 min

EMO – Opportunity in Structural Growth of North American Energy

Discover why energy midstream may be one of today’s most compelling investment opportunities. In this episode of CEF Insights, ClearBridge’s Peter Vanderlee breaks down how stable, fee‑based cash flows, long‑lived infrastructure, and growing LNG demand are driving income and resilience in the midstream sector. Tune in to learn how EMO is positioned to deliver attractive income, diversification, and long‑term growth in an evolving market. A Franklin Templeton company, ClearBridge Investments is sub-advisor for the ClearBridge Energy Midstream Opportunity Fund (EMO).

March 30, 2026Episode 1235 min

New Germany Fund for European Growth Opportunities

German equities have provided investors with strong recent performance. In this episode of CEF Insights, Hansjoerg Pack of DWS discusses the New Germany Fund (GF), explores shifting global market dynamics, and explains why fiscal policy, valuations, and earnings growth could favor German small- and mid-cap stocks in the years ahead. The Germany Fund, New Germany Fund and Central Europe & Russia Fund are managed by the Deutsche Bank Group, one of the world's largest financial institutions. Please visit CEFA.com for additional disclosures.

March 24, 2026Episode 12210 min

ASA – Opportunity in Junior Gold Mining Companies

Markets are volatile and investors are rethinking diversification. Axel Merk breaks down what’s driving today’s supply‑shock environment, why gold and miners still offer value, and how active management in junior mining can impact long‑term returns. Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund.

January 30, 2026Episode 12111 min

Cohen & Steers Quality Income Realty Fund, "RQI" – Opportunity in Real Estate

Public real estate now trades at compelling valuations, offering potential for improved returns as fundamentals strengthen. Mat Kirschner, Lead Portfolio Manager for the Cohen & Steers Quality Income Realty Fund (RQI), shares views on the real estate market, potential opportunities, and market outlook for 2026. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, focused on delivering attractive returns, income and diversification. Learn more about the Cohen & Steers Quality Income Realty Fund (RQI) here.

January 14, 2026Episode 12027 min

Unlocking Durable Growth with Global Infrastructure

Catch up on global infrastructure with views on income strategies and the market outlook from industry experts.

November 21, 2025Episode 11929 min

Fixed Income in Focus: Finding Yield, Managing Risk

Catch up on fixed income with views on income strategies and the market outlook from industry experts.

November 21, 2025Episode 11826 min

Strengthening Income Portfolios with Equities & Preferreds

Catch up on equities and preferreds with views on income strategies and the market outlook from industry experts.

November 21, 2025Episode 11727 min

Interval Funds – Finding Access, Income & Diversification

Catch up on interval funds with views on income strategies and the market outlook from industry experts.

September 18, 2025Episode 11518 min

Finding Income in Emerging Markets

Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management’s Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD), shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios. A Franklin Templeton company, Western Asset Management is a leading global fixed-income manager with deep expertise across emerging markets.