August 06, 2021

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. A not-for-profit association, CEFA and its members are committed to raising the awareness and understanding of closed-end funds, and providing education to investors and advisors about the many benefits of these unique investment products. CEFA also serves as a resource for information about its members, their products and investment insight.

CEF Insights: Convertibles – Upside participation, Downside protection

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.

More from Closed-End Fund Association

CEF Insights: 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 ...

Sep 17, 2025

CEF Insights: Midyear CEF Market Review & Outlook

Leading closed-end fund analyst Jeff Margolin with First Trust returns to CEF Insights to review the first half of 2025 and share views on the market ahead. First Trust is a leading provider of advisory services and investment products including ...

Jul 22, 2025

CEF Insights: CAPIX: An Interval Fund for Broader Private Credit Access

As investors seek higher-yield alternatives, direct lending-focused private credit strategies continue to dominate the growing interval fund marketplace – but Calamos Investments takes a differentiated approach. Discover how Calamos Aksia Alternative ...

Jun 23, 2025

CEF Insights: Equity & Income in Focus: The SCD Approach

In a high-rate, volatility-prone market, strategies emphasizing resilient, income-generating sectors and tactical asset allocation can potentially help investors secure attractive yield and weather changes. Gain insight into ClearBridge Investments’ ...

Jun 16, 2025

The Future of Healthcare Investing

Groundbreaking AI-powered initiatives are set to transform the healthcare landscape, potentially revolutionizing cancer research and healthcare investing. Gain insight into how new innovations may impact investment opportunities and Aberdeen ...

May 27, 2025

CEF Insights: The Future of Healthcare Investing

May 27, 2025

CEF Insights: Income Potential in Multi-Sector Bond Strategies

Ongoing market volatility may not surprise investors — but the potential of a multi-sector bond strategy to deliver reliable income might. In this episode, discover how a dynamic credit allocation can help investors manage risk and stay resilient ...

May 15, 2025

CEF Insights: Navigating Senior Loans for Income

CEF Insights welcomes back Nuveen Head of Senior Loans Scott Caraher for new insights into senior loans, which continue to offer many potential benefits in today’s evolving market. Gain updates on the senior loan market environment and outlook, ...

Apr 03, 2025

CEF Insights: AI, Energy & Impacts on Infrastructure Investing

As global energy demand continues to surge, infrastructure investment maintains a critical role in meeting the needs of tomorrow. Gain updates on the current market, outlook, and potential opportunity for income-focused investors from CBRE Investment ...

Mar 27, 2025

CEF Insights: Finding Income & Stability with Senior Loans

As the only liquid fixed income investment with no duration, U.S. senior floating rate loans offer unique protection against interest rate volatility along with high yield, making them a valuable diversifier in income-focused portfolios. Dive deeper ...

Jan 29, 2025

CEF Insights: The Case for Convertibles & High Yield

With additional capital raised in 2024, the Advent Convertible & Income Fund (AVK) balances convertible securities and high yield bonds as it aims to provide capital appreciation and income amid current market conditions. Gain updates on the Fund’s ...

Jan 22, 2025

CEF Insights: Opportunities for Income with Real Assets

Easing interest rates, stabilizing inflation and resilient economic growth could make real assets like infrastructure and real estate attractive opportunities for new capital deployment in 2025. Gain insight into the potential of real assets with ...

Jan 09, 2025

CEF Insights: Gold Sector Review & 2025 Outlook

Gold continues to trade near all-time highs. As the broader market sees interest rate cuts and improving inflation mixed with challenging federal deficits, an election and other factors, where can investors find potential opportunities? Gain insight ...

Nov 08, 2024

CEF Insights: Liberty All-Star’s Multi-Manager Equity Strategies for Income

Unique among closed-end funds, the multi-manager approach of the Liberty All-Star Growth Fund (ASG) and Liberty All-Star Equity Fund (USA) has helped promote consistent performance and support distributions for over 37 years. Gain insight into the ...

Aug 01, 2024

CEF Insights: MEGI & the Growing Need for Infrastructure

Increasing global demand for energy and other utilities amid slowing economic growth, expectations for declining interest rates in markets worldwide, and other factors present potential opportunities in infrastructure. Learn more from CBRE Investment ...

Jul 29, 2024

Accessing Private Credit with Interval Funds

Source: https://www.podbean.com/eau/pb-wwhpt-163c215 Interval funds have surged in popularity among investors seeking diversification, access to private securities and alternative assets, and the potential for higher returns. And in recent years, ...

Jun 12, 2024

CEF Insights: Activism & The Importance Of Shareholder Voting

Many closed-end funds continue to face activism which is often focused on short-term actions that may not benefit the long-term strategy of a fund – and limited shareholder participation in proxy voting can give activists outsized influence. In this ...

May 09, 2024

CEF Insights: Chinese Market Transition & Long-Term Opportunities

The Chinese equities market struggled in 2022 and 2023, but the consumer market continues to broaden and develop, which presents potential opportunities for medium and long-term investors of Franklin Templeton’s Templeton Dragon Fund (TDF). Gain ...

May 01, 2024

CEF Insights: ASA Gold Mining Opportunity Needs Shareholder Support

With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an ...

Mar 28, 2024

CEF Insights: Advent’s Convertible & High Yield Strategy & Outlook

Market volatility remains a concern despite steady economic conditions, making convertible securities and high-yield bonds like the Advent Convertible and Income Fund (AVK) potentially attractive to investors. Gain insight into AVK’s strategy, ...

Mar 11, 2024

Carlyle’s Perspective: CLO Advantages, Strategy & Outlook

Source: https://www.podbean.com/eau/pb-bgebm-159dad7 As one of the world’s largest managers of collateralized loan obligations (CLOs), Carlyle leverages its 25 years of experience and broad resources including 20-plus research analysts to help ...

Mar 04, 2024

CEF Insights: The Latest on TBLD’s Global, Multi-Asset Strategy

Since Thornburg Investment Management’s last conversation with CEF Insights, some market dynamics have changed. Amid resilient economic growth, daunting federal deficits, an upcoming election and other factors, Thornburg’s Christian Hoffmann shares ...

Feb 08, 2024

CEF Insights Quarterly Review: January 2024 Interview - Tom Roseen

Source: https://www.podbean.com/eau/pb-5bsyz-1552b4e 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 ...

Jan 17, 2024

CEF Insights: 2024 in Focus: Opportunities in Municipal Bonds

Generally exempt from income taxes, municipal bonds have long been attractive to income-oriented investors – but current market dynamics may offer more opportunities in 2024. Gain views on munis, the broader fixed income landscape, inflation, and ...

Jan 05, 2024

TBLD’s Global Strategy for Building Income

Source: https://www.podbean.com/eau/pb-b2crp-1504bb6 Robust economic growth surprised investors this year, but significant geopolitical tensions and other factors bring uncertainty. As 2024 approaches, Thornburg Investment Management’s Ben Kirby ...

Nov 21, 2023