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Relative Yield
by Investius News, 11/4/15
Two potentially attractive features of closed-end funds are relative yield and asset pool stability, says Stephen Minar of BlackRock.

Henderson Geneva: Investment Process & Portfolio Construction
by Henderson Global Investors, 11/3/15
?In this latest video update, Scott Priebe, Portfolio Manager, provides an overview on Henderson Geneva’s investment process and portfolio construction. He explains the team’s threefold investment process for analyzing companies, which includes a bottom-up qualitative and quantitative assessment, complemented by a top-down economic and investment outlook. Priebe walks through portfolio construction from the initial position size to why the team would trim and or sell a company.

Chuck Royce on the Current State of the Small-Cap Market
by The Royce Funds, 11/2/15
The small-cap market finished 3Q15 with a double-digit decline, in many ways similar to the correction investors saw around this same time last year. CEO Chuck Royce sits down with Co-CIO Francis Gannon to discuss why he believes corrections are a sign of healthy market behavior, the importance of risk management in the small-cap space, and why he thinks a new market cycle will favor companies with earnings.

Henderson Geneva: Overview & Investment Philosophy
by Henderson Global Investors, 10/30/15
In this latest video update, Michelle Picard, CFA, Portfolio Manager, provides an overview on Henderson Geneva’s history and the investment team. Picard highlights the time-tested investment philosophy where the team engages in bottom-up, fundamental analysis to identify high quality companies. Further, she explains why she believes investing in such proven, high quality companies can lead to competitive returns with below average risk over the market cycle.

World prognosis (1 of 3): US & UK
by Henderson Global Investors, 10/29/15
In this first segment of a three part “world prognosis” series of videos, Bill McQuaker, Co-Head of Multi-Asset, assesses the responses of the US and UK authorities as they attempt to re-establish ‘normality’ in the aftermath of the Global Financial Crisis and explores the longer term implications for investors.

World prognosis (2 of 3): Japan & Europe
by Henderson Global Investors, 10/29/15
?In this second segment of a three part “world prognosis” series of videos, Bill McQuaker, Co-Head of Multi-Asset, discusses the European and Japanese responses to the global financial crisis and how policy intervention has proven positive for investors.

World prognosis (3 of 3): Emerging Markets
by Henderson Global Investors, 10/29/15
?In this third and final video in the “world prognosis” series, Bill McQuaker, Co-Head of Multi-Asset, assesses the state of emerging markets, the effect of QE and why their prospects may be pivotal to the overall health of the global economy. McQuaker discusses how the impact of an unbalanced Chinese economy is being felt globally and what’s next for emerging markets.

FlexShares Tilted Indexing Suite
by Shundrawn Thomas, Head of Funds and Managed Accounts Group, Northern Trust of FlexShares ETFs, 10/27/15
See how FlexShares? trio of tilted index funds gives you the power of investing in the entire global stock market.

Global Bonds
by Investius News, 10/26/15
Income-oriented investors pursuing higher yield may want to consider closed-end funds with global bonds and “think broadly,” says Tim Palmer of Nuveen Investments.

Fixed Income Perspective: Fed Challenges and EM Dynamics
by Henderson Global Investors, 10/23/15
In this latest video update, Phil Apel, CFA, Head of Fixed Income, James McAlevey, CFA, Portfolio Manager, Steve Drew, Head of Emerging Market Credit and Stephen Thariyan, Global Head of Credit examine recent market volatility and share their views on what it means for investors going forward. Apel comments on the drivers of volatility and contrasting returns in market sub sectors. McAlevey and Drew discuss the sensitivity that the Fed and emerging markets have felt with recent market volatility, while Thariyan highlights where to find value in the credit markets.

Better Together: The PMC ActivePassive Portfolios
by Envestnet, 10/22/15
In this video for The PMC Spotlight, portfolio manager Tim Murphy talks about the merits of both active and passive management, and how both styles work together within the PMC ActivePassive Portfolios.

Income Seekers
by Investius News, 10/21/15
What attracts most investors to closed-end funds is the potential for regular monthly income, says Amy Charles of Raymond James.

Fixed Income: Confronting the Seven Year Itch
by Henderson Global Investors, 10/16/15
In this latest video update, John Pattullo, Co-Head of Retail Fixed Income, notes that credit markets have followed a pattern recently, with spreads reaching a low point every seven years. Pattullo examines the tightening financial conditions in the US and what this means in terms of sector positioning. He explains where value is re-emerging following the market shakeout and why this cycle is more favorable for bank bondholders.

Looking for Enduring Franchises
by The Royce Funds, 10/16/15
Royce Premier Fund seeks quality-oriented companies, those with a proven ability to compound wealth over long periods of time, structural advantages within their industry, and high, consistently strong returns on invested capital.

