TheBitCast

The NAVigator

Autor: Active Investment Company Alliance

The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors & advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.

Odcinki

  1. Two pre-IPO fund managers on whether new issues can meet the hype – The NAVigator
  2. Bluerock's Baffico on narrowing a big discount amid changed market conditions – The NAVigator
  3. CEF Advisors' Q3 report: Taxable bond funds at '99th percentile of cheapness' – The NAVigator
  4. With traditional markets 'raging,' SEI's Shetty sees opportunity in alternatives – The NAVigator
  5. Are closed-end discounts putting Anthropic on sale pre-IPO? – The NAVigator
  6. Aberdeen's Kence on A.I.'s impact in the high-yield market – The NAVigator
  7. XA Investments' Choi on opportunities in the CLO market – The NAVigator
  8. If you never capture the discount, is a fund still a bargain? – The NAVigator
  9. John Cole Scott says BDC 'software problems' aren't surfacing in the data – The NAVigator
  10. Tortoise's Thummel on why natural gas will help the U.S. win the global A.I. race – The NAVigator
  11. How rising Treasury rates (and relief) impact closed-end investors – The NAVigator
  12. John Cole Scott breaks down recent media recommendations on CEFs – The NAVigator
  13. How the market's recent rally created 'a good widening' of closed-end discounts – The NAVigator
  14. Nuveen's Caraher on why senior loans are in a sweet spot now – The NAVigator
  15. John Cole Scott on Q2 and the rest of '26 for closed-end funds, BDCs – The NAVigator
  16. XA's DiBernardo on why worried investors should consider covered calls now – The NAVigator
  17. Gold fund manager Merk on ASA's fight with activist investors – The NAVigator
  18. Gabelli's Dreyer on why sports and value picks are an antidote to A.I. obsession – The NAVigator
  19. CEF Data's Scott on the takeaways from Dechert's Private Credit Summit – The NAVigator
  20. Landmark Supreme Court decision is a game-changer for investor activism – The NAVigator
  21. In a tight-spread, higher-for-longer rate market, discounts matter again – The NAVigator
  22. Bluerock's Baffico says HALO trades will benefit from Private Credit Redemptions – The NAVigator
  23. Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities – The NAVigator
  24. Sit's Doty says rates will rise, peak and shift downward by year's end – The NAVigator
  25. CEF Advisors' Scott breaks down how bad news has impacted BDCs – The NAVigator
  26. Calamos' Freund: Concerns are 'distractions,' not market impediments – The NAVigator
  27. Enduring investment lessons from the legendary Mark Mobius – The NAVigator
  28. Liberty Street's Gutierrez on private investment trends in A.I. – The NAVigator
  29. Veteran manager says that for all the headline risks, this is a 'generic widening' – The NAVigator
  30. Despite scary headlines, low-A.I.-risk BDCs are worth a new look now – The NAVigator