Gain Exposure to Opportunities in the Global Financial Industry
by The Royce Funds, 10/16/15
CEO and Portfolio Manager Chuck Royce talks about taking a non-traditional approach to investing in financials and how we try to benefit from both secular trends and our own insights as asset managers.

FlexShares SKOR
by Shundrawn Thomas, Head of Funds and Managed Accounts Group, Northern Trust of FlexShares ETFs, 10/13/15
See how SKOR supports investors’ search for income with forward-looking corporate credit scoring.

Alternative Strategies
by Investius News, 10/12/15
Investors looking for more diversification may want to consider CEFs with alternative strategies, says Larry Antonatos of Brookfield Investment Management.

Advisor Outreach
by Investius News, 10/5/15
The Closed-End Fund Association holds “advisor summits” across the country to help advisors learn more about CEFs, says Michael Hedstrom of CEFA.

Credit Markets' Undeniable Signal
by Henderson Global Investors, 9/28/15
In this latest video update, Jenna Barnard, CFA, Co-Head of Retail Fixed Income, provides an update on the signals from credit markets, both in high yield and investment grade. With much of the media focused on if and when the US Federal Reserve will begin raising rates, an important phenomenon has gone unnoticed – the bear market and credit spreads in bond markets.

Discount Fallout
by Investius News, 9/28/15
Persistent wide discounts have led to fewer new closed-end fund launches, among other trends, says Cara Esser of Morningstar.

FlexShares Quality Dividend Suite
by Shundrawn Thomas, Head of Funds and Managed Accounts Group, Northern Trust of FlexShares ETFs, 9/28/15
See how FlexShares addresses investors’ search for income through its Quality Dividend Suite.

Exploiting Market Inefficiencies
by The Royce Funds, 9/28/15
While relatively more volatile than some of our other products and larger-cap peers, Bill Hench attempts to manage risk in his fund by utilizing four distinct investment themes that each focus, first and foremost, on valuation and a company's ability to turn around its business.

Reaction to Fed Announcement: A Shift to High Quality
by Henderson Global Investors, 9/24/15
In this latest video update, Michelle Picard, CFA, Portfolio Manager, provides an outlook on the remainder of the year and notes she was not surprised by the Fed's decision to leave interest rates unchanged. She still believes that the Fed will increase rates before year end. With a US interest rates hike on the horizon, an increase in market volatility and slow growth, Picard explains why she believes we are entering a high quality market.

Long Duration Muni Bond CEFs
by Investius News, 9/21/15
Long duration municipal bond closed-end funds may be worth considering for your income portfolio, says Mike Taggart of Nuveen Investments.

Global Equity Income Themes: Two Key Themes
by Henderson Global Investors, 9/17/15
In this latest video update, Ben Lofthouse, CFA, Co-Portfolio Manager of the Global Equity Income Fund, provides a global dividend update and shares key takeaways from the latest Henderson Global Dividend Study. He also discusses two strategic themes in the Fund’s strategy, telecommunications and corporate restructuring, as well as two stock picks that motivate him.

China, Commodities, and Crisis: What's Next for Emerging Markets?
by Envestnet, 9/16/15
China’s growth fueled global markets for years, and recent events raise concerns about other emerging markets, heavily dependent on Chinese demand and already out of favor with investors. This month, we consider "China, Commodities, and Crisis: What’s Next for Emerging Markets?"

FlexShares MBSD
by Shundrawn Thomas, Head of Funds and Managed Accounts Group, Northern Trust of FlexShares ETFs, 9/15/15
See how MBSD seeks incremental yield potential and fixed income diversification through fixed rate, U.S. agency mortgage backed securities.

CEF Investor Trends
by Investius News, 9/14/15
Institutional investors have increased their activity in the closed-end fund market, says analyst Maury Fertig of Relative Value Partners.

Next Generation Thinking: Insights
by T. Rowe Price, 9/11/15
How can advisors reach millennials more effectively? Look to T. Rowe Price for insights.

Dividend & Income Builder Celebrates 3-Year with 5 Stars
by Henderson Global Investors, 9/9/15
Ben Lofthouse, Co-Portfolio Manager of the Dividend & Income Builder Fund, provides an update on the Fund’s performance and positioning and notes its recent 5-star Morningstar rating. Ben comments that the biggest driver of the Fund’s performance has been stock selection; they have seen improving economic growth from a low base in the US, UK and Europe. Ben notes they’ve seen good dividend growth; the team continues to focus on dividend growth and cash flow generation. The team believes they are well-positioned for medium term capital growth and importantly, income growth.

CEF Investors
by Investius News, 9/8/15
Longtime investment analyst Maury Fertig of Relative Value Partners describes what he sees as three types of closed-end fund investors.

FlexShares GQRE ETF
by Shundrawn Thomas, Head of Funds and Managed Accounts Group, Northern Trust of FlexShares ETFs, 9/4/15
See how GQRE combines quality, value and momentum in a diversified real estate equity portfolio.

U.S. Small-Caps: A Look Forward and a Look Back
by The Royce Funds, 9/1/15
While we have recently witnessed extraordinary runs from certain sectors of the small-cap market, Portfolio Manager Bill Hench believes a rally for many stocks in the small-cap universe, especially those more closely tied to domestic GDP, is still in the offing.

Market Volatility
by Investius News, 9/1/15
Recent market volatility has led to wider discounts for many closed-end funds, says Mike Taggart of Nuveen Investments.

Near-Term Headwinds Offer Attractive Buying Opportunities
by The Royce Funds, 9/1/15
With many companies in more economically sensitive sectors of the small-cap market poised for incremental margin expansion and accelerated earnings growth as the U.S. economy continues down the path of normalization, Portfolio Managers Steven McBoyle and Lauren Romeo are trying to take advantage of current headwinds that should ultimately reverse with more robust economic growth.

Henderson Global Dividend Study - Edition 7
by Henderson Global Investors, 8/31/15
The Henderson Global Dividend Study (HGDS) is a long-term study into global dividend trends, and is the first of its kind. It is a measure of progress that global firms are making in paying their investors an income on their capital. It analyses dividends paid every quarter by the 1,200 largest firms by market capitalization.

CEF IPO Perspective
by Investius News, 8/24/15
The initial public offering (IPO) process for launching new closed-end funds may be evolving to attract more investors, says John Cole Scott of CEF Advisors.

Is Diversification Working?
by Envestnet, 8/24/15
It can be tempting to second guess diversification when the headline news showcases only one segment of the market that performed particularly well. In this video for The PMC Spotlight, Tim Clift, Chief Investment Strategist, explains why investors shouldn’t be dismayed when their diversified portfolios can’t keep up with narrow asset class leadership.

‘Rough Year’ For CEFs
by Investius News, 8/17/15
Concerns on multiple fronts have led to wider discounts in the CEF market this year, says Maury Fertig of Relative Value Partners

Why I'm an Advisor with Rand Spero
by Advisor Perspectives, 8/17/15
Rand Spero, president of Massachusetts-based Street Smart Financial, discusses the personal reasons that led him to become a fee-only planner.

CEF Market Size
by Investius News, 8/10/15
In terms of the sheer number of funds, the CEF market is shrinking, says analyst Jason Kephart of Morningstar.

In Europe the Winners Remain Unchanged
by John Bennett, Head of European Equities of Henderson Global Investors, 8/7/15
John Bennett, Head of European Equities at Henderson, discusses the value opportunities created by the Greek crisis, whether the recovery in Europe is sustainable and who may be the potential winners. He also reviews the pharmaceuticals sector and discusses whether he believes that quality growth stocks are now over-priced.

Niche Marketing with Cathy Curtis
by Advisor Perspectives, 8/4/15
Cathy Curtis, president and founder of California-based Curtis Financial Planning, discusses how she built a successful practice targeted to women in transition.

Tax-Sensitive Ideas
by Investius News, 8/3/15
Beyond municipal bond funds, tax-sensitive closed-end fund investors may want to consider MLP and covered call funds, says John Cole Scott of CEF Advisors.

Opportunities in International Equity Markets
by Matthew Beesley, CFA, Head of Global Equities of Henderson Global Investors, 7/30/15
Matthew Beesley, CFA, Head of Global Equities, provides an update on the International Select Equity Fund’s strategy and overall market outlook for the second half of 2015. Beesley comments on how well positioned the international markets appear to be relative to the challenges that the US may be facing soon. Further, he notes that he is finding significant opportunities in both European and Japanese markets while having an increased interest in the Emerging Markets.

Next Generation Thinking: Saving
by T. Rowe Price, 7/29/15
How can advisors help millennials save for retirement? Look to T. Rowe Price for insights.

Next Generation Thinking: Engagement
by T. Rowe Price, 7/29/15
How can advisors engage and motivate millennials? Look to T. Rowe Price for insights.

Next Generation Thinking: Investing
by T. Rowe Price, 7/29/15
How can advisors help millennials invest for retirement? Look to T. Rowe Price for insights.

Global Equity Income Fund, Quarterly Review and Outlook
by Job Curtis, Director of Global Equity Income of Henderson Global Investors, 7/27/15
Job Curtis, Director of Global Equity Income, provides a portfolio and economic update for the Henderson Global Equity Income Fund (HFQAX). Broadly speaking, with growth picking up in Europe and well established in the US, he believes the outlook for equity markets is reasonably good. There is plenty of dividend yield out there and we are able to find companies with a combination of dividend yield and dividend growth.

See How NFRA Is Built
by FlexShares ETFs, 7/27/15
NFRA supports exposure to utilities, transportation and energy, plus communications and government outsourced holdings.
Results 501–550 of 848 found.